AI-Powered Client Feedback & CRM Automation
detail.loadingPreview
This n8n workflow revolutionizes client feedback management by automatically capturing conversation transcripts, summarizing them with AI, updating HubSpot CRM records, and intelligently routing detailed feedback to the relevant internal departments for prompt action.
About This Workflow
Streamline your customer feedback process with this comprehensive n8n workflow. It begins by capturing client conversations and emails via a user-friendly form. Leveraging AI, it automatically summarizes lengthy transcripts into concise meeting notes, which are then seamlessly added to the corresponding client's contact record in HubSpot CRM. Simultaneously, a sophisticated AI Router Agent analyzes the full conversation to discern its core topic—be it product, administrative, support, or commercial. Based on this analysis, the workflow intelligently dispatches the feedback to the correct internal team, ensuring that every client concern reaches the right ears without manual sorting, dramatically improving response times and customer satisfaction.
Key Features
- AI-Powered Summarization: Automatically condenses long client conversations into succinct summaries for quick review.
- HubSpot CRM Integration: Seamlessly searches for client contacts and logs summarized meeting notes directly into their CRM profiles.
- Intelligent Feedback Routing: An AI agent analyzes conversation content and routes feedback to the most relevant internal department (e.g., product, support, sales, admin).
- Customizable Department Emails: Easily define and update email addresses for different internal teams for precise routing.
- Form-Based Input: Simple web form to input client email and conversation transcripts, adaptable for integration with call transcription services.
How To Use
- Configure "Enter Client Transcript": Set up the form fields for
client emailandclient conversationto match your input source (manual, webhooks from transcription services). - Define "Define routing emails here": Customize the
Support Email,Administrative Email,Product Email, andCommercial Emailvalues to your organization's departmental contacts. - Connect HubSpot: Ensure your HubSpot OAuth2 credentials are linked to both "HubSpot1" (search) and "HubSpot" (add meeting) nodes.
- Connect OpenAI: Verify your OpenAI API credentials are set up for the "OpenAI Chat Model" to power the AI Summarization and Router Agent.
- Add Email Sending: To dispatch the routed feedback, connect an email sending node (e.g., Mailjet, Gmail, or SendGrid) after the "Router Agent" node, using its output to populate the recipient and message.
- Test the Workflow: Run a test submission through the "Enter Client Transcript" form to ensure summaries are generated, HubSpot is updated, and routing decisions are made correctly.
Apps Used
Workflow JSON
{
"id": "0a109788-b1c0-46ee-96e3-452334d31c4d",
"name": "AI-Powered Client Feedback & CRM Automation",
"nodes": 26,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 0a109788-b1c0...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
Statistics
Related Workflows
Discover more workflows you might like
Google Sheets to Icypeas: Automated Bulk Domain Scanning
This workflow streamlines the process of performing bulk domain scans by integrating your Google Sheets data directly with the Icypeas platform. Automate the submission of company names from your spreadsheet to Icypeas for comprehensive domain information, saving valuable time and effort.
Instant WooCommerce Order Notifications via Telegram
When a new order is placed on your WooCommerce store, instantly receive detailed notifications directly to your Telegram chat. Stay on top of your e-commerce operations with real-time alerts, including order specifics and a direct link to view the order.
On-Demand Microsoft SQL Query Execution
This workflow allows you to manually trigger and execute any SQL query against your Microsoft SQL Server database. Perfect for ad-hoc data lookups, administrative tasks, or quick tests, giving you direct control over your database operations.