Templates / Analyze client transcripts & route feedback with GPT-4o Mini, HubSpot, and Gmail

Analyze client transcripts & route feedback with GPT-4o Mini, HubSpot, and Gmail

Needs changes

by PollupAI ✓ · 1,570 views · created 2025-04-25 · Ticket Management, AI Summarization

Needs changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.

What 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”).

  1. Define routing emails here (Edit Fields (Set)): sets 4 fields: Support Email, Administrative Email, Product Email…
  2. Summarization (Summarization Chain): summarizes text with AI, with model: OpenAI Chat Model
  3. Router Agent (AI Agent): runs an AI agent, with model: OpenAI Chat Model; 1 tool (Gmail)
  4. HubSpot: search
  5. Form (n8n Form): shows the next form page
  6. HubSpot: work with engagement

Services it uses

HubSpotOpenAI Chat ModelGmail

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 3.0Replace 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)

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…

Excerpt from PollupAI's description on n8n.io.

View the original on n8n.io → Check your own copy

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