Analyse von Kundenaufzeichnungen mit GPT-4o Mini, HubSpot und Gmail sowie Weiterleitung von Feedback

Fortgeschritten

Dies ist ein Sales, Support, AI, Marketing-Bereich Automatisierungsworkflow mit 14 Nodes. Hauptsächlich werden Set, Form, Hubspot, GmailTool, FormTrigger und andere Nodes verwendet, kombiniert mit KI-Technologie für intelligente Automatisierung. Analyse der Kundenaufzeichnungen und Routing von Feedback mit GPT-4o Mini, HubSpot und Gmail

Voraussetzungen
  • HubSpot API Key
  • Google-Konto + Gmail API-Anmeldedaten
  • OpenAI API Key
Workflow-Vorschau
Visualisierung der Node-Verbindungen, mit Zoom und Pan
Workflow exportieren
Kopieren Sie die folgende JSON-Konfiguration und importieren Sie sie in n8n
{
  "nodes": [
    {
      "id": "d681d557-cb02-4fb1-9871-bfae504992ca",
      "name": "HubSpot",
      "type": "n8n-nodes-base.hubspot",
      "notes": "Add meeting notes in the contact form",
      "position": [
        260,
        40
      ],
      "parameters": {
        "type": "meeting",
        "metadata": {
          "body": "={{ $('Summarization').item.json.response.text }}",
          "title": "New meeting"
        },
        "resource": "engagement",
        "authentication": "oAuth2",
        "additionalFields": {
          "associations": {
            "contactIds": "={{ $json.properties.hs_object_id }}"
          }
        }
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "id": "JxzF93M0SJ00jDD9",
          "name": "HubSpot account"
        }
      },
      "notesInFlow": true,
      "typeVersion": 2.1
    },
    {
      "id": "e4849449-3464-4deb-a9be-07b3d0bb2d56",
      "name": "HubSpot1",
      "type": "n8n-nodes-base.hubspot",
      "notes": "Search for the id",
      "position": [
        20,
        40
      ],
      "parameters": {
        "operation": "search",
        "authentication": "oAuth2",
        "filterGroupsUi": {
          "filterGroupsValues": [
            {
              "filtersUi": {
                "filterValues": [
                  {
                    "value": "={{ $('Enter Client Transcript').item.json['client email'] }}",
                    "propertyName": "email|string"
                  }
                ]
              }
            }
          ]
        },
        "additionalFields": {}
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "id": "JxzF93M0SJ00jDD9",
          "name": "HubSpot account"
        }
      },
      "notesInFlow": true,
      "typeVersion": 2.1
    },
    {
      "id": "16ac22b7-62fd-429c-b766-5ffe503a3231",
      "name": "Notizzettel",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -60,
        -80
      ],
      "parameters": {
        "color": 4,
        "width": 540,
        "height": 280,
        "content": "## Save the data to Hubspot\n- Search for the client ID based on his email\n- Upload the summarized conversation as meeting notes"
      },
      "typeVersion": 1
    },
    {
      "id": "4f51bfc1-8270-4e04-b395-f4ceed9129a4",
      "name": "Notizzettel1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -60,
        220
      ],
      "parameters": {
        "color": 4,
        "width": 540,
        "height": 520,
        "content": "## Router agent\nMakes decisions with the help of an LLM  \n- Analyzes the content\n- Decides which part of the transcript is relevant to the different departments\n- Sends the emails to the departments\n"
      },
      "typeVersion": 1
    },
    {
      "id": "96142f55-cbb4-47e9-a44e-b4f783eeeeb5",
      "name": "Router Agent",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "notes": "Route the client feedback topics to the relevant department ",
      "position": [
        20,
        420
      ],
      "parameters": {
        "text": "={{ $('Enter Client Transcript').item.json['client conversation'] }}",
        "options": {
          "systemMessage": "=You are provided with some client-company conversation and should decide who has to be informed about the feedback. Always only inform one person. Those are your options: \n- It's about a product, send an email to {{ $('Define routing emails here').item.json['Product Email'] }}\n- It's about an invoicing problem, send an email to {{ $('Define routing emails here').item.json['Administrative Email'] }}\n- It's  related to a problem with the product, send an email to {{ $('Define routing emails here').item.json['Support Email'] }}\n- It's commercial related, send an email to {{ $('Define routing emails here').item.json['Commercial Email'] }}\n\nAdd the email of the person (\"{{ $('Enter Client Transcript').item.json['client email'] }}\") at the beginning of the text preceded by \"FROM CLIENT: \"\nUse the Mailjet tool to inform each of the most related department. Provide mailjet with a subject, an email, and the email body formated as html which is the client conversation itself."
        },
        "promptType": "define"
      },
      "notesInFlow": true,
      "typeVersion": 1.8
    },
    {
      "id": "0485667e-befa-4b69-998f-26e1b8a9f67f",
      "name": "Zusammenfassung",
      "type": "@n8n/n8n-nodes-langchain.chainSummarization",
      "notes": "The transcript is summarized",
      "position": [
        -360,
        200
      ],
      "parameters": {
        "options": {
          "summarizationMethodAndPrompts": {
            "values": {
              "prompt": "=Summarize the following Converstaion in 2-3 sentences:\n\n\" {{ $json['client conversation'] }}\"\n\nJust output the summarized conversation and nothing else. Use the same language as the input",
              "summarizationMethod": "stuff"
            }
          }
        }
      },
      "notesInFlow": true,
      "typeVersion": 2,
      "alwaysOutputData": false
    },
    {
      "id": "bb2826b5-18ec-4df7-990d-7fe99df759c8",
      "name": "Kundentranskript eingeben",
      "type": "n8n-nodes-base.formTrigger",
      "notes": "The transcript can come from fireflies or Team etc.",
      "position": [
        -800,
        200
      ],
      "webhookId": "4ba66bc9-8200-4b29-9d81-aaaca2ca8e0a",
      "parameters": {
        "options": {
          "appendAttribution": false
        },
        "formTitle": "Automate Client issue",
        "formFields": {
          "values": [
            {
              "fieldType": "email",
              "fieldLabel": "client email",
              "requiredField": true
            },
            {
              "fieldType": "textarea",
              "fieldLabel": "client conversation",
              "requiredField": true
            }
          ]
        }
      },
      "notesInFlow": true,
      "typeVersion": 2.2
    },
    {
      "id": "4ec42125-16dd-4c05-8816-3f3d986335ac",
      "name": "Formular",
      "type": "n8n-nodes-base.form",
      "position": [
        360,
        420
      ],
      "webhookId": "938c1d15-f510-4b66-abac-dca5ff89461d",
      "parameters": {
        "options": {},
        "operation": "completion",
        "completionTitle": "Ouput",
        "completionMessage": "={{ $json.output }}"
      },
      "typeVersion": 1
    },
    {
      "id": "5bdd3903-06f3-4c21-bc57-7127cfc6e433",
      "name": "OpenAI-Chat-Modell",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        -272,
        420
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4o-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "1IOLtYX7aTspCAN8",
          "name": "OpenAI Pollup"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "1abb54f8-0f65-4280-8b35-4dc7c3b1bb07",
      "name": "Routing-E-Mails hier definieren",
      "type": "n8n-nodes-base.set",
      "position": [
        -580,
        200
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "099d5326-3452-47b8-9dc0-acc0e6fd951e",
              "name": "Support Email",
              "type": "string",
              "value": "support@pollup.net"
            },
            {
              "id": "4ed84290-dbf7-47f7-8693-4f95e0c2fd7e",
              "name": "Administrative Email",
              "type": "string",
              "value": "admin@pollup.net"
            },
            {
              "id": "c39edf1f-b8e0-48ca-929c-294bbac52837",
              "name": "Product Email",
              "type": "string",
              "value": "product@pollup.net"
            },
            {
              "id": "614d4a5c-c9f2-4d82-bfcb-cfdcc8a4b07d",
              "name": "Commercial Email",
              "type": "string",
              "value": "commercial@pollup.net"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "c2d345e2-ce32-4337-91d5-ae8bf54e3d25",
      "name": "Gmail",
      "type": "n8n-nodes-base.gmailTool",
      "position": [
        180,
        640
      ],
      "webhookId": "ea898d49-e017-441c-bfe0-7a966435a570",
      "parameters": {
        "sendTo": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('To', ``, 'string') }}",
        "message": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Message', ``, 'string') }}",
        "options": {
          "appendAttribution": false
        },
        "subject": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Subject', ``, 'string') }}"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "DLjspol9TLgpGaXa",
          "name": "Gmail account 2"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "11210b0c-c33d-4c40-b20c-a8d3a1761863",
      "name": "Notizzettel2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -660,
        100
      ],
      "parameters": {
        "color": 4,
        "width": 260,
        "height": 260,
        "content": "## Set the emails HERE\nFor each responsible in your company."
      },
      "typeVersion": 1
    },
    {
      "id": "0d2e217d-5c3a-4fdb-a60e-091a50de553b",
      "name": "Notizzettel7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -860,
        -120
      ],
      "parameters": {
        "width": 460,
        "height": 200,
        "content": "## Contact me\n- If you need any modification to this workflow\n- if you need some help with this workflow\n- Or if you need any workflow in n8n, Make, or Langchain / Langgraph\n\nWrite to me: [thomas@pollup.net](mailto:thomas@pollup.net)"
      },
      "typeVersion": 1
    },
    {
      "id": "e7e40c88-374b-49d4-8c66-b8543a9376ea",
      "name": "Notizzettel3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -860,
        100
      ],
      "parameters": {
        "color": 4,
        "width": 180,
        "height": 260,
        "content": "## Starting form\n"
      },
      "typeVersion": 1
    }
  ],
  "connections": {
    "c2d345e2-ce32-4337-91d5-ae8bf54e3d25": {
      "ai_tool": [
        [
          {
            "node": "96142f55-cbb4-47e9-a44e-b4f783eeeeb5",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "e4849449-3464-4deb-a9be-07b3d0bb2d56": {
      "main": [
        [
          {
            "node": "d681d557-cb02-4fb1-9871-bfae504992ca",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "96142f55-cbb4-47e9-a44e-b4f783eeeeb5": {
      "main": [
        [
          {
            "node": "4ec42125-16dd-4c05-8816-3f3d986335ac",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "0485667e-befa-4b69-998f-26e1b8a9f67f": {
      "main": [
        [
          {
            "node": "96142f55-cbb4-47e9-a44e-b4f783eeeeb5",
            "type": "main",
            "index": 0
          },
          {
            "node": "e4849449-3464-4deb-a9be-07b3d0bb2d56",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "0485667e-befa-4b69-998f-26e1b8a9f67f",
            "type": "ai_languageModel",
            "index": 0
          },
          {
            "node": "96142f55-cbb4-47e9-a44e-b4f783eeeeb5",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "bb2826b5-18ec-4df7-990d-7fe99df759c8": {
      "main": [
        [
          {
            "node": "1abb54f8-0f65-4280-8b35-4dc7c3b1bb07",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "1abb54f8-0f65-4280-8b35-4dc7c3b1bb07": {
      "main": [
        [
          {
            "node": "0485667e-befa-4b69-998f-26e1b8a9f67f",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
Häufig gestellte Fragen

Wie verwende ich diesen Workflow?

Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.

Für welche Szenarien ist dieser Workflow geeignet?

Fortgeschritten - Vertrieb, Support, Künstliche Intelligenz, Marketing

Ist es kostenpflichtig?

Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.

Workflow-Informationen
Schwierigkeitsgrad
Fortgeschritten
Anzahl der Nodes14
Kategorie4
Node-Typen9
Schwierigkeitsbeschreibung

Für erfahrene Benutzer, mittelkomplexe Workflows mit 6-15 Nodes

Autor
PollupAI

PollupAI

@zeerobug

We create bespoke AI solutions, automations and agents that help your business as it scales.

Externe Links
Auf n8n.io ansehen

Diesen Workflow teilen

Kategorien

Kategorien: 34