Use Cases
- Automate summarization of team discussions for better record-keeping
- Improve data entry efficiency by integrating chat summaries into CRM
- Enhance team collaboration by sharing summarized insights with stakeholders
How It Works
Trigger the workflow with incoming chat data from Microsoft Teams Fetch the relevant chat data using an HTTP request Utilize AI to summarize the fetched chat content Send the summarized chat data to the CRM system
Setup Steps
- 1Import the workflow template into your n8n instance
- 2Configure the webhook URL for Microsoft Teams
- 3Set up the HTTP request parameters for fetching chat data
- 4Adjust the AI summarization settings as needed
- 5Specify the CRM endpoint for sending summarized data
Apps Used
Microsoft Teams
OpenAI
Categories
Target Roles
Industries
Tags
#ai content generation
#process automation
#workflow management