Analyze client transcripts & route feedback with GPT-4o Mini, HubSpot, and Gmail
Needs changesWhat this workflow does
This AI workflow has 9 nodes and runs when someone submits an n8n form (“Automate Client issue”). Along the way it connects HubSpot, OpenAI Chat Model and Gmail.
How it runs
Trigger: When someone submits an n8n form (“Automate Client issue”).
- Define routing emails here (Edit Fields (Set)): sets 4 fields: Support Email, Administrative Email, Product Email…
- Summarization (Summarization Chain): summarizes text with AI, with model: OpenAI Chat Model
- Router Agent (AI Agent): runs an AI agent, with model: OpenAI Chat Model; 1 tool (Gmail)
- HubSpot: search
- Form (n8n Form): shows the next form page
- HubSpot: work with engagement
Services it uses
Before you upgrade to n8n 3.0
1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:
- AI Agent v1 (old agent modes) in Router Agent (v1.8): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) Router Agent (v1.8) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (8)
- HubSpot
n8n-nodes-base.hubspot - AI Agent
@n8n/n8n-nodes-langchain.agent - Summarization Chain
@n8n/n8n-nodes-langchain.chainSummarization - n8n Form Trigger
n8n-nodes-base.formTrigger - n8n Form
n8n-nodes-base.form - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Edit Fields (Set)
n8n-nodes-base.set - Gmail Tool
n8n-nodes-base.gmailTool
From the author
Who is this for? This workflow is designed for Customer Satisfaction Managers (CSM), sales professionals, and operations managers who need to automate the analysis of client transcripts, save summarized notes to HubSpot, and route relevant feedback to the…