Use Cases
- Automatically generate meeting agendas based on CRM data.
- Notify team members about upcoming meetings with structured agendas.
- Integrate AI to enhance meeting preparation and organization.
How It Works
Trigger workflow on deal stage changes in HubSpot. Fetch deal details and recent activities related to the opportunity. Generate a structured meeting agenda using OpenAI's GPT-4. Convert the agenda into a markdown document. Upload the document to Google Drive and notify the deal owner via email.
Setup Steps
- 1Import the workflow template into n8n.
- 2Connect your HubSpot and Google Drive accounts.
- 3Set up the SMTP credentials for email notifications.
- 4Configure the meeting agendas folder ID in Google Drive.
- 5Test the workflow by changing a deal stage in HubSpot.
Apps Used
HubSpot
OpenAI
Google Drive
SMTP
Categories
Target Roles
Tags
#ai content generation
#process automation
#email automation