Automation library · CRM

Generate sales deal follow-up actions from GoHighLevel

Started by another system calling it, and works across Gmail, Google Sheets and Slack. It hands the judgement calls to OpenAI. 16 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI

Download free
16 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 3Model 2Logic 4Service 7

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

  1. 1GHL Deal Opened (Webhook)WebhookStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Schedule TriggerSchedule triggerStarts it
  4. 4Search Company Brain (Cognee)Cognee ToolService
  5. 5Manual TriggerManual triggerStarts it
  6. 6Get GHL PipelinesHttp RequestService
  7. 7Merge Deal + PipelinesMergeLogic
  8. 8Follow-up Actions AgentAgentModel
  9. 9Fetch Leads from GHLHttp RequestService
  10. 10Format Error MessageSetLogic
  11. 11Parse Deal DataCodeLogic
  12. 12Parse Agent OutputCodeLogic
  13. 13Notify Error in SlackSlackService
  14. 14Post Follow-up to SlackSlackService
  15. 15Log Deal to Google SheetGoogle SheetsService
  16. 16Gmail - Send Follow-up EmailGmailService

How it's built

Starts on
Another system calling it
Steps
16
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets and Slack accounts, 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. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 16 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 16 steps before you point it at anything that matters.