Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Relevant for managed services and support workflows.
📘 Description: This workflow automates a complete CRM → Sheets → AI → Email reporting pipeline for HighLevel opportunities. It fetches fresh opportunity data from HighLevel, validates and normalizes every record, syncs all structured opportunities into a Google Sheet, merges them into a single dataset, and then uses GPT-4o to generate a clean, Gmail-friendly HTML report summarizing all opportunities for the day. Finally, it emails the formatted report directly to the sales inbox—creating a fully automated, zero-touch Daily Opportunity Insight System. Invalid or incomplete CRM entries are logged automatically, ensuring data hygiene and auditability. ⚙️ What This Workflow Does (Step-by-Step) ▶️ When Clicking ‘Execute Workflow’ (Manual Trigger) Starts the daily reporting pipeline manually or on schedule. 📥 Fetch Opportunities from HighLevel CRM Retrieves the latest opportunities (limit = 5) from HighLevel along with company, contact, source, and pipeline metadata. Acts as the primary CRM input. 🔍 Validate Opportunity Data Payload (IF Node) Checks whether each record contains a valid id. ✅ Valid → proceed to extraction and normalization ❌ Invalid → sent to Google Sheets for cleanup ⚠️ Log Invalid Opportunities to Google Sheets Saves corrupt or incomplete CRM payloads into an error sheet. Supports CRM maintenance and future corrective actions. 🧾 Extract Key Fields from HighLevel Data (Code Node) Pulls only essential fields from each opportunity: id, name, company, email, phone, source, assignedTo, pipelineId, stageId, tags, monetaryValue, and timestamps. Produces a simplified, uniform data structure. 🛠 Normalize Opportunity Structure (Code Node) Cleans and standardizes each opportunity’s schema: ensures consistent field naming, fills contact info when nested, resolves pipeline/stage fields, and finalizes structure for sheet update. 📊 Update Opportunity Records in Google Sheets Upserts (append/update) each opportunity into the ghl database tab of sample_leads_50. Matching key: id Keeps HighLevel CRM and Google Sheets fully synced. 🧩 Merge All Opportunities into a Single JSON Array Combines every normalized opportunity into one array named opportunities. This consolidated payload is passed to GPT-4o for table generation. 🧠 Configure GPT-4o Model (Azure OpenAI) Initializes GPT-4o as the AI engine responsible for generating the final HTML summary. 📄 Generate Daily Opportunity Summary Report (AI Agent) GPT-4o transforms the merged opportunity dataset into a structured HTML report: Daily Opportunity Summary A short descriptive paragraph A full-width Gmail-friendly table with padded cells Header background #f5f5f5 Columns in fixed order: Name, Company, Email, Phone, Source, Pipeline ID, Stage ID, Value, Created At All nulls replaced with “–” Output is pure HTML—no markdown. 📧 Send Daily Opportunity Summary via Gmail Emails the final HTML report to the internal sales inbox with subject: “Daily Opportunity Report – Summary of New Leads” Optimized for Gmail + Outlook rendering. 🧩 Prerequisites HighLevel OAuth connection Azure OpenAI GPT-4o credentials Google Sheets OAuth (Techdome account) Gmail API connection for report delivery 💡 Key Benefits ✅ Automatic syncing of HighLevel CRM opportunities into Sheets ✅ AI-generated HTML dashboards without manual formatting ✅ Clean, readable daily insights for sales teams ✅ Built-in error logging for bad CRM records ✅ Zero manual intervention required after setup 👥 Perfect For Sales & Growth Teams using HighLevel CRM Operations teams maintaining CRM hygiene Agencies needing daily pipeline visibility Organizations wanting automated AI-generated opportunity summaries
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