Project Overview: AI Call Summary and Routing Engine

Overview:

This n8n workflow automatically captures, summarizes, and routes call insights using an AI Agent. It ensures immediate distribution of data to sales and support teams across multiple platforms.

Key Automated Steps:

• Capture & Summarize: Triggered by a Webhook, the OpenAI Chat Model analyzes the transcript to generate concise summaries and action items.

• CRM Update: HubSpot is used to find the client record and upload the summarized notes automatically.

• Multi-Channel Distribution: The summary is instantly sent to teams via Slack and WhatsApp.

• Intelligent Routing: An AI Router Agent sends targeted email notifications based on the content's relevance.

Outcome:

A hands-free solution that eliminates manual note-taking, boosts responsiveness, and ensures all client insights are instantly saved to HubSpot and delivered to the relevant teams.