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使用GPT-4o Mini、HubSpot和Gmail分析客户记录并路由反馈

中级

这是一个Sales, Support, AI, Marketing领域的自动化工作流,包含 14 个节点。主要使用 Set, Form, Hubspot, GmailTool, FormTrigger 等节点,结合人工智能技术实现智能自动化。 使用GPT-4o Mini、HubSpot和Gmail分析客户记录并路由反馈

前置要求
  • HubSpot API Key
  • Google 账号和 Gmail API 凭证
  • OpenAI API Key
工作流预览
可视化展示节点连接关系,支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入,即可使用此工作流
{
  "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": "便签",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -60,
        -80
      ],
      "parameters": {
        "color": 4,
        "width": 540,
        "height": 280,
        "content": "## 将数据保存到 Hubspot"
      },
      "typeVersion": 1
    },
    {
      "id": "4f51bfc1-8270-4e04-b395-f4ceed9129a4",
      "name": "便签1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -60,
        220
      ],
      "parameters": {
        "color": 4,
        "width": 540,
        "height": 520,
        "content": "## 路由代理"
      },
      "typeVersion": 1
    },
    {
      "id": "96142f55-cbb4-47e9-a44e-b4f783eeeeb5",
      "name": "路由代理",
      "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": "摘要生成",
      "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": "输入客户转录",
      "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": "表单",
      "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 聊天模型",
      "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": "在此处定义路由邮件",
      "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": "便签2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -660,
        100
      ],
      "parameters": {
        "color": 4,
        "width": 260,
        "height": 260,
        "content": "## 在此处设置邮件"
      },
      "typeVersion": 1
    },
    {
      "id": "0d2e217d-5c3a-4fdb-a60e-091a50de553b",
      "name": "便签7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -860,
        -120
      ],
      "parameters": {
        "width": 460,
        "height": 200,
        "content": "## 联系我"
      },
      "typeVersion": 1
    },
    {
      "id": "e7e40c88-374b-49d4-8c66-b8543a9376ea",
      "name": "便签3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -860,
        100
      ],
      "parameters": {
        "color": 4,
        "width": 180,
        "height": 260,
        "content": "## 起始表单"
      },
      "typeVersion": 1
    }
  ],
  "connections": {
    "Gmail": {
      "ai_tool": [
        [
          {
            "node": "Router Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "HubSpot1": {
      "main": [
        [
          {
            "node": "HubSpot",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Router Agent": {
      "main": [
        [
          {
            "node": "Form",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Summarization": {
      "main": [
        [
          {
            "node": "Router Agent",
            "type": "main",
            "index": 0
          },
          {
            "node": "HubSpot1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "Summarization",
            "type": "ai_languageModel",
            "index": 0
          },
          {
            "node": "Router Agent",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Enter Client Transcript": {
      "main": [
        [
          {
            "node": "Define routing emails here",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Define routing emails here": {
      "main": [
        [
          {
            "node": "Summarization",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
常见问题

如何使用这个工作流?

复制上方的 JSON 配置代码,在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」,粘贴配置后根据需要修改凭证设置即可。

这个工作流适合什么场景?

中级 - 销售, 客户支持, 人工智能, 营销

需要付费吗?

本工作流完全免费,您可以直接导入使用。但请注意,工作流中使用的第三方服务(如 OpenAI API)可能需要您自行付费。

工作流信息
难度等级
中级
节点数量14
分类4
节点类型9
难度说明

适合有一定经验的用户,包含 6-15 个节点的中等复杂度工作流

作者
PollupAI

PollupAI

@zeerobug

We create bespoke AI solutions, automations and agents that help your business as it scales.

外部链接
在 n8n.io 查看

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