Sync HighLevel CRM to Google Sheets with GPT-4o daily reports via Gmail

About This Workflow

What This Workflow Does

This workflow automates the process of syncing HighLevel CRM data with Google Sheets, generating daily reports using GPT-4o, and sending these reports via Gmail. It streamlines the CRM → Sheets → AI → Email reporting pipeline for HighLevel opportunities, providing a comprehensive view of sales performance. The workflow fetches fresh opportunity data daily, ensuring that the reports are always up-to-date.

Who Should Use This

This workflow is ideal for business owners, sales teams, and marketing professionals who rely on HighLevel CRM and need to analyze sales performance on a daily basis. It's also suitable for developers and power users who want to automate their CRM reporting process.

Key Features

• Syncs HighLevel CRM data with Google Sheets: Automates the process of pulling fresh opportunity data from HighLevel CRM into a Google Sheet for analysis and visualization.
• Generates daily reports using GPT-4o: Uses AI-powered summarization to create concise and actionable daily reports from the CRM data.
• Sends reports via Gmail: Automatically sends the generated reports to relevant stakeholders via Gmail, ensuring that everyone stays informed about sales performance.

How to Get Started

To use this workflow, import it into your n8n account and customize the settings to match your HighLevel CRM and Gmail account credentials. Configure the workflow to run daily, and you'll start receiving fresh reports in your inbox every morning.