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AI Powered Highlevel → Google Sheets Sync & Daily Html Report Workflow (GPT 4o + Gmail)

by Rahul JoshiUpdated Aug 2026
RequiresGoogle SheetsGoogle SheetsGmailGmail
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MaWhen clicking ‘Execute workflow’When clicking ‘…Configure GPT-4o ModelConfigure GPT-4…HLFetch Opportunities from HighLevel CRMFetch Opportuni…IfValidate Opportunity Data PayloadValidate Opport…Log Invalid Opportunities to Google SheetsLog Invalid Opp…CoExtract Key Fields from HighLevel DataExtract Key Fie…CoNormalize Opportunity StructureNormalize Oppor…Update Opportunity Records in Google SheetsUpdate Opportun…CoMerge All Opportunities into Single JSON ArrayMerge All Oppor…Send Daily Opportunity Summary via GmailSend Daily Oppo…AgGenerate Daily Opportunity Summary ReportGenerate Daily …12345678910
1/5
STEPS · 10
Run manually by an operator

On manual run, an AI agent syncs HighLevel data into Google Sheets and emails a daily HTML report via Gmail.

Tags

manualcomplexGoogle SheetsGmailCRMAI Summarization
Connects
sheetsGoogle SheetsgmailGmail
CategoryAI Agents & Chatbots
Triggermanual
Complexitycomplex
Nodes11
AddedJun 14, 2026