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Create manager tasks from Keephub form submissions with OpenAI GPT-4.1

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Create manager tasks from Keephub form submissions with OpenAI GPT-4.1 preview
Open on n8n.io

1. Workflow Overview

Who is this for Organizations using Keephub for form management and task tracking. Perfect for HR teams handling employee requests (leave, equipment, onboarding), retail managers reviewing store su...

Best for

  • Document Extraction automation workflows
  • AI Summarization automation workflows
  • advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.webhook, n8n-nodes-base.stickynote, n8n-nodes-base.if, n8n-nodes-base.code, n8n-nodes-keephub.keephub, n8n-nodes-base.set, @n8n/n8n-nodes-langchain.openai

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Niksa Perovic.

Original n8n.io source

1.1 Workflow description

Title
Create manager tasks from Keephub form submissions with OpenAI GPT-4.1
Workflow name
Create manager tasks from Keephub form submissions with OpenAI GPT-4.1

Who is this for

Organizations using Keephub for form management and task tracking. Perfect for HR teams handling employee requests (leave, equipment, onboarding), retail managers reviewing store submissions, or any workflow where form responses need manager follow-up.

What it does

Transforms form submissions into intelligent, contextual tasks for managers—automatically.

When an employee submits a form, AI analyzes the data and generates a custom follow-up task with relevant fields, assigned directly to their supervisor.

Zero manual configuration per form.

📋 How it works

  • Capture — Webhook receives new form submission from Keephub
  • Identify — Fetches submitter profile and resolves their manager (parent org node)
  • Analyze — AI reads form data + schema and designs contextual task
  • Validate — Checks AI output for required fields and malformed data
  • Create — Posts task to Keephub with proper targeting, dates, and permissions
  • Link — Includes URL back to original submission for manager reference

How to set up

📦 Prerequisites:

  • n8n-nodes-keephub verified node (v1.5+) installed
  • Keephub account with API access (Login + Bearer tokens)
  • OpenAI API key (GPT-4.1 recommended)
  • Knowledge of Keephub orgchart relations and groups

Setup steps:

  • Install n8n-nodes-keephub from Community Nodes in n8n settings
  • Create Keephub Login credential → connect to 4 blue nodes (Get Submitter, Get Parent Node, Get Root Node, Get Form Schema)
  • Create Keephub Bearer credential → connect to "Create Task" node
  • Create OpenAI credential → connect to "Design Task with AI" node
  • Open ⚙️ Config node → set groupId to target specific user groups (find in Keephub admin)
  • Activate workflow and copy webhook URL
  • Configure webhook in Keephub form settings
  • Test with a form submission and n8n Webhook trigger

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Keephub Form Webhook

Type / Role
n8n-nodes-base.webhook - webhook
Config choices
Version 2.1

Block 2 - 📋 Overview

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 3 - 🚦 Gate

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 4 - 🔍 Context Resolution

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 5 - 🤖 AI Task Design

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 6 - ⚙️ Config Note

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 7 - Status Change?

Type / Role
n8n-nodes-base.if - if
Config choices
Version 2.2

Block 8 - Is Edit?

Type / Role
n8n-nodes-base.if - if
Config choices
Version 2.2

Block 9 - Extract Form Data

Type / Role
n8n-nodes-base.code - code
Config choices
Version 2

Block 10 - Get Submitter

Type / Role
n8n-nodes-keephub.keephub - keephub
Config choices
Version 1

Block 11 - Resolve Org Node

Type / Role
n8n-nodes-base.code - code
Config choices
Version 2

Block 12 - Get Parent Node

Type / Role
n8n-nodes-keephub.keephub - keephub
Config choices
Version 1

Block 13 - Get Form Schema

Type / Role
n8n-nodes-keephub.keephub - keephub
Config choices
Version 1

Block 14 - ⚙️ Config

Type / Role
n8n-nodes-base.set - set
Config choices
Version 3.4

Block 15 - Build AI Prompt

Type / Role
n8n-nodes-base.code - code
Config choices
Version 2

Block 16 - Design Task with AI

Type / Role
@n8n/n8n-nodes-langchain.openAi - openAi
Config choices
Version 2.1

Block 17 - Compose Task

Type / Role
n8n-nodes-base.code - code
Config choices
Version 2

Block 18 - Create Task

Type / Role
n8n-nodes-keephub.keephub - keephub
Config choices
Version 1

Block 19 - Get Root Node

Type / Role
n8n-nodes-keephub.keephub - keephub
Config choices
Version 1

Block 20 - ⚠️ Group Targeting

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 21 - Extract Parent Target

Type / Role
n8n-nodes-base.code - code
Config choices
Version 2

Block 22 - Extract Root Target

Type / Role
n8n-nodes-base.code - code
Config choices
Version 2

3. Summary Table

Workflow Create manager tasks from Keephub form submissions with OpenAI GPT-4.1
Complexity advanced
Nodes 22
Categories Document Extraction, AI Summarization
Author Niksa Perovic
Published 03 Mar 2026

4. Reproducing the Workflow from Scratch

  1. 1. Download the workflow JSON

    Use the JSON export at /data/workflows/13828/13828.json as the source template for this automation.

  2. 2. Import the template into n8n

    Open n8n, import the downloaded JSON, and review each node before activating the workflow.

  3. 3. Configure credentials and variables

    Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.

  4. 4. Test with sample data

    Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.

  5. 5. Activate and monitor

    Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Frequently asked questions

What does Create manager tasks from Keephub form submissions with OpenAI GPT-4.1 do?

Who is this for Organizations using Keephub for form management and task tracking. Perfect for HR teams handling employee requests (leave, equipment, onboarding), retail managers reviewing store su...

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Document Extraction, AI Summarization use case.