CRM
Create HubSpot Follow-up Tasks from Call Notes
Takes pasted or transcribed meeting notes, has an LLM pull out every action item and owner.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook receives meeting notes payloadHTTP webhook
- ActionExtract action items, owners, due dates with LLMOpenAI
- LogicLook up HubSpot contact by emailHubSpot
- ActionCreate follow-up tasks on the contactHubSpot
- ActionLog meeting summary as contact noteHubSpot
- OutputConfirm task count in SlackSlack
What it does
Converts free-form meeting notes into discrete, assignable HubSpot tasks. An LLM reads the notes, isolates each commitment ("send pricing," "loop in security," "schedule demo"), infers an owner and due date, and logs them against the right contact.
When to use it
Use it when your team takes notes in a doc or note-taker but action items never make it into the CRM, so follow-ups depend on memory. This guarantees every promise made on a call becomes a tracked task.
How it works
- 1A webhook receives the meeting notes payload (contact email plus raw notes).
- 2An OpenAI step extracts a list of action items, each with owner and due date.
- 3A logic step looks up the HubSpot contact by email and confirms a match.
- 4For each extracted action item, a HubSpot task is created on that contact with the inferred due date.
- 5The meeting summary is logged as a HubSpot note on the contact timeline.
- 6A Slack message confirms how many tasks were created and links to the contact.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect HubSpotCRM, deals, marketing, support.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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