AI Document Intake & CRM Auto-Fill
Dylan Davison
AI Document Intake & CRM Auto-Fill workflow
Project Description
A consulting firm was manually reading uploaded intake documents and copy-pasting contact details into HubSpot. Built an n8n automation that watches a Google Drive intake folder, downloads new PDFs, extracts key fields via Claude, creates or updates the HubSpot contact, and logs the extraction to Google Sheets.
Claude extracts name, email, phone and key details from any uploaded PDF automatically, removing every second of manual data entry from the intake process
HubSpot contact created or updated instantly without any human involvement, so the CRM is always current the moment a document lands
Full extraction log maintained in Google Sheets for audit and review, giving the team a complete paper trail without building one manually
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Posted Jun 25, 2026
Built an n8n automation that watches a Google Drive folder for new PDFs, extracts key fields via Claude, creates or updates HubSpot contacts, and logs extractions to Google Sheets.
