Log Hume EVI voice calls to HubSpot every morning
Every weekday at 7am, turn yesterday's Hume EVI voice conversations into call summary notes on the right HubSpot contact, with unmatched calls flagged in Slack.
Build an agent workflow that syncs my Hume EVI voice qualification calls into HubSpot every weekday morning.
Trigger: cron. Run every weekday (Monday through Friday) at 7:00am in my local timezone. Hume is not a poll provider, so this must be a scheduled cron trigger, not a poll trigger.
On each run, the agent should:
1. Use Hume's "List Chats" operation to fetch EVI chats that ended in the last 24 hours. Page through results if needed and only keep chats whose end time falls inside that window.
2. For each chat, call Hume's "List Chat Events" operation to pull the full transcript, including the emotion features returned on user messages. Use the events to understand what the caller said, what the assistant said, and how the caller's emotional signals shifted during the conversation.
3. Write a concise call summary (roughly 4-8 sentences) that covers: what the caller was asking about, the sentiment arc you can see in the Hume emotion features (for example "started frustrated, ended interested"), any objections or questions raised, and the concrete next step. The emotion signals are Hume's differentiator versus a plain transcript, so make sure the summary explicitly references them.
4. Pull the caller's phone number and email from the chat metadata (Hume exposes these on the chat and its events when the EVI config collects them). Use HubSpot's "Search Contacts" operation to find a matching contact, searching by phone first and falling back to email. Treat a match as a single unambiguous contact; if multiple contacts match, use the most recently updated one and note that in the summary.
5. When a contact is matched, use HubSpot's "Create Note" operation to attach the call summary as a note on that contact. Include the chat's start time, approximate duration, and a link back to the Hume chat in the note body so it's easy to jump to the raw transcript. Associate the note with the contact via the associations field.
6. When no HubSpot contact matches the phone number or email (or when the chat had no phone or email at all), skip the HubSpot write. Instead, use Slack Bot's "Send a Message" operation to post to a dedicated channel (let me pick the channel during setup, default suggestion: #hume-unmatched-calls). The Slack message should include the caller's phone/email if known, the chat's start time, and a one-line summary so I can decide whether to create a new HubSpot contact by hand.
Other behavior:
- If a chat has already been written to HubSpot on a previous run (for example if I rerun the workflow manually), don't create a duplicate note. The simplest heuristic is to check the contact's recent notes for one whose body already references the Hume chat id.
- If "List Chats" returns nothing for the last 24 hours, exit quietly without posting anything to Slack.
- Log a brief run summary at the end: how many chats were processed, how many were written to HubSpot, and how many were posted to Slack as unmatched.
Additional information
What does this prompt do?
- Pulls every Hume EVI voice conversation that ended in the last 24 hours and reads the full transcript.
- Writes a short call summary for each one covering what the caller asked about, how their mood shifted during the conversation, and the concrete next step.
- Matches each call to a HubSpot contact by phone number or email and attaches the summary as a note on that contact's timeline.
- Posts any unmatched calls to a Slack channel so you can decide whether to create a new contact by hand.
What do I need to use this?
- A Hume account with EVI configured as your voice qualification agent.
- A HubSpot login with permission to view contacts and create notes.
- A Slack workspace and a channel where unmatched calls can be reviewed.
How can I customize it?
- Change the schedule, run it hourly instead of once a day, or add weekends.
- Adjust what the summary highlights, for example focus on objections, pricing signals, or product interest.
- Point the unmatched call alerts at a different Slack channel or a specific teammate.
Frequently asked questions
What does the note on the HubSpot contact actually look like?
How does it know which HubSpot contact each call belongs to?
What happens to calls with no matching HubSpot contact?
Will it double log the same call if I rerun it?
Can I run this more often than once a day?
Related templates
Stop retyping voice calls into HubSpot.
Connect Hume, HubSpot, and Slack once, and every morning your team walks in to a clean set of call notes on the right contacts.