Automate HighLevel CRM with GPT-5, knowledge retrieval & document context
Needs changesWhat 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).
- Edit Fields (Edit Fields (Set)): sets or maps fields
- 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
- Send a text message (Telegram): uses Telegram
- Send message (WhatsApp Business Cloud): uses WhatsApp Business Cloud
- Send a message (Slack): uses Slack
- Send a message (Gmail): uses Gmail
- Operation (Switch): routes items into branches
- Download File (Google Drive): uses Google Drive
- FileType (Switch): routes items into branches
- Extract from PDF (Extract from File): extracts data from a file
…plus 6 more steps. See the full node list below.
Services it uses
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 3.0 | Replace 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)
- High Level Tool
n8n-nodes-base.highLevelTool - MCP Server Trigger
@n8n/n8n-nodes-langchain.mcpTrigger - Chat Trigger
@n8n/n8n-nodes-langchain.chatTrigger - Slack Trigger
n8n-nodes-base.slackTrigger - Telegram Trigger
n8n-nodes-base.telegramTrigger - Gmail Trigger
n8n-nodes-base.gmailTrigger - WhatsApp Trigger
n8n-nodes-base.whatsAppTrigger - Edit Fields (Set)
n8n-nodes-base.set - Telegram
n8n-nodes-base.telegram - WhatsApp Business Cloud
n8n-nodes-base.whatsApp - Slack
n8n-nodes-base.slack - Gmail
n8n-nodes-base.gmail - Embeddings OpenAI
@n8n/n8n-nodes-langchain.embeddingsOpenAi - Reranker Cohere
@n8n/n8n-nodes-langchain.rerankerCohere - Google Sheets Tool
n8n-nodes-base.googleSheetsTool - Perplexity Tool
n8n-nodes-base.perplexityTool - Supabase Vector Store
@n8n/n8n-nodes-langchain.vectorStoreSupabase - MCP Client Tool
@n8n/n8n-nodes-langchain.mcpClientTool - Postgres Chat Memory
@n8n/n8n-nodes-langchain.memoryPostgresChat - Switch
n8n-nodes-base.switch - Call n8n Workflow Tool
@n8n/n8n-nodes-langchain.toolWorkflow - Google Drive Tool
n8n-nodes-base.googleDriveTool - Google Drive
n8n-nodes-base.googleDrive - Extract from File
n8n-nodes-base.extractFromFile - OpenAI
@n8n/n8n-nodes-langchain.openAi - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi
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…