Sync HighLevel CRM to Google Sheets with GPT-4o daily reports via Gmail
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 11 nodes and runs manually, when you click “Execute workflow”. Along the way it connects Azure OpenAI Chat Model, HighLevel, Google Sheets and Gmail.
How it runs
Trigger: Manually, when you click “Execute workflow”.
- Fetch Opportunities from HighLevel CRM (HighLevel): get many (opportunity)
- Validate Opportunity Data Payload (If): checks a condition and branches into true / false
- Extract Key Fields from HighLevel Data (Code): runs custom JavaScript code
- Log Invalid Opportunities to Google Sheets (Google Sheets): append
- Normalize Opportunity Structure (Code): runs custom JavaScript code
- Update Opportunity Records in Google Sheets (Google Sheets): append or update
- Merge All Opportunities into Single JSON Array (Code): runs custom JavaScript code
- Generate Daily Opportunity Summary Report (AI Agent): runs an AI agent, with model: Configure GPT-4o Model
- Send Daily Opportunity Summary via Gmail (Gmail): uses Gmail
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (8)
- Manual Trigger
n8n-nodes-base.manualTrigger - Azure OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatAzureOpenAi - HighLevel
n8n-nodes-base.highLevel - If
n8n-nodes-base.if - Google Sheets
n8n-nodes-base.googleSheets - Code
n8n-nodes-base.code - Gmail
n8n-nodes-base.gmail - AI Agent
@n8n/n8n-nodes-langchain.agent
From the author
📘 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…