Automation library · Scheduling

Automate AI phone booking & CRM updates with GHL

Started by another system calling it, and works across Email. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 12 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAIRetrieval

12 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Model 4Logic 1Service 6

The steps in the order they run, from what starts it.

  1. 1GHL WebhookWebhookStarts it
  2. 2Validation AILm Chat Open AiModel
  3. 3Conversation MemoryMemory Buffer WindowModel
  4. 4Notify Owner - New LeadEmail SendService
  5. 5Notify Client - ReceivedEmail SendService
  6. 6AI Agent CoreAgentModel
  7. 7VAPI CallHttp RequestService
  8. 8Post-call AnalysisOpen AiModel
  9. 9Booking Made CheckIfLogic
  10. 10GHL UpdateHttp RequestService
  11. 11Notify Owner - No bookingEmail SendService
  12. 12Notify Owner - ConfirmedEmail SendService

How it's built

Starts on
Another system calling it
Steps
12, with 1 branch
Size
Medium: a working afternoon
Connects to
Email
Model
OpenAI
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

An n8n account, plus your own Email account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

Yes. It calls OpenAI. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 12 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 12 steps before you point it at anything that matters.