Use Cases
- Automatically create contacts in HubSpot from email attachments
- Extract and process information from PDF files received via email
- Enhance customer relationship management by automating note-taking
- Streamline data entry processes for sales and marketing teams
How It Works
Triggers on new email messages in Gmail Extracts and parses content from PDF attachments Uses OpenAI to interpret and format the data Creates new contacts and adds notes in HubSpot
Setup Steps
- 1Import the workflow template into n8n
- 2Connect your Gmail account to the Email Trigger node
- 3Set up the PDF Parser node to handle incoming PDF files
- 4Configure the OpenAI node with your desired prompt
- 5Link the HubSpot node to create contacts and add notes
Apps Used
Gmail
OpenAI
HubSpot
Categories
Target Roles
Industries
Tags
#process automation
#email automation
#pdf automation