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AI & researchAgentChain SummarizationFormForm TriggerGmail Tool

Save the data to Hubspot

Configured with Agent, Chain Summarization, Form, Form Trigger, and additional nodes. Review the connections and setup before adapting this template.

Workflow preview
IntegrationHubSpotHubspotIntegrationHubSpot1HubspotAI & modelsRouter AgentAgentAI & modelsSummarizationChain SummarizationTriggerEnter Client TranscriptForm TriggerIntegrationFormFormAI & modelsOpenAI Chat ModelOpenAI Chat ModelTransformDefine routing emailshereEdit FieldsMessagingGmailGmail Tool

Node categories in this workflow

  • Integration
  • AI & models
  • Trigger
  • Transform
  • Messaging

Icons describe general node roles, inferred from node types. Inspect the parameters for the configured action.

Drag to pan; use + and − to zoom. Reconstructed from the exported node positions; nothing runs here. Dashed lines represent non-main connections. Full node names and notes appear below.

How it works

The exported workflow contains the following configured nodes. Their connections are shown above; inspect the JSON for the complete logic, expressions, and external actions.

Workflow node names, types, and operations
NodeCategoryTypeOperation
HubSpotIntegrationHubspotengagement
HubSpot1IntegrationHubspotsearch
Router AgentAI & modelsAgentSee node parameters
SummarizationAI & modelsChain SummarizationSee node parameters
Enter Client TranscriptTriggerForm TriggerSee node parameters
FormIntegrationFormcompletion
OpenAI Chat ModelAI & modelsOpenAI Chat ModelSee node parameters
Define routing emails hereTransformEdit FieldsSee node parameters
GmailMessagingGmail ToolSee node parameters

Setup

  1. Download the JSON and import it into an isolated n8n instance. Leave the workflow inactive.
  2. Connect your own credentials through n8n’s credential store. Replace REPLACE_WITH_* values with your resource identifiers.
  3. Inspect API destinations, Code nodes, database queries, file paths, and outbound actions.
  4. Run with synthetic data and harmless destinations. Enable triggers only after checking the actual outputs.

Requirements

An n8n instance with the listed node types and compatible versions. Service-connected workflows may require accounts, credentials, or paid APIs.

Credential types declared in the source

  • gmailOAuth2
  • hubspotOAuth2Api
  • openAiApi

Workflow notes

HubSpot

Add meeting notes in the contact form

HubSpot1

Search for the id

Save the data to Hubspot

Save the data to Hubspot

  • Search for the client ID based on his email
  • Upload the summarized conversation as meeting notes
Router agent

Router agent

Makes decisions with the help of an LLM

  • Analyzes the content
  • Decides which part of the transcript is relevant to the different departments
  • Sends the emails to the departments
Router Agent

Route the client feedback topics to the relevant department

Summarization

The transcript is summarized

Enter Client Transcript

The transcript can come from fireflies or Team etc.

Set the emails HERE

Set the emails HERE

For each responsible in your company.

Contact me

Contact me

  • If you need any modification to this workflow
  • if you need some help with this workflow
  • Or if you need any workflow in n8n, Make, or Langchain / Langgraph

Write to me: user@example.com

Save the data to Hubspot

Save the data to Hubspot

Purpose and structure

This folder contains the Save the data to Hubspot workflow. Its executable nodes use agent, chainSummarization, form, formTrigger, gmailTool, hubspot, lmChatOpenAi, set. The table and connection map below are derived from the JSON, not an inferred guarantee of behavior.

Setup

Import inactive. Configure your own credentials and replace REPLACE_WITH_* values. Review external destinations and Code nodes before running.

Entry points

Enter Client Transcript

Verification

Sanitized source candidate; not runtime-tested. This overview is generated from node metadata. Read the folder README for the connection map, credential types, and license.

Attribution

https://github.com/Zie619/n8n-workflows/blob/94007c1445d9258a7da116646b79473e7c7c3282/workflows/Form/0890_Form_Stickynote_Send_Triggered.json MIT; preserve source notices.

Canvas section labels

These name areas of the original canvas; they do not include explanatory instructions.

  • Starting form

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