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Summarize Calls & Notify Teams via HubSpot, Slack, Email, WhatsApp

n8n template #4641
This workflow automates the process of handling conversation transcriptions and distributing key information across your organization. Here's what it does: Trigger: The workflow is initiated via a webhook that receives a transcription (e.g., from a call or meeting). Summarization & Extraction: Using AI, the transcription is summarized, and key information is extracted โ€” such as action items, departments involved, and client details. Department Notifications: The relevant summarized information is automatically routed to specific departments via email based on content classification. CRM Sync: The summarized version is saved to the associated contact or deal in HubSpot for future reference an

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Prompt

Help me set up the n8n workflow "Summarize Calls & Notify Teams via HubSpot, Slack, Email, WhatsApp" (https://n8n.io/workflows/4641). It uses: Slack, HubSpot, WhatsApp Business Cloud, AI Agent, Summarization Chain, OpenAI Chat Model. Import the template JSON into my n8n instance, list every credential I need to create, and walk me through testing it.

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