Analyze form feedback with GPT-4 & sync tasks to Monday, ClickUp & HubSpot

How it works This workflow automates customer feedback management by capturing reviews through a form, analyzing them with AI for sentiment and insights, and then creating structured tasks across Monday.com, ClickUp, and HubSpot. It ensures that customer concerns are categorized, prioritized, and assigned to the right teams with actionable metadata.

Step-by-step

Trigger & Input

- The workflow starts when a customer submits the Feedback Form containing their Name, Message, Rating, and Product/Service. - The submitted data is pre-processed with a Code node to cleanly extract fields for analysis.

AI Analysis & Processing

- The extracted review is sent to OpenAI GPT-4 for analysis.

- AI identifies sentiment, sentiment score, category (e.g., product, service, support, delivery, pricing), department, priority, required actions, keywords, and suggested response tone.

- A Data Processing node enriches the output with due dates, task titles, structured descriptions, and fallback handling in case of parsing issues.