AI call summary to HubSpot + follow-up task
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 8 nodes and runs when someone submits an n8n form (“Get transcript”). Along the way it connects HubSpot and OpenAI Chat Model.
How it runs
Trigger: When someone submits an n8n form (“Get transcript”).
- Find Contact by Email (HubSpot): search
- AI: Summarize Call & Draft Task (AI Agent): runs an AI agent, with model: OpenAI Chat Model; 1 tool (Update Contact from Transcript); output parser: Parse Structured Output
- Log Call Summary (HubSpot): work with engagement
- Create Follow-Up Task (HubSpot): work with engagement
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (6)
- HubSpot
n8n-nodes-base.hubspot - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - n8n Form Trigger
n8n-nodes-base.formTrigger - AI Agent
@n8n/n8n-nodes-langchain.agent - Hubspot Tool
n8n-nodes-base.hubspotTool - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured
From the author
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…