Automated Client Feedback Routing and Meeting Notes in HubSpot

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This n8n workflow automates the process of capturing client transcripts, summarizing conversations, routing client feedback to appropriate departments, and updating HubSpot with relevant meeting notes. It begins with form submission, which triggers a sequence of nodes that summarize the conversation, classify the feedback, and determine the responsible department using AI. The workflow then informs the relevant department via email, searches for the client in HubSpot, and logs the meeting notes linked to the contact. This automation streamlines customer feedback management and enhances CRM updates, making it ideal for customer support and sales teams seeking efficient communication and documentation processes.

Node Count

11 – 20 Nodes

Nodes Used

@n8n/n8n-nodes-langchain.agent, @n8n/n8n-nodes-langchain.chainSummarization, @n8n/n8n-nodes-langchain.lmChatOpenAi, form, formTrigger, gmailTool, hubspot, set, stickyNote

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