We’ve been experimenting with something in a similar direction that might help spark some ideas.
It’s not the exact same setup, but we built a workflow using HubSpot’s OpenAI action to automatically summarize the buyer’s next step after a call. The summary gets logged to the deal record so reps and managers have a clear, structured follow-up without needing to write it out manually.
You can check it out the full setup here.
Curious to hear/learn what direction you end up taking, so keep us posted!