Generate Customer Success Playbooks from HubSpot Data

• Automate the generation of customer success playbooks based on CRM data.
• Enhance customer engagement by providing tailored action plans for account managers.
• Streamline task management in HubSpot by creating actionable items from generated playbooks.

Triggers weekly to fetch target accounts from HubSpot. Normalizes account data for processing. Generates customized playbooks using OpenAI's GPT-4. Parses the generated JSON to extract key elements. Creates a Notion page for each playbook and sets up tasks in HubSpot. Sends notifications via Slack to inform the team about new playbooks.

1. 1
   Import the workflow template into n8n.
2. 2
   Connect your HubSpot, OpenAI, Notion, and Slack accounts.
3. 3
   Adjust the cron schedule if necessary.
4. 4
   Test the workflow to ensure all connections are functioning properly.