AI-Powered Client Feedback to HubSpot & Smart Department Routing
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This workflow automates processing client conversation transcripts by summarizing them for HubSpot and intelligently routing specific feedback to the correct internal departments using advanced AI. It streamlines CRM updates and ensures swift, accurate follow-up on client needs, enhancing overall customer experience and operational efficiency.
About This Workflow
This n8n workflow revolutionizes how businesses handle client interactions. By integrating an intuitive form trigger for conversation transcripts, it automatically summarizes discussions using advanced AI (GPT-4o-mini) and logs these concise notes directly into HubSpot against the relevant contact. Simultaneously, a sophisticated AI agent analyzes the full transcript to identify the core topic—be it product, billing, support, or commercial—and intelligently routes the complete feedback to the appropriate internal department. This ensures no client feedback is missed and that issues are directed to the right team quickly, fostering superior customer relationships and operational efficiency.
Key Features
- Automated AI Summarization: Instantly condenses lengthy client conversations into concise, 2-3 sentence summaries.
- Seamless HubSpot Integration: Automatically searches for client contacts and updates their records with summarized meeting notes.
- Intelligent Feedback Routing: Utilizes an AI agent to analyze conversation content and route feedback to the appropriate internal department (e.g., Support, Product, Sales) via pre-defined emails.
- Customizable Input Form: Provides a simple web form to easily input client email and conversation transcripts.
- Dynamic Decision Making: Leverages OpenAI's GPT-4o-mini model for accurate content analysis and routing decisions.
How To Use
- Configure Form Trigger: Set up the "Enter Client Transcript" node to define the fields for client email and conversation text that your users will input.
- Connect HubSpot: Authenticate the "HubSpot1" and "HubSpot" nodes with your HubSpot account credentials. The workflow will automatically search for and update contacts.
- Set up OpenAI Credentials: Ensure the "OpenAI Chat Model" node is connected to your OpenAI account with valid API credentials, as this powers the summarization and routing AI.
- Define Routing Emails: Update the "Define routing emails here" node with the correct email addresses for your Support, Administrative, Product, and Commercial departments. These are crucial for the AI agent's routing decisions.
- Deploy and Monitor: Activate the workflow. Once a transcript is submitted via the form, it will automatically summarize, update HubSpot, and route feedback to the designated internal teams.
Apps Used
Workflow JSON
{
"id": "d77a0abf-3d50-4fcc-a263-34937f9a7979",
"name": "AI-Powered Client Feedback to HubSpot & Smart Department Routing",
"nodes": 14,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: d77a0abf-3d50...
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