Summarize Calls & Notify Teams via HubSpot, Slack, Email, WhatsApp
Last edited 38 days ago
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 — 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 and visibility.
**Multi-Channel Alerts: **The summary is also sent via WhatsApp and Slack to keep internal teams instantly informed, regardless of platform.
Use Case: Ideal for sales, customer service, or operations teams who manage client conversations and want to ensure seamless cross-departmental communication, documentation, and follow-up.
Apps Used:
Webhook (Trigger)
OpenAI (or other AI/NLP for summarization)
HubSpot
Slack
WhatsApp (via Twilio or third-party provider)
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