Automation library · Scheduling

Extract meeting tasks from Google Docs to GoHighLevel CRM

Started by a clock, and works across Gmail, GoHighLevel, Google Docs and Google Drive. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 23 steps, 1 branch, 1 loop or waits: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAIRetrieval

Download free
23 stepsLarge: read it before trusting it with anything live
1Branch: places the flow splits
1Loop or waits
4Services it connects to

The flow

Starts it 1Model 6Logic 8Service 8

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

  1. 1DAILY ORGANIZATION TRIGGERSchedule triggerStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Simple MemoryMemory Buffer WindowModel
  4. 4FIND CONTACT IN GHLHigh Level ToolService
  5. 5CREATE TASKS IN GHLHigh Level ToolService
  6. 6Simple Memory1Memory Buffer WindowModel
  7. 7SEND EMAIL TO LEOGmail ToolService
  8. 8OpenAI Chat Model1Lm Chat Open AiModel
  9. 9FIND MEETING RECORD FOLDERGoogle DriveService
  10. 10ORGANIZATION AGENTAgentModel
  11. 11SUMMARIZATION AGENTAgentModel
  12. 12SPLIT OUT NOTES, CHAT, RECORDINGSCodeLogic
  13. 13SUMMARIZE AND CREATE TASK LISTSplit In BatchesLogic
  14. 14ROUTE FILE TYPESSwitchLogic
  15. 15COMBINE OUTPUTSAggregateLogic
  16. 16GET NOTESGoogle DocsService
  17. 17MOVE RECORDINGS TO RECORDINGS FOLDERGoogle DriveService
  18. 18MOVE NOTES TO NOTES FOLDERGoogle DriveService
  19. 19MOVE CHAT TO CHAT FOLDERGoogle DriveService
  20. 20EXTRACT DATE AND CONTENTCodeLogic
  21. 21COMBINE ALLMergeLogic
  22. 22PREP DATASetLogic
  23. 23FILTER FOR NOTESFilterLogic

How it's built

Starts on
A clock
Steps
23, with 1 branch, 1 loop or waits
Size
Large: read it before trusting it with anything live
Connects to
Gmail, GoHighLevel, Google Docs, Google Drive
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 Docs and Google Drive accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

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 23 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 23 steps before you point it at anything that matters.