Log call follow-ups in HubSpot from transcripts
Keep follow-up commitments visible in HubSpot by recording what the call agreed to do next.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a batch of emails
Creates multiple email objects for record-keeping (does not send emails) within hubspot crm in a single batch, allowing properties and associations to other crm objects to be set for each email.
Why this helps
A promised follow-up can disappear between finishing a call and writing down its next step.
- Record a transcript-supported follow-up as a HubSpot activity.
- Preserve the relevant conversation details for later reference.
- Avoid mistaking an activity record for an email that was sent.
Setup
Build it in a few focused steps.
- 1Connect AssemblyAI and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, tell Notis to create an email engagement record only when the transcript contains a clear follow-up commitment, and to use only supported details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real transcript and verify the activity in HubSpot.
Questions about this workflow
Does this send the follow-up email?
No. The selected action creates email objects for record-keeping and does not send emails.
What if no recipient or association can be identified?
Ask Notis to report the missing information rather than guess a HubSpot record association.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AssemblyAI to Hubspot. A trigger fires from one place; an action lands in another.
AssemblyAI triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
AssemblyAI and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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