GPT-4o Mini、HubSpot、Gmailを活用して顧客记录を分析し、フィードバックをルーティングする
中級
これはSales, Support, AI, Marketing分野の自動化ワークフローで、14個のノードを含みます。主にSet, Form, Hubspot, GmailTool, FormTriggerなどのノードを使用、AI技術を活用したスマート自動化を実現。 GPT-4o Mini、HubSpot、Gmailを使用して顧客記録を分析し、フィードバックをルーティング
前提条件
- •HubSpot API Key
- •Googleアカウント + Gmail API認証情報
- •OpenAI API Key
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
"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": "付箋",
"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": "付箋1",
"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": "ルーターエージェント",
"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": "要約",
"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": "顧客トランスクリプト入力",
"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": "フォーム",
"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 チャットモデル",
"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": "ルーティングメールの定義",
"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": "付箋2",
"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": "付箋7",
"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": "付箋3",
"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": [
[
{
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},
{
"node": "e4849449-3464-4deb-a9be-07b3d0bb2d56",
"type": "main",
"index": 0
}
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},
"5bdd3903-06f3-4c21-bc57-7127cfc6e433": {
"ai_languageModel": [
[
{
"node": "0485667e-befa-4b69-998f-26e1b8a9f67f",
"type": "ai_languageModel",
"index": 0
},
{
"node": "96142f55-cbb4-47e9-a44e-b4f783eeeeb5",
"type": "ai_languageModel",
"index": 0
}
]
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},
"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
}
]
]
}
}
}よくある質問
このワークフローの使い方は？
上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。
このワークフローはどんな場面に適していますか？
中級 - 営業, サポート, 人工知能, マーケティング
有料ですか？
このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス（OpenAI APIなど）は別途料金が発生する場合があります。
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ワークフロー情報
難易度
中級
ノード数14
カテゴリー4
ノードタイプ9
作成者
PollupAI
@zeerobugWe create bespoke AI solutions, automations and agents that help your business as it scales.
外部リンク
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