Automated sales leaderboard with HighLevel CRM, GPT-4o, Notion & Slack
Ready for 3.0What this workflow does
This AI workflow has 11 nodes and runs manually, when you click “Execute workflow”. Along the way it connects HighLevel, Google Sheets, Notion and Azure OpenAI Chat Model and 1 more.
How it runs
Trigger: Manually, when you click “Execute workflow”.
- Fetch All Deals from HighLevel CRM (HighLevel): get many (opportunity)
- Validate Deal Fetch Success (If): checks a condition and branches into true / false
- Clean & Structure Deal Data (Code): runs custom JavaScript code
- Log Fetch or Validation Errors (Google Sheets): append
- Summarize Sales by Representative (Code): runs custom JavaScript code
- Generate Notion Performance Dashboard (Notion): uses Notion
- Transform Data for AI Input (Code): runs custom JavaScript code
- AI-Generated Motivational Slack Messages (AI Agent): runs an AI agent, with model: GPT-4o Model Configuration
- Notify Sales Team in Slack (Slack): uses Slack
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 (9)
- Manual Trigger
n8n-nodes-base.manualTrigger - HighLevel
n8n-nodes-base.highLevel - If
n8n-nodes-base.if - Google Sheets
n8n-nodes-base.googleSheets - Code
n8n-nodes-base.code - Notion
n8n-nodes-base.notion - Azure OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatAzureOpenAi - AI Agent
@n8n/n8n-nodes-langchain.agent - Slack
n8n-nodes-base.slack
From the author
📘 Description: This workflow automates sales performance tracking and motivational updates by integrating HighLevel CRM, Notion, GPT-4o, and Slack. It pulls all deals from HighLevel, cleans and summarizes sales data per representative, creates performance…