通话摘要与团队通知 - 通过HubSpot、Slack、邮件、WhatsApp
中级
这是一个Sales, AI, IT Ops领域的自动化工作流,包含 15 个节点。主要使用 Set, Slack, Hubspot, Webhook, WhatsApp 等节点,结合人工智能技术实现智能自动化。 通话摘要与团队通知 - 通过HubSpot、Slack、邮件、WhatsApp
前置要求
- •Slack Bot Token 或 Webhook URL
- •HubSpot API Key
- •HTTP Webhook 端点(n8n 会自动生成)
- •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
{
"id": "Gn5M1FfXUAVy6h9l",
"meta": {
"instanceId": "f70454a5d1bedfb04805f13a51a4a63e308e7fc8821155a97e93d697feaee047",
"templateCredsSetupCompleted": true
},
"tags": [],
"nodes": [
{
"id": "3d621f41-b73a-406a-bfda-fac0d2ed1499",
"name": "便签 1",
"type": "n8n-nodes-base.stickyNote",
"position": [
800,
340
],
"parameters": {
"color": 4,
"width": 540,
"height": 560,
"content": "## 路由代理"
},
"typeVersion": 1
},
{
"id": "249c22aa-58ca-40df-9157-7a00fbfd3dff",
"name": "路由代理",
"type": "@n8n/n8n-nodes-langchain.agent",
"notes": "Route the client feedback topics to the relevant department ",
"position": [
960,
540
],
"parameters": {
"text": "={{ $('Webhook').item.json.body['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').item.json['Support Email'] }}\n- It's about an invoicing problem, send an email to {{ $('Define routing emails').item.json['Administrative Email'] }}\n- It's related to a travelling/trip, send an email to {{ $('Define routing emails').item.json['Commercial Email'] }}\n\nAdd the email of the person (\"{{ $('Webhook').item.json.body['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": "cffeafac-75e0-4a60-91d3-0a7d3bdb7371",
"name": "摘要生成",
"type": "@n8n/n8n-nodes-langchain.chainSummarization",
"notes": "The transcript summarized here",
"position": [
360,
140
],
"parameters": {
"options": {
"summarizationMethodAndPrompts": {
"values": {
"prompt": "=Summarize the following Converstaion in 2-3 sentences:\n\n\"{{ $('Webhook').item.json.body['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": "ac5a16de-efb5-4603-bb52-2d85b007bf86",
"name": "OpenAI 聊天模型",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
460,
420
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4o-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "7mydLbpOJgXQKswc",
"name": "OpenAi account"
}
},
"typeVersion": 1.2
},
{
"id": "8644b46e-b64c-415b-acfc-103ef5c71903",
"name": "Gmail",
"type": "n8n-nodes-base.gmailTool",
"position": [
1040,
760
],
"webhookId": "be3ad85f-a576-44d6-9383-6a038edfb25a",
"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": "Eo7V1LrxcAy38kKf",
"name": "Harsh"
}
},
"typeVersion": 2.1
},
{
"id": "b02e1dad-6f07-4215-a89b-fb0763232bcb",
"name": "便签 2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-20,
40
],
"parameters": {
"color": 4,
"width": 260,
"height": 260,
"content": "## 在此设置邮件"
},
"typeVersion": 1
},
{
"id": "fec711e6-837a-4722-83b9-dc838770fcb3",
"name": "便签 3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-300,
40
],
"parameters": {
"color": 4,
"width": 260,
"height": 260,
"content": "## Webhook"
},
"typeVersion": 1
},
{
"id": "2af225aa-95b9-4578-9c8c-0c49bb5e8510",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
800,
40
],
"parameters": {
"color": 4,
"width": 540,
"height": 280,
"content": "## 将转录保存到 Hubspot"
},
"typeVersion": 1
},
{
"id": "fb226ebf-b62f-48ef-b291-17b4beb30ebc",
"name": "Slack",
"type": "n8n-nodes-base.slack",
"position": [
880,
-160
],
"webhookId": "ffba5d59-965e-4042-a5cd-d6d89c443e75",
"parameters": {
"text": "=Below is the latest summary.\n\n{{ $json.response.text }}",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "list",
"value": "C08VCE4AYNL",
"cachedResultName": "n8n"
},
"otherOptions": {},
"authentication": "oAuth2"
},
"credentials": {
"slackOAuth2Api": {
"id": "SbSspavlddGUo8F0",
"name": "Slack account"
}
},
"typeVersion": 2.3
},
{
"id": "5622a2af-726d-468c-88b2-22d66a449128",
"name": "便签 4",
"type": "n8n-nodes-base.stickyNote",
"position": [
800,
-280
],
"parameters": {
"color": 4,
"width": 540,
"height": 300,
"content": "## 将摘要发送至 Slack 和 WhatsApp"
},
"typeVersion": 1
},
{
"id": "d8b2181f-1c52-417b-9fdd-776e64a920ab",
"name": "WhatsApp Business Cloud",
"type": "n8n-nodes-base.whatsApp",
"position": [
1120,
-160
],
"webhookId": "36dba7ba-f6f2-45a0-ad5d-cfd5c1622a49",
"parameters": {
"template": "n8n_workflow_latest|en",
"components": {
"component": [
{
"bodyParameters": {
"parameter": [
{
"text": "={{ $('Webhook').item.json.body['Your Name'] }}"
},
{
"text": "={{ $('Summarization').item.json.response.text }}"
}
]
}
}
]
},
"phoneNumberId": "702894569566382",
"recipientPhoneNumber": "={{ $('Webhook').item.json.body['WhatsApp Contact Number'] }}"
},
"credentials": {
"whatsAppApi": {
"id": "bvkhSq7q9MuoWneA",
"name": "WhatsApp account"
}
},
"typeVersion": 1
},
{
"id": "039c62d8-3a33-4436-9577-e2dc45f9e694",
"name": "Webhook",
"type": "n8n-nodes-base.webhook",
"position": [
-220,
140
],
"webhookId": "1ffeacc2-1dbd-4a9e-bf3f-6811ddd31642",
"parameters": {
"path": "1ffeacc2-1dbd-4a9e-bf3f-6811ddd31642",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2
},
{
"id": "941ea710-68a5-46c7-b622-bf88b96430a7",
"name": "定义路由邮件",
"type": "n8n-nodes-base.set",
"position": [
60,
140
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "099d5326-3452-47b8-9dc0-acc0e6fd951e",
"name": "Support Email",
"type": "string",
"value": "info@encoresky.com"
},
{
"id": "4ed84290-dbf7-47f7-8693-4f95e0c2fd7e",
"name": "Administrative Email",
"type": "string",
"value": "hr@encoresky.com"
},
{
"id": "614d4a5c-c9f2-4d82-bfcb-cfdcc8a4b07d",
"name": "Commercial Email",
"type": "string",
"value": "sales@encoresky.com"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "8af03b9d-b647-4d4c-8903-dd32e4b6a434",
"name": "HubSpot 搜索客户",
"type": "n8n-nodes-base.hubspot",
"notes": "Search for the id",
"position": [
880,
160
],
"parameters": {
"operation": "search",
"authentication": "oAuth2",
"filterGroupsUi": {
"filterGroupsValues": [
{
"filtersUi": {
"filterValues": [
{
"value": "={{ $('Webhook').item.json.body['Client Email'] }}",
"propertyName": "email|string"
}
]
}
}
]
},
"additionalFields": {}
},
"credentials": {
"hubspotOAuth2Api": {
"id": "pQcxnwCMnLiFiQOJ",
"name": "HubSpot account"
}
},
"notesInFlow": true,
"typeVersion": 2.1
},
{
"id": "cb2bb828-ca8c-473a-a485-c8cde6116388",
"name": "HubSpot 保存笔记",
"type": "n8n-nodes-base.hubspot",
"notes": "Add meeting notes in the contact form",
"position": [
1120,
160
],
"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": "pQcxnwCMnLiFiQOJ",
"name": "HubSpot account"
}
},
"notesInFlow": true,
"typeVersion": 2.1
}
],
"active": true,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "428e832a-7b0e-4e88-9695-6d793067deb8",
"connections": {
"Gmail": {
"ai_tool": [
[
{
"node": "Router Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Slack": {
"main": [
[
{
"node": "WhatsApp Business Cloud",
"type": "main",
"index": 0
}
]
]
},
"Webhook": {
"main": [
[
{
"node": "Define routing emails",
"type": "main",
"index": 0
}
]
]
},
"Router Agent": {
"main": [
[]
]
},
"Summarization": {
"main": [
[
{
"node": "Router Agent",
"type": "main",
"index": 0
},
{
"node": "HubSpot Search Client",
"type": "main",
"index": 0
},
{
"node": "Slack",
"type": "main",
"index": 0
}
]
]
},
"OpenAI Chat Model": {
"ai_languageModel": [
[
{
"node": "Summarization",
"type": "ai_languageModel",
"index": 0
},
{
"node": "Router Agent",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Define routing emails": {
"main": [
[
{
"node": "Summarization",
"type": "main",
"index": 0
}
]
]
},
"HubSpot Search Client": {
"main": [
[
{
"node": "HubSpot Save Notes",
"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, 人工智能, IT 运维
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。
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