Summarize calls & notify teams via HubSpot, Slack, Email, WhatsApp
Needs changesNeeds 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 to replace before upgrading
| 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 (9)
- AI Agent
@n8n/n8n-nodes-langchain.agent - Summarization Chain
@n8n/n8n-nodes-langchain.chainSummarization - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Gmail Tool
n8n-nodes-base.gmailTool - Slack
n8n-nodes-base.slack - WhatsApp Business Cloud
n8n-nodes-base.whatsApp - Webhook
n8n-nodes-base.webhook - Edit Fields (Set)
n8n-nodes-base.set - HubSpot
n8n-nodes-base.hubspot
What it does
This workflow automates the process of handling conversation transcriptions and distributing key information across your organization. Here's what it does: Trigger: The workflow is initiated via a webhook that receives a transcription (e.g., from a call or meeting). Summarization & Extraction: Using AI, the transcription is summarized, and key information is extracted — such as action items, departments involved, and client details. Department Notifications: The relevant summarized information is automatically routed to specific departments via email based on content classification. CRM Sync: The summarized version is saved to the associated contact or deal in HubSpot for future reference and visibility. Multi-Channel Alerts: The summary is also sent via WhatsApp and Slack to keep internal teams instantly informed, regardless of platform. Use Case: Ideal for sales, customer service, or operations teams who manage client conversations and want to ensure seamless cross-departmental communication, documentation, and follow-up. Apps Used: Webhook (Trigger) OpenAI (or other AI/NLP for summarization) HubSpot Email Slack WhatsApp (via Twilio or third-party provider)