Analyze client transcripts and route feedback with GPT‑4o Mini, HubSpot and Gmail

Turn client transcripts into actionable insights — automatically!

This automation analyzes customer conversations using AI, logs key notes in HubSpot, and routes relevant feedback to the right departments via email. No more manual summarizing, forwarding, or CRM updates — just instant insights and seamless internal communication.

Perfect for Customer Success Managers, sales teams, and ops leads who need to stay aligned without drowning in post-call admin.

What it does:

📝 Analyzes client transcripts with OpenAI to extract key takeaways

🔗 Finds the client in HubSpot and logs meeting notes automatically

📬 Categorizes feedback by department (e.g., support, product, billing)

📤 Sends relevant summaries via Gmail to the right internal teams

✔️ Optional confirmation step to end the flow with user review

✅ Setup guide & importable automation included

Need help setting it up? We offer full configuration and testing for a one-time fee.