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Summarize Calls & Notify Teams via HubSpot, Slack, Email, WhatsApp

Summarize Calls & Notify Teams via HubSpot, Slack, Email, WhatsApp

by encoresky0 views

説明

Categories

🤖 AI & Machine Learning

Nodes Used

n8n-nodes-base.setn8n-nodes-base.slackn8n-nodes-base.hubspotn8n-nodes-base.hubspotn8n-nodes-base.webhookn8n-nodes-base.whatsAppn8n-nodes-base.gmailTooln8n-nodes-base.stickyNoten8n-nodes-base.stickyNoten8n-nodes-base.stickyNote
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最終更新11/28/2025
workflow.json
{
  "id": "Gn5M1FfXUAVy6h9l",
  "meta": {
    "instanceId": "f70454a5d1bedfb04805f13a51a4a63e308e7fc8821155a97e93d697feaee047",
    "templateCredsSetupCompleted": true
  },
  "tags": [],
  "nodes": [
    {
      "id": "3d621f41-b73a-406a-bfda-fac0d2ed1499",
      "name": "Sticky Note1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        800,
        340
      ],
      "parameters": {
        "color": 4,
        "width": 540,
        "height": 560,
        "content": "## Router agent\nMakes decisions with the help of an LLM  \n- Analyzes the content\n- Decides which part of the transcript is relevant to the different departments\n- Sends the emails to the departments\n"
      },
      "typeVersion": 1
    },
    {
      "id": "249c22aa-58ca-40df-9157-7a00fbfd3dff",
      "name": "Router Agent",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "notes": "Route the client feedback topics to the relevant department ",
      "position": [
        960,
        540
      ],
      "parameters": {
        "text": "={{ $('Webhook').item.json.body['Client Conversation'] }}",
        "options": {
          "systemMessage": "=You are provided with some client-company conversation and should decide who has to be informed about the feedback. Always only inform one person. Those are your options: \n- It's about a product, send an email to {{ $('Define routing emails').item.json['Support Email'] }}\n- It's about an invoicing problem, send an email to {{ $('Define routing emails').item.json['Administrative Email'] }}\n- It's  related to a travelling/trip, send an email to {{ $('Define routing emails').item.json['Commercial Email'] }}\n\nAdd the email of the person (\"{{ $('Webhook').item.json.body['Client Email'] }}\") at the beginning of the text preceded by \"FROM CLIENT: \"\nUse the Mailjet tool to inform each of the most related department. Provide mailjet with a subject, an email, and the email body formated as html which is the client conversation itself."
        },
        "promptType": "define"
      },
      "notesInFlow": true,
      "typeVersion": 1.8
    },
    {
      "id": "cffeafac-75e0-4a60-91d3-0a7d3bdb7371",
      "name": "Summarization",
      "type": "@n8n/n8n-nodes-langchain.chainSummarization",
      "notes": "The transcript summarized here",
      "position": [
        360,
        140
      ],
      "parameters": {
        "options": {
          "summarizationMethodAndPrompts": {
            "values": {
              "prompt": "=Summarize the following Converstaion in 2-3 sentences:\n\n\"{{ $('Webhook').item.json.body['Client Conversation'] }}\"\n\nJust output the summarized conversation and nothing else. Use the same language as the input",
              "summarizationMethod": "stuff"
            }
          }
        }
      },
      "notesInFlow": true,
      "typeVersion": 2,
      "alwaysOutputData": false
    },
    {
      "id": "ac5a16de-efb5-4603-bb52-2d85b007bf86",
      "name": "OpenAI Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        460,
        420
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4o-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "7mydLbpOJgXQKswc",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "8644b46e-b64c-415b-acfc-103ef5c71903",
      "name": "Gmail",
      "type": "n8n-nodes-base.gmailTool",
      "position": [
        1040,
        760
      ],
      "webhookId": "be3ad85f-a576-44d6-9383-6a038edfb25a",
      "parameters": {
        "sendTo": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('To', ``, 'string') }}",
        "message": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Message', ``, 'string') }}",
        "options": {
          "appendAttribution": false
        },
        "subject": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Subject', ``, 'string') }}"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "Eo7V1LrxcAy38kKf",
          "name": "Harsh"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "b02e1dad-6f07-4215-a89b-fb0763232bcb",
      "name": "Sticky Note2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -20,
        40
      ],
      "parameters": {
        "color": 4,
        "width": 260,
        "height": 260,
        "content": "## Set emails here\nFor each responsible person"
      },
      "typeVersion": 1
    },
    {
      "id": "fec711e6-837a-4722-83b9-dc838770fcb3",
      "name": "Sticky Note3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -300,
        40
      ],
      "parameters": {
        "color": 4,
        "width": 260,
        "height": 260,
        "content": "## Webhook \nTo be used to send the transcription."
      },
      "typeVersion": 1
    },
    {
      "id": "2af225aa-95b9-4578-9c8c-0c49bb5e8510",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        800,
        40
      ],
      "parameters": {
        "color": 4,
        "width": 540,
        "height": 280,
        "content": "## Save transcription to Hubspot\n- Search for the client ID based on his email\n- Upload the summarized conversation as meeting notes"
      },
      "typeVersion": 1
    },
    {
      "id": "fb226ebf-b62f-48ef-b291-17b4beb30ebc",
      "name": "Slack",
      "type": "n8n-nodes-base.slack",
      "position": [
        880,
        -160
      ],
      "webhookId": "ffba5d59-965e-4042-a5cd-d6d89c443e75",
      "parameters": {
        "text": "=Below is the latest summary.\n\n{{ $json.response.text }}",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "list",
          "value": "C08VCE4AYNL",
          "cachedResultName": "n8n"
        },
        "otherOptions": {},
        "authentication": "oAuth2"
      },
      "credentials": {
        "slackOAuth2Api": {
          "id": "SbSspavlddGUo8F0",
          "name": "Slack account"
        }
      },
      "typeVersion": 2.3
    },
    {
      "id": "5622a2af-726d-468c-88b2-22d66a449128",
      "name": "Sticky Note4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        800,
        -280
      ],
      "parameters": {
        "color": 4,
        "width": 540,
        "height": 300,
        "content": "## Send the summary to Slack and WhatsApp\n- Configure Slack Channel\n- Configure WhatsApp Recepient"
      },
      "typeVersion": 1
    },
    {
      "id": "d8b2181f-1c52-417b-9fdd-776e64a920ab",
      "name": "WhatsApp Business Cloud",
      "type": "n8n-nodes-base.whatsApp",
      "position": [
        1120,
        -160
      ],
      "webhookId": "36dba7ba-f6f2-45a0-ad5d-cfd5c1622a49",
      "parameters": {
        "template": "n8n_workflow_latest|en",
        "components": {
          "component": [
            {
              "bodyParameters": {
                "parameter": [
                  {
                    "text": "={{ $('Webhook').item.json.body['Your Name'] }}"
                  },
                  {
                    "text": "={{ $('Summarization').item.json.response.text }}"
                  }
                ]
              }
            }
          ]
        },
        "phoneNumberId": "702894569566382",
        "recipientPhoneNumber": "={{ $('Webhook').item.json.body['WhatsApp Contact Number'] }}"
      },
      "credentials": {
        "whatsAppApi": {
          "id": "bvkhSq7q9MuoWneA",
          "name": "WhatsApp account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "039c62d8-3a33-4436-9577-e2dc45f9e694",
      "name": "Webhook",
      "type": "n8n-nodes-base.webhook",
      "position": [
        -220,
        140
      ],
      "webhookId": "1ffeacc2-1dbd-4a9e-bf3f-6811ddd31642",
      "parameters": {
        "path": "1ffeacc2-1dbd-4a9e-bf3f-6811ddd31642",
        "options": {},
        "httpMethod": "POST"
      },
      "typeVersion": 2
    },
    {
      "id": "941ea710-68a5-46c7-b622-bf88b96430a7",
      "name": "Define routing emails",
      "type": "n8n-nodes-base.set",
      "position": [
        60,
        140
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "099d5326-3452-47b8-9dc0-acc0e6fd951e",
              "name": "Support Email",
              "type": "string",
              "value": "[email protected]"
            },
            {
              "id": "4ed84290-dbf7-47f7-8693-4f95e0c2fd7e",
              "name": "Administrative Email",
              "type": "string",
              "value": "[email protected]"
            },
            {
              "id": "614d4a5c-c9f2-4d82-bfcb-cfdcc8a4b07d",
              "name": "Commercial Email",
              "type": "string",
              "value": "[email protected]"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "8af03b9d-b647-4d4c-8903-dd32e4b6a434",
      "name": "HubSpot Search Client",
      "type": "n8n-nodes-base.hubspot",
      "notes": "Search for the id",
      "position": [
        880,
        160
      ],
      "parameters": {
        "operation": "search",
        "authentication": "oAuth2",
        "filterGroupsUi": {
          "filterGroupsValues": [
            {
              "filtersUi": {
                "filterValues": [
                  {
                    "value": "={{ $('Webhook').item.json.body['Client Email'] }}",
                    "propertyName": "email|string"
                  }
                ]
              }
            }
          ]
        },
        "additionalFields": {}
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "id": "pQcxnwCMnLiFiQOJ",
          "name": "HubSpot account"
        }
      },
      "notesInFlow": true,
      "typeVersion": 2.1
    },
    {
      "id": "cb2bb828-ca8c-473a-a485-c8cde6116388",
      "name": "HubSpot Save Notes",
      "type": "n8n-nodes-base.hubspot",
      "notes": "Add meeting notes in the contact form",
      "position": [
        1120,
        160
      ],
      "parameters": {
        "type": "meeting",
        "metadata": {
          "body": "={{ $('Summarization').item.json.response.text }}",
          "title": "New meeting"
        },
        "resource": "engagement",
        "authentication": "oAuth2",
        "additionalFields": {
          "associations": {
            "contactIds": "={{ $json.properties.hs_object_id }}"
          }
        }
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "id": "pQcxnwCMnLiFiQOJ",
          "name": "HubSpot account"
        }
      },
      "notesInFlow": true,
      "typeVersion": 2.1
    }
  ],
  "active": true,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "428e832a-7b0e-4e88-9695-6d793067deb8",
  "connections": {
    "Gmail": {
      "ai_tool": [
        [
          {
            "node": "Router Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Slack": {
      "main": [
        [
          {
            "node": "WhatsApp Business Cloud",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Webhook": {
      "main": [
        [
          {
            "node": "Define routing emails",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Router Agent": {
      "main": [
        []
      ]
    },
    "Summarization": {
      "main": [
        [
          {
            "node": "Router Agent",
            "type": "main",
            "index": 0
          },
          {
            "node": "HubSpot Search Client",
            "type": "main",
            "index": 0
          },
          {
            "node": "Slack",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "Summarization",
            "type": "ai_languageModel",
            "index": 0
          },
          {
            "node": "Router Agent",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Define routing emails": {
      "main": [
        [
          {
            "node": "Summarization",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "HubSpot Search Client": {
      "main": [
        [
          {
            "node": "HubSpot Save Notes",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}

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