{"workflow":{"id":14557,"name":"Send AI upsell emails with Groq, Gmail, HubSpot CRM and Slack alerts","views":14,"recentViews":3,"totalViews":14,"createdAt":"2026-04-01T12:14:55.174Z","description":"## How it works  \nThis workflow monitors user usage via a webhook and automatically triggers an upsell process when limits are exceeded. It formats incoming data, generates a personalized email using AI, and sends it to the user. The workflow then logs the activity in HubSpot and notifies the team via Slack. This ensures timely engagement and improves upgrade conversion rates without manual intervention.\n\n## Step-by-step  \n\n- **Trigger & prepare data**  \n  - **Webhook** – Receives real-time user usage data from your app.  \n  - **Edit Fields** – Extracts and formats key fields like email, plan, and usage.  \n\n- **Generate and send AI email**  \n  - **AI Agent** – Creates a personalized upsell message based on usage data.  \n    - **Groq Chat Model** – Sub-node that powers AI text generation.  \n  - **Send a message (Gmail)** – Sends the generated email to the user.  \n\n- **Update CRM with activity**  \n  - **Search contacts (HubSpot)** – Finds the user in HubSpot using email.  \n  - **HTTP Request** – Logs an upsell note/activity in the contact record.  \n\n- **Notify team for follow-up**  \n  - **Send a message (Slack)** – Alerts the team with user and usage details.  \n\n## Why use this?  \n\n- Automates upsell outreach at the perfect moment of high intent  \n- Reduces manual monitoring of user usage and limits  \n- Ensures CRM is always updated with customer activity  \n- Improves team visibility with real-time Slack notifications  \n- Increases upgrade conversions with personalized AI messaging  ","workflow":{"meta":{"instanceId":"c91c5b6efe2709e07c37996245857ac5d863d575d07e0072127351337c204c40"},"nodes":[{"id":"c4bc0a6a-6330-458f-a785-e6640da45af8","name":"Webhook","type":"n8n-nodes-base.webhook","position":[4784,3232],"webhookId":"YOUR_N8N_WEBHOOK_ID","parameters":{"path":"YOUR_N8N_WEBHOOK_ID","options":{}},"typeVersion":2.1},{"id":"0b55dd8e-532a-4206-8b6d-072269df3c6e","name":"Edit Fields","type":"n8n-nodes-base.set","position":[5008,3232],"parameters":{"options":{},"assignments":{"assignments":[{"id":"a9cff018-da54-45c7-82fd-0576d754cf7b","name":"user_id","type":"string","value":"={{ $json.body.user_id }}"},{"id":"ccf16cef-71f7-444b-b995-9251b8705ef3","name":"name","type":"string","value":"={{ $json.body.name }}"},{"id":"f0d3ec24-8bf4-4f6f-abf7-3232d131a192","name":"email","type":"string","value":"={{ $json.body.email }}"},{"id":"c85af0ff-e27f-4b69-af6e-753c33fee463","name":"plan","type":"string","value":"={{ $json.body.plan }}"},{"id":"cba8c49c-bb7a-4a09-a860-5d56fce44d30","name":"usage_limit","type":"number","value":"={{ $json.body.usage_limit }}"},{"id":"71755007-e7c9-4d25-8adb-7900e200cb3a","name":"usage","type":"number","value":"={{ $json.body.usage }}"}]}},"typeVersion":3.4},{"id":"3ec59816-3336-45c2-9246-3bcd810efebb","name":"Groq Chat Model","type":"@n8n/n8n-nodes-langchain.lmChatGroq","position":[5296,3424],"parameters":{"model":"llama-3.3-70b-versatile","options":{}},"typeVersion":1},{"id":"2ff0b8b7-ffed-4476-9a78-acc67e0839bf","name":"Search contacts","type":"n8n-nodes-base.hubspot","position":[5856,3232],"parameters":{"operation":"search","authentication":"appToken","filterGroupsUi":{"filterGroupsValues":[{"filtersUi":{"filterValues":[{"value":"={{ $('Edit Fields').item.json.email }}","propertyName":"email|string"}]}}]},"additionalFields":{}},"typeVersion":2.2},{"id":"f4a16693-94e7-47c4-94e0-5b6efcfbdc1a","name":"HTTP Request","type":"n8n-nodes-base.httpRequest","position":[6080,3232],"parameters":{"url":"https://api.hubapi.com/crm/v3/objects/notes","method":"POST","options":{},"jsonBody":"={\n  \"properties\": {\n    \"hs_timestamp\": \"2026-11-12T15:48:22Z\",\n    \"hs_note_body\": \"Upsell Opportunity. User have exceeded the limit.\"\n  },\n  \"associations\": [\n    {\n      \"to\": {\n        \"id\": \"{{ $json.id }}\"\n      },\n      \"types\": [\n        {\n          \"associationCategory\": \"HUBSPOT_DEFINED\",\n          \"associationTypeId\": 202\n        }\n      ]\n    }\n  ]\n}","sendBody":true,"sendHeaders":true,"specifyBody":"json","headerParameters":{"parameters":[{"name":"Authorization","value":"YOUR_HUBSPOT_ACCESS_TOKEN"},{"name":"Content-Type","value":"application/json"}]}},"typeVersion":4.3},{"id":"3e0e2687-dfa8-43fa-babb-374039db031e","name":"AI Agent","type":"@n8n/n8n-nodes-langchain.agent","position":[5264,3232],"parameters":{"options":{}},"typeVersion":3},{"id":"cb4dc3f5-33c4-4d86-a73b-bd96200d0805","name":"Sticky Note2","type":"n8n-nodes-base.stickyNote","position":[5216,2816],"parameters":{"color":7,"width":544,"height":768,"content":"## Step 2: AI Email Generation\n\nGenerates a personalized upsell email and sends it via Gmail."},"typeVersion":1},{"id":"6b40fa23-7e2a-40b3-825c-9ca293e073eb","name":"Sticky Note3","type":"n8n-nodes-base.stickyNote","position":[5792,2816],"parameters":{"color":7,"width":464,"height":768,"content":"## Step 3: CRM Update\n\nFinds the contact in HubSpot and logs the upsell activity."},"typeVersion":1},{"id":"5ee3aaf9-2cc7-4197-bdbc-025d30ea4061","name":"Sticky Note4","type":"n8n-nodes-base.stickyNote","position":[6288,2816],"parameters":{"color":7,"width":368,"height":768,"content":"## Step 4: Team Notification\n\nSends a Slack alert to notify the team for follow-up."},"typeVersion":1},{"id":"b45b0731-542d-4449-ba9e-57042615d47b","name":"Send a message5","type":"n8n-nodes-base.gmail","position":[5616,3232],"webhookId":"YOUR_N8N_GMAIL_WEBHOOK_ID","parameters":{"sendTo":"={{ $('Edit Fields').item.json.email }}","message":"=<!DOCTYPE html>\n<html>\n<body style=\"margin:0; padding:20px; font-family: Arial, sans-serif; background-color:#f4f6f8;\">\n\n  <table width=\"100%\" cellpadding=\"0\" cellspacing=\"0\">\n    <tr>\n      <td align=\"center\">\n\n        <table width=\"600\" cellpadding=\"20\" cellspacing=\"0\" style=\"background:#ffffff; border-radius:8px;\">\n          \n          <!-- Header -->\n          <tr>\n            <td style=\"background:#4f46e5; color:#ffffff; text-align:center; font-size:20px; font-weight:bold; border-radius:8px 8px 0 0;\">\n              Important Notification\n            </td>\n          </tr>\n\n          <!-- Body -->\n          <tr>\n            <td style=\"color:#333; font-size:14px; line-height:1.6;\">\n              \n              {{$json[\"output\"].replace(/\\n/g, \"<br>\")}}\n\n            </td>\n          </tr>\n\n          <!-- Footer -->\n          <tr>\n            <td style=\"font-size:12px; color:#888; text-align:center;\">\n              © 2026 Your Company\n            </td>\n          </tr>\n\n        </table>\n\n      </td>\n    </tr>\n  </table>\n\n</body>\n</html>","options":{},"subject":"You’ve exceeded your plan limit — upgrade to stay uninterrupted"},"typeVersion":2.2},{"id":"f021497d-6f15-43bd-a346-052c25821784","name":"Send a message6","type":"n8n-nodes-base.slack","position":[6400,3232],"webhookId":"YOUR_N8N_SLACK_WEBHOOK_ID","parameters":{"text":"=🚨 Upsell Opportunity Triggered\n\n👤 User: {{ $('Webhook').item.json.body.name }}\n📧 Email: {{ $('Webhook').item.json.body.email }}\n\n📊 Usage: {{ $('Webhook').item.json.body.usage }} / {{ $('Webhook').item.json.body.usage_limit }}\n📦 Plan: {{ $('Webhook').item.json.body.plan }}\n\n📢 Action Taken:\n• Upsell email sent\n\n👉 Next Step:\nFollow up within 24 hours if no upgrade.","select":"channel","channelId":{"__rl":true,"mode":"list","value":""},"otherOptions":{},"authentication":"oAuth2"},"typeVersion":2.4},{"id":"c5fca99f-0382-43f1-92d0-4f519ad90481","name":"Sticky Note5","type":"n8n-nodes-base.stickyNote","position":[4096,2816],"parameters":{"width":576,"height":784,"content":"# Automated Upsell Trigger Based on Usage Data\n\nThis workflow automatically detects when a customer exceeds their usage limits and triggers a personalized upsell process. It helps teams act at the right moment, improving upgrade conversions and customer experience without manual monitoring.\n\n### How it works\n- A webhook receives real-time usage data\n- Data is structured and prepared for processing\n- AI generates a personalized upsell message\n- Email is sent automatically to the customer\n- Activity is logged inside HubSpot CRM\n- The team is notified via Slack for follow-up\n\n### Setup steps\n- Configure the webhook to receive usage data\n- Ensure payload includes email, usage, and limit fields\n- Connect your AI model (Groq/OpenAI)\n- Authenticate Gmail, HubSpot, and Slack nodes\n- Add your HubSpot API token and Slack credentials\n- Test the workflow using sample webhook data\n\n### Customization tips\n- Adjust usage thresholds based on your pricing model\n- Modify AI prompts for different tones or offers\n- Add segmentation logic for different customer tiers"},"typeVersion":1},{"id":"84458d02-085a-4887-bdf9-e57a360d1380","name":"Sticky Note6","type":"n8n-nodes-base.stickyNote","position":[4704,2816],"parameters":{"color":7,"width":480,"height":768,"content":"## Step 1: Trigger & Data Prep\n\nReceives webhook data and formats key fields for processing."},"typeVersion":1}],"pinData":{},"connections":{"Webhook":{"main":[[{"node":"Edit Fields","type":"main","index":0}]]},"AI Agent":{"main":[[{"node":"Send a message5","type":"main","index":0}]]},"Edit Fields":{"main":[[{"node":"AI Agent","type":"main","index":0}]]},"HTTP Request":{"main":[[{"node":"Send a message6","type":"main","index":0}]]},"Groq Chat Model":{"ai_languageModel":[[{"node":"AI Agent","type":"ai_languageModel","index":0}]]},"Search contacts":{"main":[[{"node":"HTTP Request","type":"main","index":0}]]},"Send a message5":{"main":[[{"node":"Search contacts","type":"main","index":0}]]}}},"lastUpdatedBy":1,"workflowInfo":{"nodeCount":13,"nodeTypes":{"n8n-nodes-base.set":{"count":1},"n8n-nodes-base.gmail":{"count":1},"n8n-nodes-base.slack":{"count":1},"n8n-nodes-base.hubspot":{"count":1},"n8n-nodes-base.webhook":{"count":1},"n8n-nodes-base.stickyNote":{"count":5},"n8n-nodes-base.httpRequest":{"count":1},"@n8n/n8n-nodes-langchain.agent":{"count":1},"@n8n/n8n-nodes-langchain.lmChatGroq":{"count":1}}},"status":"published","readyToDemo":null,"user":{"name":"Avkash Kakdiya","username":"itechnotion","bio":"🚀 Founder of iTechNotion — we build custom AI-powered automation workflows for startups, agencies, and founders.\n💡 Specializing in agentic AI systems, content automation, sales funnels, and digital workers.\n🔧 14+ years in tech | Building scalable no-code/low-code solutions using n8n, OpenAI, and other API-first tools.\n📬 Let’s automate what slows you down.","verified":true,"links":["https://calendly.com/itechnotion_sales/schedule-your-expert-consultation-for-automation"],"avatar":"https://gravatar.com/avatar/cd18cea4647ff1df4cb154c7d172ca67dcf656f09a3f1ffece5646296d1822d5?r=pg&d=retro&size=200"},"nodes":[{"id":19,"icon":"file:httprequest.svg","name":"n8n-nodes-base.httpRequest","codex":{"data":{"alias":["API","Request","URL","Build","cURL"],"resources":{"generic":[{"url":"https://n8n.io/blog/2021-the-year-to-automate-the-new-you-with-n8n/","icon":"☀️","label":"2021: The Year to Automate the New You with n8n"},{"url":"https://n8n.io/blog/why-business-process-automation-with-n8n-can-change-your-daily-life/","icon":"🧬","label":"Why business process automation with n8n can change your daily life"},{"url":"https://n8n.io/blog/automatically-pulling-and-visualizing-data-with-n8n/","icon":"📈","label":"Automatically pulling and visualizing data with 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