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Julius Dela Peña

Selected WorkProject 10AI Automation

HubSpot Brief Automation & AI Summarization

AI Automation workflow built in Make.

Watches HubSpot deals and moves each one to the next stage, downloads the attached brief and extracts its text, then has ChatGPT summarise it, posts the summary to Slack, updates the deal again and sends an email notification.

01Context

01Project type
Automation Work
02Tools
  • Make
  • HubSpot
  • OpenAI
  • Slack
  • Gmail
03Stages
04
04Steps
10
Make workflow · AI Automation
Make scenario: HubSpot deal watch, brief PDF text extraction, ChatGPT summary posted to Slack, deal stage updates and email notification
Open full-size image: Make scenario: HubSpot deal watch, brief PDF text extraction, ChatGPT summary posted to Slack, deal stage updates and email notification (opens in a new tab)
HubSpot Brief Automation & AI Summarization: the full workflow. Select to open the full-size capture.

02Workflow

Step by step.

Every stage below is read straight off the node names in the workflow, in the order they run.

04 stages10 steps

  1. 2 steps

    01Trigger

    1. Receive and process brief (watch deals)
    2. Move column in HubSpot (update deal stage)
  2. 3 steps

    02Extract

    1. Download the brief
    2. Extract text from PDF
    3. Convert binary data to readable text
  3. 2 steps

    03Summarise

    1. ChatGPT summarization
    2. Post summary to Slack
  4. Output

    04Close out

    1. 30-second wait
    2. Move column in HubSpot (update final)
    3. Send email notification

03My role

What I was responsible for.

  1. Workflow Design
  2. Systems Integration
Tools
  • Make
  • HubSpot
  • OpenAI
  • Slack
  • Gmail

Contact

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