The flow
Starts it 1Model 2Logic 4Service 4
The steps in the order they run, from what starts it.
- 1When clicking ‘Execute workflow’Manual triggerStarts it
- 2Configure GPT-4o ModelLm Chat Azure Open AiModel
- 3Fetch Opportunities from HighLevel CRMHigh LevelService
- 4Generate Daily Opportunity Summary ReportAgentModel
- 5Validate Opportunity Data PayloadIfLogic
- 6Send Daily Opportunity Summary via GmailGmailService
- 7Extract Key Fields from HighLevel DataCodeLogic
- 8Log Invalid Opportunities to Google SheetsGoogle SheetsService
- 9Normalize Opportunity StructureCodeLogic
- 10Update Opportunity Records in Google SheetsGoogle SheetsService
- 11Merge All Opportunities into Single JSON ArrayCodeLogic
How it's built
- Starts on
- An event in a connected app
- Steps
- 11, with 1 branch
- Size
- Medium: a working afternoon
- Connects to
- Gmail, GoHighLevel, Google Sheets
- Model
- Azure OpenAI
Questions
What does it need to run?
An n8n account, plus your own Gmail, GoHighLevel and Google Sheets 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. 11 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.
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 11 steps before you point it at anything that matters.