AI Agent: Automated Call Summaries & Multi-Channel Team Notifications

Unlock Seamless Post-Call Efficiency with this AI Agent

This AI Agent transforms how you handle call and meeting transcriptions. It connects to your transcription source via a webhook, then leverages advanced AI (powered by models like OpenAI's GPT integrated via Langchain frameworks) to perform intelligent summarization and information extraction. Key details such as action items, involved departments, and client specifics are identified and pulled out.

The Agent then orchestrates a multi-channel communication flow:

• Relevant summarized information is routed to specific departments via email, based on content classification.
• Call summaries are automatically logged in HubSpot, enriching contact or deal records for complete visibility.
• Instant alerts with summaries are dispatched via WhatsApp and Slack, keeping internal teams aligned and informed on their preferred platforms.

This AI-driven automation is perfect for sales, customer service, and operations teams looking to streamline documentation, ensure consistent follow-up, and foster better cross-departmental collaboration after every client interaction.

Key Features & Benefits

• AI-Powered Summarization & Extraction: Utilizes Langchain frameworks with LLMs (e.g., OpenAI) to distill lengthy call transcripts into concise, actionable summaries and extract critical data like action items, client details, and departmental relevance.
• Automated CRM Enrichment: Seamlessly syncs call summaries and extracted information to associated contacts or deals in HubSpot, ensuring your CRM is always up-to-date.
• Intelligent Departmental Routing: Leverages AI to classify call content and automatically route summaries and key points to the correct departments via email.
• Instant Multi-Channel Alerts: Keeps teams in the loop by delivering summaries and updates through Slack channels/DMs and WhatsApp messages.
• Webhook Integration: Easily triggered by various transcription services or meeting platforms that support webhooks.
• Customizable AI Prompts: Tailor the AI's summarization and extraction behavior to fit your specific business needs and terminology within the Langchain nodes.
• Reduced Manual Work: Frees up your team from tedious post-call manual data entry and communication tasks, boosting productivity.

• An n8n instance (Cloud or self-hosted).
• OpenAI API Key (or credentials for your chosen LLM compatible with Langchain, e.g., for the 'OpenAI Chat Model' node).
• HubSpot account credentials.
• Slack app configured in your workspace with necessary permissions and credentials.
• WhatsApp Business API access (e.g., via Meta for Developers or a provider like Twilio) and credentials for the WhatsApp node.
• Email sending credentials (e.g., SMTP server details, or API key for a transactional email service configured in the Email node).
• A system capable of sending call transcription data to the n8n webhook URL.

1. Download the n8n workflow JSON file.
2. Import the workflow into your n8n instance.
3. Configure the 'Webhook' node: Copy the Test/Production URL. Set this URL as the destination in your call transcription service or any system that will send the transcript data.
4. Configure AI Processing Nodes (e.g., 'Summarization Chain', 'AI Agent', 'OpenAI Chat Model'):
   • In the Langchain 'Summarization Chain' or 'AI Agent' node, ensure the correct LLM sub-node (e.g., 'OpenAI Chat Model') is selected and configured.
   • In the 'OpenAI Chat Model' node (or your chosen LLM node), enter your API Key and select the desired model (e.g., gpt-3.5-turbo, gpt-4).
   • Customize the prompts within the AI nodes to guide summarization, information extraction (e.g., action items, departments, client details), and content classification for routing, if needed.
5. Configure the 'HubSpot' node:
   • Create or select your HubSpot credentials.
   • Choose the 'Resource' (e.g., Contact, Deal, Note) and 'Operation' (e.g., Update, Create).
   • Map the AI-generated summary and extracted details to the relevant HubSpot fields.
6. Configure the 'Slack' node:
   • Create or select your Slack credentials.
   • Specify the 'Channel Name/ID' or 'User Name/ID' for notifications.
   • Customize the message content using data from previous nodes (e.g., AI summary).
7. Configure the 'Email' node (e.g., 'Send Email'):
   • Set up your email sending credentials.
   • Define 'To Address', 'Subject', and 'Body', using expressions to include the summary and other relevant data.
8. Configure the 'WhatsApp' node:
   • Create or select your WhatsApp Business Cloud credentials.
   • Specify the recipient phone number and the message template or text, incorporating the call summary.
9. Review data mapping: Ensure data flows correctly between all nodes, especially the outputs from AI nodes to the notification and CRM nodes. Use the expression editor to pass data.
10. Test thoroughly: Send a sample transcription payload to the webhook's URL (use Test URL first, then Production URL after activating) or use the 'Execute Node' feature with example data to verify each step.
11. Activate the workflow for live operation.