Automation library · CRM

Automate HighLevel CRM with OpenAI

Started by an incoming WhatsApp message, and works across Gmail, GoHighLevel, Google Drive, Google Sheets and four others. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 49 steps, 2 branches: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAIRetrieval

Download free
49 stepsLarge: read it before trusting it with anything live
2Branches: places the flow splits
0Loops or waits
8Services it connects to

The flow

Starts it 8Model 12Logic 5Service 24

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

  1. 1Create or update a contact in HighLevelHigh Level ToolService
  2. 2Get many contacts in HighLevelHigh Level ToolService
  3. 3Update a contact in HighLevelHigh Level ToolService
  4. 4Delete a contact in HighLevelHigh Level ToolService
  5. 5Get many opportunities in HighLevelHigh Level ToolService
  6. 6Create an opportunity in HighLevelHigh Level ToolService
  7. 7Get an opportunity in HighLevelHigh Level ToolService
  8. 8Update an opportunity in HighLevelHigh Level ToolService
  9. 9Book appointment in a calendar in HighLevelHigh Level ToolService
  10. 10Get free slots of a calendar in HighLevelHigh Level ToolService
  11. 11Create a task in HighLevelHigh Level ToolService
  12. 12Delete a task in HighLevelHigh Level ToolService
  13. 13Get a task in HighLevelHigh Level ToolService
  14. 14Update a task in HighLevelHigh Level ToolService
  15. 15When chat message receivedChat triggerStarts it
  16. 16Slack TriggerSlack triggerStarts it
  17. 17Telegram TriggerTelegram triggerStarts it
  18. 18Gmail TriggerGmail triggerStarts it
  19. 19WhatsApp TriggerWhats App triggerStarts it
  20. 20Embeddings OpenAIEmbeddings Open AiModel
  21. 21Reranker CohereReranker CohereModel
  22. 22Tabular dataGoogle Sheets ToolService
  23. 23Real time web searchPerplexity ToolService
  24. 24MCP Client GHLMcp Client ToolModel
  25. 25MCP Client KnowledgeMcp Client ToolModel
  26. 26Chat MemoryMemory Postgres ChatModel
  27. 27OperationSwitchLogic
  28. 28Read File From GDriveTool WorkflowModel
  29. 29Search Files from GdriveGoogle Drive ToolService
  30. 30search about any doc in google driveMcp Client ToolModel
  31. 31GPT 5Lm Chat Open AiModel
  32. 32GHL MCP serverMcp triggerStarts it
  33. 33GHL orchestratorAgentModel
  34. 34Edit FieldsSetLogic
  35. 35Vectorized personal dataVector Store SupabaseModel
  36. 36Knowledge MCPMcp triggerStarts it
  37. 37Download FileGoogle DriveService
  38. 38Google Drive MCP ServerMcp triggerStarts it
  39. 39Send a text messageTelegramService
  40. 40Send messageWhats AppService
  41. 41Send a messageSlackService
  42. 42Send a message1GmailService
  43. 43FileType1SwitchLogic
  44. 44Extract from PDF1Extract From FileService
  45. 45Extract from CSV1Extract From FileService
  46. 46Analyse Image1Open AiModel
  47. 47Transcribe Audio1Open AiModel
  48. 48Get PDF Response1SetLogic
  49. 49Get CSV Response1SetLogic

How it's built

Starts on
An incoming WhatsApp message
Steps
49, with 2 branches
Size
Large: read it before trusting it with anything live
Connects to
Gmail, GoHighLevel, Google Drive, Google Sheets, Slack, Supabase vectors, Telegram, WhatsApp
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 Gmail, GoHighLevel, Google Drive, Google Sheets, Slack, Supabase vectors, Telegram and WhatsApp accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an incoming WhatsApp message.

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?

Take your time. At 49 steps it is large: read it before trusting it with anything live.

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 49 steps before you point it at anything that matters.