Use Cases
- Automate the collection of client feedback through forms.
- Summarize client conversations for efficient communication.
- Route feedback to appropriate departments based on content analysis.
- Integrate with HubSpot for seamless CRM updates.
- Enhance customer support by ensuring timely responses.
How It Works
Clients submit their feedback through a form. The submitted transcripts are summarized using an AI model. The summarized content is analyzed to determine the relevant department. Emails are sent to the appropriate teams based on the analysis. Meeting notes are added to HubSpot for record-keeping.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the form fields for client feedback.
- 3Set up the HubSpot and Gmail credentials.
- 4Define routing emails for different departments.
- 5Test the workflow with sample data.
Apps Used
HubSpot
OpenAI
Gmail
Categories
Target Roles
Tags
#process automation
#email automation
#ai content generation