Templates / Automate HighLevel CRM with GPT-5, knowledge retrieval & document context

Automate HighLevel CRM with GPT-5, knowledge retrieval & document context

Needs changes

by Paul ✓ · 403 views · created 2025-08-13 · CRM, Multimodal AI

Needs changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 49 nodes and runs on Telegram events (plus 7 other triggers). Along the way it connects HighLevel, Slack, Telegram and Gmail and 11 more.

How it runs

Trigger: On Telegram events (plus 7 other triggers).

  1. Edit Fields (Edit Fields (Set)): sets or maps fields
  2. GHL orchestrator (AI Agent): runs an AI agent, with model: GPT; 3 tools (MCP Client GHL, MCP Client Knowledge, search about any doc in google drive); memory: Chat Memory
  3. Send a text message (Telegram): uses Telegram
  4. Send message (WhatsApp Business Cloud): uses WhatsApp Business Cloud
  5. Send a message (Slack): uses Slack
  6. Send a message (Gmail): uses Gmail
  7. Operation (Switch): routes items into branches
  8. Download File (Google Drive): uses Google Drive
  9. FileType (Switch): routes items into branches
  10. Extract from PDF (Extract from File): extracts data from a file

…plus 6 more steps. See the full node list below.

Services it uses

HighLevelSlackTelegramGmailWhatsApp Business CloudEmbeddings OpenAIReranker CohereGoogle SheetsPerplexitySupabase Vector StoreMCP ClientPostgres Chat MemoryGoogle DriveOpenAIOpenAI Chat Model

Before you upgrade to n8n 3.0

1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:

  • AI Agent v1 (old agent modes) in GHL orchestrator (v1.6): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
  • Also check Slack Trigger requires a signing secret on the Slack API credential.
  • Also check Gmail Trigger below v1.4 runs as v1.4 (drafts skipped, max emails per poll).
Removed in 3.0Replace with
AI Agent v1 (old agent modes)
GHL orchestrator (v1.6)
Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.

Nodes used (27)

From the author

Supercharge Your HighLevel CRM with the Power of GPT-5 Unleash the full potential of your HighLevel CRM by adding an intelligent GPT-5 Agent that does more than just follow commands — it understands context, retrieves the right data, and executes actions…

Excerpt from Paul's description on n8n.io.

View the original on n8n.io → Check your own copy

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