Automated client feedback routing from conversation transcripts to HubSpot

• Automate the collection of client feedback from conversation transcripts.
• Route client concerns to the relevant departments based on conversation content.
• Summarize lengthy client conversations for quick reference.
• Integrate client feedback into HubSpot for better CRM management.

Client inputs conversation details through a web form. The workflow captures the client email and conversation transcript. AI summarizes the conversation to extract key points. The summarized feedback is analyzed to determine the relevant department. An email notification is sent to the appropriate team via Gmail. Meeting notes are added to the client's HubSpot profile.

1. 1
   Import the workflow template into n8n.
2. 2
   Connect your HubSpot and Gmail accounts.
3. 3
   Configure the form fields for client input.
4. 4
   Set up the email addresses for department notifications.
5. 5
   Test the workflow by submitting a sample client conversation.