Analyze Client Transcripts, Summarize with AI, and Route Feedback via Email & HubSpot
This workflow triggers when a client conversation transcript is provided. It uses AI to analyze the transcript, searches HubSpot for the client's record, and uploads a summarized version as meeting notes. Based on the AI analysis, relevant feedback is categorized and routed to the appropriate internal teams via Gmail.
Apps Used:
OpenAI
HubSpot
GmailCategories:
How It Works
- 1Start workflow with a new client transcript.
- 2Analyze the transcript using AI to summarize it and categorize feedback by department.
- 3Find the client in HubSpot using their email.
- 4Upload the AI-generated summary as meeting notes to the client's HubSpot record.
- 5Based on the AI categories, send an email with the relevant feedback to the appropriate department using Gmail.
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