Automation library · CRM

Client review collection & sentiment analysis with HighLevel

Started by an event in a connected app, and works across Gmail, GoHighLevel, Google Sheets and Slack. It hands the judgement calls to Azure OpenAI. 12 steps, 1 branch, 1 loop or waits: a working afternoon to understand properly.

MediumCalls a model: Azure OpenAI

12 stepsMedium: a working afternoon
1Branch: places the flow splits
1Loop or waits
4Services it connects to

The flow

Starts it 1Model 4Logic 2Service 5

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

  1. 1When clicking ‘Execute workflow’Manual triggerStarts it
  2. 2Configure GPT-4o ModelLm Chat Azure Open AiModel
  3. 3Configure GPT-4o Model1Lm Chat Azure Open AiModel
  4. 4Fetch All Won Deals from HighLevelHigh LevelService
  5. 5Generate Personalized Review Request Email (AI)AgentModel
  6. 6Summarize Client Feedback (AI)AgentModel
  7. 7Validate Deal Fetch SuccessIfLogic
  8. 8Send Review Request Email to ClientGmailService
  9. 9 Announce Review Summary in SlackSlackService
  10. 10Log Errors in Google SheetsGoogle SheetsService
  11. 11 Wait for 24 Hours Before Next ActionWaitLogic
  12. 12Retrieve Email Thread for ResponseGmailService

How it's built

Starts on
An event in a connected app
Steps
12, with 1 branch, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Gmail, GoHighLevel, Google Sheets, Slack
Model
Azure OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, GoHighLevel, Google Sheets and Slack accounts, and a key for Azure OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

Yes. It calls Azure OpenAI. 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.