AI Sales Agent in n8n: Summarize the sales call When a deal moves to a new stage
An n8n workflow that fires when a deal moves to a new stage, then an AI agent transcribes and summarizes the call with next steps — giving you call notes and action items without typing. No code: import the JSON, connect your apps, and it runs 24/7.
- 1
Trigger when a deal moves to a new stage
A
HubSpot Triggerstarts the workflow the moment a deal moves to a new stage. - 2
Hand it to the AI agent
An
AI Agentnode running Claude transcribes and summarizes the call with next steps. The prompt is pre-written and scoped to this one job so results stay consistent. - 3
Deliver the notes
The result is sent to Slack — ready for a human to approve.
- 4
Add a safety net (optional)
Insert an
IF/human-approval step before anything is published or emailed, so you stay in control until you trust the output.
Frequently asked questions
Does this need n8n Cloud or can I self-host?
Either works. The workflow is a standard n8n export, so you can run it on n8n Cloud or on your own self-hosted instance — you only connect your own app credentials.
How do I import the workflow into n8n?
Download the JSON, then in n8n open a new workflow, choose ⋯ → Import from file, and select it. Every trigger, node and connection appears on the canvas; you just add your credentials and activate it.
How much does the AI part cost to run?
Pennies. Each run sends a small amount of text to the model, so most teams spend a few dollars a month even at hundreds of runs. You set the model and can cap volume in n8n, so costs never surprise you.
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