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This workflow automates the process of handling conversation transcriptions and distributing key information across your organization. Here's what it does:
Trigger: The workflow is initiated via a webhook that receives a transcription (e.g., from a call or meeting).
Summarization & Extraction: Using AI, the transcription is summarized, and key information is extracted — such as action items, departments involved, and client details.
Department Notifications: The relevant summarized information is automatically routed to specific departments via email based on content classification.
CRM Sync: The summarized version is saved to the associated contact or deal in HubSpot for future reference and visibility.
**Multi-Channel Alerts: **The summary is also sent via WhatsApp and Slack to keep internal teams instantly informed, regardless of platform.
Use Case:
Ideal for sales, customer service, or operations teams who manage client conversations and want to ensure seamless cross-departmental communication, documentation, and follow-up.
Apps Used:
Webhook (Trigger)
OpenAI (or other AI/NLP for summarization)
HubSpot
Slack
WhatsApp (via Twilio or third-party provider)