AI通話要約 + HubSpotフォローアップタスク

• •HubSpot API Key
• •OpenAI API Key

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      "name": "メールで連絡先を検索",
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      "parameters": {
        "operation": "search",
        "authentication": "oAuth2",
        "filterGroupsUi": {
          "filterGroupsValues": [
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              "filtersUi": {
                "filterValues": [
                  {
                    "value": "={{ $json['Contact email'] }}",
                    "propertyName": "email|string"
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                ]
              }
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          ]
        },
        "additionalFields": {
          "properties": "={{ [\"email\",\"firstname\",\"lastname\",\"jobtitle\",\"company\",\"country\",\"state\",\"city\",\"hs_language\",\"phone\",\"mobilephone\",\"lifecyclestage\",\"hs_lead_status\",\"hubspot_owner_id\",\"hs_email_last_open_date\",\"hs_email_last_reply_date\",\"hs_latest_meeting_activity\",\"hs_sequences_is_enrolled\",\"hs_sequences_enrolled_count\",\"createdate\",\"hs_lastmodifieddate\",\"hs_timezone\",\"notes_last_contacted\",\"hs_object_id\"] }}"
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      "typeVersion": 2.1
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      "webhookId": "4f87bdf1-6594-4675-a20e-037a7f287da5",
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        "options": {},
        "formTitle": "Get transcript",
        "formFields": {
          "values": [
            {
              "fieldType": "email",
              "fieldLabel": "Contact email",
              "requiredField": true
            },
            {
              "fieldType": "textarea",
              "fieldLabel": "Paste transcript here",
              "requiredField": true
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        "text": "=### Inputs\n\n* **Contact info:** `{{  JSON.stringify($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 **120–160 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 “unknown”.\n* Normalize dates to `YYYY-MM-DD` (use next business day for “tomorrow”, +7 days for “next week”).\n* Keep original spelling for names/companies.\n* Use concise language; no fluff.\n\nRespond ONLY in the following JSON format:\n{\n  \"Summary\": \"<120–160 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}",
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      "name": "通話要約を記録",
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      "parameters": {
        "type": "call",
        "metadata": {
          "body": "={{ $json.output.Summary }}",
          "status": "COMPLETED"
        },
        "resource": "engagement",
        "authentication": "oAuth2",
        "additionalFields": {
          "associations": {
            "contactIds": "={{ $('Find Contact by Email').item.json.id }}"
          }
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      "typeVersion": 2.1
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      "name": "フォローアップタスクを作成",
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      "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",
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      "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') }}"
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        "content": "## Get call transcript and contact"
      },
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        "content": "## Add call summary, follow-up task and contact properties"
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        "content": "## AI Call Summary to HubSpot + Follow-Up Task\n\nPaste a recent call transcript and the contact’s email to auto-log a clean summary in HubSpot and create a follow-up task.\n\n## How it works\n* Capture the contact email and transcript via a form.\n* Look up the contact in HubSpot by email.\n* Send the transcript (and known contact fields) to AI to:\n  * Summarize the call (120–160 words).\n  * Propose a single, actionable follow-up task.\n  * Suggest updates for missing contact properties (city, country, title, function).\n* Log the summary as a completed Call in HubSpot.\n* Create a Task in HubSpot with the AI-generated title/body.\n* Optionally update the HubSpot contact from the transcript hints.\n\n## How to use\n* Open the Form: Capture Transcript node and submit an email + transcript.\n* In AI: Summarize Call & Draft Task, you can tweak the prompt rules if needed.\n* Ensure your HubSpot OAuth is connected on all HubSpot nodes.\n* (Optional) Review the Update Contact from Transcript mappings before enabling in production."
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        "content": "### 💡 Customizing this workflow\n\n- Instead of a form, try using a google drive folder to fetch call transcripts\n- Take it a step further - extract the audio from the call recording using AI\n- Get creative with fields - add any addtional contact fields to the \"Update Contact\" tool and let the AI auto-populate those based on the transcript "
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        "formMode": "test",
        "submittedAt": "2025-09-26T11:15:57.804+02:00",
        "Contact email": "miha.ambroz@pm.me",
        "Paste transcript here": "Me: Hi prospect\r\nHans: Hi I am actually from hungary and I work as A product manager. Not sure you have that infor in the crm"
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