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AI call summary to HubSpot + follow-up task

n8nn8n8 modulesv1.0
agentformTriggerhubspothubspotToollmChatOpenAioutputParserStructured

This n8n template turns raw call transcripts into clean HubSpot call logs and a single, actionable follow-up task—automatically. Paste a transcript and the contact’s email; the workflow finds the contact, summarizes the conversation in 120–160 words, proposes the next best action, and (optionally) updates missing contact fields. Perfect for reps and founders who want accurate CRM hygiene without the manual busywork. --- How it works A form trigger collects two inputs: Contact email Plain-text

At a glance

AI call summary to HubSpot + follow-up task is a ready-made n8n workflow you import as a workflow JSON file — no build required. It connects agent, formTrigger, hubspot, hubspotTool. It's free to download. Follow the 5-step import below to go live in minutes.

Platform
n8n
Connects
agent, formTrigger, hubspot, hubspotTool, lmChatOpenAi, outputParserStructured
Modules
8
Price
Free
Version
v1.0
AI call summary to HubSpot + follow-up task workflow diagram

About this workflow

This n8n template turns raw call transcripts into clean HubSpot call logs and a single, actionable follow-up task—automatically. Paste a transcript and the contact’s email; the workflow finds the contact, summarizes the conversation in 120–160 words, proposes the next best action, and (optionally) updates missing contact fields. Perfect for reps and founders who want accurate CRM hygiene without the manual busywork. --- How it works A form trigger collects two inputs: Contact email Plain-text call transcript The workflow looks up the HubSpot contact by email to pull known properties. An AI agent reads the transcript (plus known fields) to: Extract participants, role, problem/opportunity, requirements, blockers, timeline, and metrics. Write a 120–160 word recap a teammate can skim. Generate one concrete follow-up task (title + body). Suggest updates for missing contact properties (city, country, job title, job function). The recap is logged to HubSpot as a completed Call engagement. The follow-up is created in HubSpot as a Task with subject and body. (Optional) The contact record is updated using AI-suggested values if the transcript clearly mentions them. --- How to use 1. Connect HubSpot (OAuth2) on all HubSpot nodes. 2. Connect OpenAI on the AI nodes. 3. Open Form: Capture Transcript, submit the email + transcript. 4. (Optional) In AI: Summarize Call & Draft Task, tweak prompt rules (word count, date normalization). 5. (Optional) In Update Contact from Transcript, review the mapped fields before enabling in production. 6. Activate the workflow and paste transcripts after each call. --- Requirements HubSpot (OAuth2) for contact search, call logging, and tasks OpenAI for summarization and task drafting --- Notes & customization ideas Swap the form for a Google Drive or S3 watcher to ingest saved transcripts. Add a speech-to-text step if you store audio recordings. Extend Update Contact to include additional fields (timezone, department, seniority). Post the summary to Slack or email the AE for quick handoffs. Gate updates with a confidence check, or route low-confidence changes for manual approval.

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How to import this n8n workflow

  1. 1

    Download the workflow JSON file after purchase.

  2. 2

    Open n8n → click the menu → Import from File.

  3. 3

    Select the downloaded JSON and import.

  4. 4

    Set up credentials for each node that requires them.

  5. 5

    Click Execute Workflow to test, then activate.

Setup guide

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