Automation library · CRM

Manage GoHighLevel CRM with OpenAI

Started by someone opening a chat with it, and works across GoHighLevel. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 18 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAIRetrieval

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

The flow

Starts it 1Model 3Service 14

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

  1. 1Conversation MemoryMemory Buffer WindowModel
  2. 2Get Contact ToolHigh Level ToolService
  3. 3Update Opportunity ToolHigh Level ToolService
  4. 4Get Opportunities ToolHigh Level ToolService
  5. 5Get Opportunitiy ToolHigh Level ToolService
  6. 6Update Contact ToolHigh Level ToolService
  7. 7Create Contact ToolHigh Level ToolService
  8. 8Get Contacts ToolHigh Level ToolService
  9. 9Create Opportunity ToolHigh Level ToolService
  10. 10Get Task ToolHigh Level ToolService
  11. 11Get Tasks ToolHigh Level ToolService
  12. 12Update Task ToolHigh Level ToolService
  13. 13Create Task ToolHigh Level ToolService
  14. 14Book appointment Calendar ToolHigh Level ToolService
  15. 15Get Free Slots Calendar ToolHigh Level ToolService
  16. 16When chat message receivedChat triggerStarts it
  17. 17OpenAI Chat ModelLm Chat Open AiModel
  18. 18AI AgentAgentModel

How it's built

Starts on
Someone opening a chat with it
Steps
18
Size
Medium: a working afternoon
Connects to
GoHighLevel
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 GoHighLevel account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone opening a chat with 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. 18 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 18 steps before you point it at anything that matters.