Process client conversations: summarize, classify, and

This workflow automates the processing of client conversation transcripts. Using LLM analysis (GPT-4o-mini), it summarizes the dialogue, identifies the responsible department, and routes notifications to HubSpot, Slack, WhatsApp, and email. The solution saves team time and reduces the risk of losing critical context.

## Who it´s for
- Customer success managers who need to automatically log meetings in CRM
- Support teams handling inbound requests from multiple channels
- Sales and admin managers receiving targeted client alerts

## What the automation does
- Receives conversation transcript via HTTP webhook
- Summarizes the text using GPT-4o-mini
- Classifies the topic and determines the correct department: support, admin, or sales
- Saves the summary as a note in HubSpot linked to the contact
- Sends notifications to Slack and WhatsApp
- Delivers context-rich emails via Gmail to relevant team members

## What´s included
- Ready-to-use n8n workflow with LangChain and OpenAI integration
- Trigger and handler logic based on content analysis
- Integrations with Webhook, HubSpot, Gmail, Slack, and WhatsApp Business Cloud
- Basic textual guide for setup and adaptation

## Requirements for setup
- Access to an n8n instance
- Active accounts in HubSpot, Gmail, Slack, and WhatsApp Business Cloud
- Valid API keys or OAuth access for all listed services
- Configured webhook endpoint to receive transcripts

## Benefits and outcomes
- Reduced response time to client inquiries
- Minimized risk of information loss
- Automatic meeting logging in CRM without manual input
- Topic-based routing of requests across departments
- Improved inter-team coordination
- Lower workload for managers due to automated summarization

## Important: template only
Important: you are purchasing a ready-made automation workflow template only. Rollout into your infrastructure, connecting specific accounts and services, 1:1 setup help, custom adjustments for non-standard stacks and any consulting support are provided as a separate paid service at an individual rate. To discuss custom work or 1:1 help, contact via Telegram: @gleb923.