Call summaries — sent to your team and CRM automatically

As soon as a call transcript comes in, the scenario boils it down to the gist and sends it to the team in your WhatsApp Business Cloud and to your SendGrid, and saves a note in hubspot.

  • A short gist of the call right after it ends
  • Sent to the team in your messenger and email
  • A note saved on the client's record
  • No retelling calls by hand
Gmail ToolWebhookHubSpot
Set it up for yourselfScriptera

How it works

Automating SendGrid and exolve takes no code: a ready-made scenario does the routine for you.

  1. Starts when: Webhook
  2. Then: Define routing emails
  3. Then: Summarization
  4. Then: Router Agent
  5. Then: HubSpot Search Client
  6. Then: HubSpot Save Notes
  7. Then: Slack
  8. Then: WhatsApp Business Cloud
  9. Then: OpenAI Chat Model
  10. Then: Gmail

You can launch this SendGrid + exolve integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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