n8n Workflow: Auto-Generate Sales Presentations from Claap Calls with GPT-4o and Google Slides

This n8n workflow automates the process of generating sales presentations. It's designed to be triggered by an external system (e.g., a Claap call summary webhook) and then uses AI to create presentation content, which can then be used to generate a Google Slides presentation. It also includes steps for HubSpot integration and Slack notifications.

What it does

This workflow streamlines the creation of sales presentations by:

1. Receiving a Webhook Trigger: It starts by listening for incoming data via a webhook, likely containing details about a sales call or a request to generate a presentation.
2. Filtering Data: It uses an "If" node to conditionally process the incoming data, potentially based on certain criteria present in the webhook payload.
3. Editing Fields: A "Set" node is used to manipulate or transform the data received, preparing it for subsequent steps.
4. Conditional Routing (Switch): A "Switch" node provides further conditional logic, allowing the workflow to branch into different paths based on specific data values.
5. Generating Content with OpenAI: In one branch, it leverages the OpenAI node to generate presentation content, likely using a large language model (LLM) like GPT-4o to create summaries, bullet points, or full slide content.
6. Custom Code Execution: A "Code" node allows for custom JavaScript logic to be executed, which could be used for advanced data manipulation, formatting, or integration with other services.
7. Making HTTP Requests: An "HTTP Request" node enables interaction with external APIs, which could be used to fetch additional data, trigger other services, or interact with a Google Slides API to create or update presentations.
8. Updating HubSpot: It integrates with HubSpot, potentially creating or updating deals, contacts, or other CRM records based on the presentation generation event.
9. Sending Slack Notifications: It sends notifications to a Slack channel, informing relevant team members about the presentation generation status or any issues.
10. Sticky Note: A sticky note is included for documentation or temporary notes within the workflow.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Instance: A running n8n instance to import and execute the workflow.
• Webhook Source: An external system configured to send data to the n8n webhook (e.g., a Claap call summary system, a CRM, or a custom application).
• OpenAI API Key: Credentials for OpenAI to access its language models (e.g., GPT-4o).
• HubSpot Account: Credentials for HubSpot to interact with your CRM data.
• Slack Account: Credentials for Slack to send notifications.
• Google Slides API Access (Implicit): While not explicitly shown as a direct node, the "HTTP Request" node or "Code" node would likely interact with the Google Slides API. Therefore, you would need appropriate Google Cloud credentials and API access configured.

Setup/Usage

1. Import the Workflow: Download the workflow JSON and import it into your n8n instance.
2. Configure Credentials:
   • Set up your OpenAI credentials in n8n.
   • Set up your HubSpot credentials in n8n.
   • Set up your Slack credentials in n8n.
3. Configure Webhook:
   • Copy the webhook URL from the "Webhook" node.
   • Configure your external system (e.g., Claap call summary tool) to send POST requests to this URL with the relevant sales call data.
4. Customize Nodes:
   • If Node: Adjust the conditions in the "If" node to match your specific filtering logic.
   • Edit Fields (Set) Node: Modify the fields being set or transformed to align with your data structure.
   • Switch Node: Define the conditions and outputs for the "Switch" node to handle different presentation scenarios.
   • OpenAI Node: Configure the prompt and model parameters for the OpenAI node to generate the desired presentation content.
   • Code Node: If used for Google Slides API interaction or complex logic, customize the JavaScript code.
   • HTTP Request Node: Configure the URL, headers, and body for any external API calls, especially if interacting with Google Slides directly.
   • HubSpot Node: Specify the HubSpot object (e.g., "Contact", "Deal") and the properties to create or update.
   • Slack Node: Customize the Slack channel and message content for notifications.
5. Activate the Workflow: Once configured, activate the workflow in n8n.