Automate Meeting Agenda Creation from HubSpot Opportunities

• 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.

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.

1. 1
   Import the workflow template into n8n.
2. 2
   Connect your HubSpot and Google Drive accounts.
3. 3
   Set up the SMTP credentials for email notifications.
4. 4
   Configure the meeting agendas folder ID in Google Drive.
5. 5
   Test the workflow by changing a deal stage in HubSpot.