Miha This workflow corresponds to n8n.io template #8966 — we link there as the canonical source.
This workflow follows the Agent → Form Trigger recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
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{
"id": "9otDcOI7hYF7QELs",
"name": "AI Call Summary to HubSpot + Follow-Up Task",
"tags": [],
"nodes": [
{
"id": "62aa0111-3390-474f-9779-1d389398d3a0",
"name": "Find Contact by Email",
"type": "n8n-nodes-base.hubspot",
"position": [
528,
224
],
"parameters": {
"operation": "search",
"authentication": "oAuth2",
"filterGroupsUi": {
"filterGroupsValues": [
{
"filtersUi": {
"filterValues": [
{
"value": "={{ $json['Contact email'] }}",
"propertyName": "email|string"
}
]
}
}
]
},
"additionalFields": {
"properties": "={{ [\"email\",\"firstname\",\"lastname\",\"jobtitle\",\"company\",\"country\",\"state\",\"city\",\"hs_language\",\"phone\",\"mobilephone\",\"lifecyclestage\",\"hs_lead_status\",\"hubspot_owner_id\",\"hs_email_last_open_date\",\"hs_email_last_reply_date\",\"hs_latest_meeting_activity\",\"hs_sequences_is_enrolled\",\"hs_sequences_enrolled_count\",\"createdate\",\"hs_lastmodifieddate\",\"hs_timezone\",\"notes_last_contacted\",\"hs_object_id\"] }}"
}
},
"typeVersion": 2.1
},
{
"id": "bc13ee93-f748-4058-9429-a25883e9c25e",
"name": "OpenAI Chat Model",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
848,
448
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {}
},
"typeVersion": 1.2
},
{
"id": "1dbedf6b-1427-4127-a0bf-ac745c386e6a",
"name": "Form: Capture Transcript",
"type": "n8n-nodes-base.formTrigger",
"position": [
304,
224
],
"parameters": {
"options": {},
"formTitle": "Get transcript",
"formFields": {
"values": [
{
"fieldType": "email",
"fieldLabel": "Contact email",
"requiredField": true
},
{
"fieldType": "textarea",
"fieldLabel": "Paste transcript here",
"requiredField": true
}
]
}
},
"typeVersion": 2.3
},
{
"id": "e4ce0bc0-eaef-4d12-80af-8be92a32c059",
"name": "AI: Summarize Call & Draft Task",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
848,
224
],
"parameters": {
"text": "=### Inputs\n\n* **Contact info:** `{{ JSON.stringify($json.properties) }}`\n* **Call transcript (plain text):** `{{ $('Form: Capture Transcript').item.json['Paste transcript here'] }}`\n\n### Your goals\n\n1. Read the transcript and capture: participants, company, role, problem/opportunity, key requirements, objections/blockers, timeline, and any metrics (team size, volume, \\$\\$, dates).\n2. Write a **120\u2013160 word** plain-English summary a teammate can skim.\n3. Create **one actionable follow-up task** that clearly moves the deal forward.\n4. Based on what you've learned from the call transcript, update any missing HubSpot contact information (blank fields) using the HubSpot \"Update Contact\" tool.\n\n### Rules\n\n* Be factual; **do not invent** details.\n* If data is missing, note it as \u201cunknown\u201d.\n* Normalize dates to `YYYY-MM-DD` (use next business day for \u201ctomorrow\u201d, +7 days for \u201cnext week\u201d).\n* Keep original spelling for names/companies.\n* Use concise language; no fluff.\n\nRespond ONLY in the following JSON format:\n{\n \"Summary\": \"<120\u2013160 word recap>\",\n \"Task name\": \"<imperative title, e.g., Schedule security review with IT lead>\",\n \"Task body\": \"<what to deliver, needed inputs, owner, due date and success criteria>\"\n}",
"options": {},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 2.2
},
{
"id": "4fdbc6bf-5cf9-4eb1-9951-f865ec218126",
"name": "Log Call Summary",
"type": "n8n-nodes-base.hubspot",
"position": [
1200,
224
],
"parameters": {
"type": "call",
"metadata": {
"body": "={{ $json.output.Summary }}",
"status": "COMPLETED"
},
"resource": "engagement",
"authentication": "oAuth2",
"additionalFields": {
"associations": {
"contactIds": "={{ $('Find Contact by Email').item.json.id }}"
}
}
},
"typeVersion": 2.1
},
{
"id": "23a2c237-2a38-48c8-9c6b-3ca2f07e1816",
"name": "Create Follow-Up Task",
"type": "n8n-nodes-base.hubspot",
"position": [
1424,
224
],
"parameters": {
"type": "task",
"metadata": {
"body": "={{ $('AI: Summarize Call & Draft Task').item.json.output['Task body'] }}",
"status": "NOT_STARTED",
"subject": "={{ $('AI: Summarize Call & Draft Task').item.json.output['Task name'] }}",
"forObjectType": "CONTACT"
},
"resource": "engagement",
"authentication": "oAuth2",
"additionalFields": {
"associations": {
"contactIds": "={{ $('Find Contact by Email').item.json.id }}"
}
}
},
"typeVersion": 2.1
},
{
"id": "8fcb293d-d6b2-4553-af27-cc340208fa8d",
"name": "Update Contact from Transcript",
"type": "n8n-nodes-base.hubspotTool",
"position": [
1040,
448
],
"parameters": {
"email": "={{ $('Form: Capture Transcript').item.json['Contact email'] }}",
"options": {},
"authentication": "oAuth2",
"additionalFields": {
"city": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('City', `Update this if the prospect mentions the city`, 'string') }}",
"country": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Country_Region', `Update this if the prospect mentions the country`, 'string') }}",
"jobTitle": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Job_Title', `Update this if the prospect mentions their job title`, 'string') }}",
"jobFunction": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Job_Function', `Update this if the prospect mentions their job function`, 'string') }}"
}
},
"typeVersion": 2.1
},
{
"id": "affbd7c1-1970-417b-b9e3-80ddea9a77bd",
"name": "Parse Structured Output",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
1216,
448
],
"parameters": {
"jsonSchemaExample": "{\n\"Summary\": \"Hand from ClearPath spoke with Jordan (Plumber) regarding slow onboarding. Jordan\u2019s company, which remains unknown, hires 25-40 new employees monthly...\",\n\"Task name\": \"Send demo invite and prep materials to Jordan\",\n\"Task body\": \"Deliver a calendar invite for the 2025-10-01 2:00 PM demo, including a short checklist for the IT lead to prepare and an outline for the two-week sandbox pilot.\"\n}"
},
"typeVersion": 1.3
},
{
"id": "f3513e1b-b8d2-45e6-a073-9ce960255765",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
240,
128
],
"parameters": {
"color": 7,
"width": 448,
"height": 304,
"content": "## Get call transcript and contact"
},
"typeVersion": 1
},
{
"id": "a287568d-b9ac-408a-b529-8705d5a7ea3a",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
752,
128
],
"parameters": {
"color": 7,
"width": 880,
"height": 496,
"content": "## Add call summary, follow-up task and contact properties"
},
"typeVersion": 1
},
{
"id": "d15dd7dd-df8e-4e07-a23a-cacf7a8f0173",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-368,
80
],
"parameters": {
"color": 5,
"width": 544,
"height": 544,
"content": "## AI Call Summary to HubSpot + Follow-Up Task\n\n### How it works\n1. Open the **Form** to enter the contact\u2019s email and a raw **call transcript**.\n2. The flow **finds the HubSpot contact** by email and pulls key properties.\n3. **AI** returns a 120\u2013160-word call summary, one follow-up task, and proposed contact updates (eg. the contact's job title).\n4. The summary is **logged as a completed Call** on the contact in HubSpot.\n5. The task is **created in HubSpot** and associated with the contact.\n6. (Optional) Contact properties are **updated** from the transcript via the HubSpot tool.\n\n### Setup\n- [ ] Connect all HubSpot nodes.\n- [ ] Add your credentials to the OpenAI Chat Model.\n\n### Customize\n- **Prompt:** Tweak tone, length, required fields, and date rules.\n- **Fields:** Add more HubSpot props; map extra updates (city, country, title, function, etc.).\n- **Input:** Swap the form for Gmail/Drive/Zoom or a folder watcher.\n- **Approval:** Insert a Slack review step before HubSpot writes.\n"
},
"typeVersion": 1
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "f94ea283-ffe5-478c-8ca1-111c00923f75",
"connections": {
"Log Call Summary": {
"main": [
[
{
"node": "Create Follow-Up Task",
"type": "main",
"index": 0
}
]
]
},
"OpenAI Chat Model": {
"ai_languageModel": [
[
{
"node": "AI: Summarize Call & Draft Task",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Find Contact by Email": {
"main": [
[
{
"node": "AI: Summarize Call & Draft Task",
"type": "main",
"index": 0
}
]
]
},
"Parse Structured Output": {
"ai_outputParser": [
[
{
"node": "AI: Summarize Call & Draft Task",
"type": "ai_outputParser",
"index": 0
}
]
]
},
"Form: Capture Transcript": {
"main": [
[
{
"node": "Find Contact by Email",
"type": "main",
"index": 0
}
]
]
},
"Update Contact from Transcript": {
"ai_tool": [
[
{
"node": "AI: Summarize Call & Draft Task",
"type": "ai_tool",
"index": 0
}
]
]
},
"AI: Summarize Call & Draft Task": {
"main": [
[
{
"node": "Log Call Summary",
"type": "main",
"index": 0
}
]
]
}
}
}
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About this workflow
This n8n template turns raw call transcripts into clean HubSpot call logs and a single, actionable follow-up task—automatically. Paste a transcript and the contact’s email; the workflow finds the contact, summarizes the conversation in 120–160 words, proposes the next best…
Source: https://n8n.io/workflows/8966/ — original creator credit. Request a take-down →
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