📘 Description:

This automation streamlines client review collection and sentiment summarization for Techdome using HighLevel CRM, Azure OpenAI GPT-4o, Gmail, Slack, and Google Sheets. It starts by pulling recently won deals from HighLevel, then generates and sends AI-written HTML review request emails with built-in Google Review and feedback form links. After waiting 24 hours, it fetches the client’s reply thread, summarizes the sentiment using GPT-4o, and posts a clean update to Slack for team visibility. Any failures—API errors, empty responses, or data validation issues—are logged automatically to Google Sheets for full transparency and QA. The result: a fully hands-free Client Appreciation + Feedback Intelligence Loop, improving brand perception and internal responsiveness.

⚙️ What This Workflow Does (Step-by-Step)

▶️ When Clicking ‘Execute Workflow’ (Manual Trigger) Allows on-demand execution or scheduled testing of the workflow. Initiates the fetch for all newly “Won” deals from HighLevel CRM.

🏆 Fetch All Won Deals from HighLevel Retrieves all opportunities labeled “won” in HighLevel, gathering essential client details such as name, email, and deal information to personalize outgoing emails.

🔍 Validate Deal Fetch Success (IF Node) Checks each record for a valid id field. ✅ True Path: Moves ahead to generate AI email content. ❌ False Path: Logs the event to Google Sheets under the error log sheet.

🧠 Configure GPT-4o Model (Azure OpenAI) Initializes the GPT-4o engine that powers all language-generation tasks in this workflow—ensuring precise tone, correct formatting, and safe structured HTML output.

💌 Generate Personalized Review Request Email (AI Agent) Uses GPT-4o to create a tailored, HTML-formatted email thanking the client for their business and requesting feedback. Includes two clickable CTA buttons:

⭐ Google Review Link:
📝 Internal Feedback Form: Google Form link for in-depth feedback Each email maintains Techdome’s friendly, brand-consistent voice with clean inline CSS styling.

📨 Send Review Request Email to Client (Gmail Node) Automatically sends the AI-generated email to the client’s registered address through Gmail. Ensures timely post-service communication without manual follow-ups.

⏳ Wait for 24 Hours Before Next Action Pauses the workflow for 24 hours to give clients time to read and respond to the review request.

📥 Retrieve Email Thread for Response (Gmail Node) After the waiting period, fetches the Gmail thread associated with the initial email to capture client replies or feedback messages.

🧠 Configure GPT-4o Model (Summarization Engine) Prepares another GPT-4o instance specialized for summarizing client replies into concise, sentiment-aware Slack messages.

💬 Summarize Client Feedback (AI Agent) Analyzes the Gmail thread and produces a short Slack-formatted summary using this structure:

🎉 *New Client Review Received!*Client: <Name>
Feedback: <Message snippet>
Sentiment: Positive / Neutral / Negative Focuses on tone clarity and quick readability for internal teams.

📢 Announce Review Summary in Slack Posts the AI-generated summary in a designated Slack channel, keeping success and support teams instantly informed of client sentiments and feedback trends.

📊 Log Errors in Google Sheets Appends all failures—including fetch issues, missing fields, or parsing errors—to the Google Sheets “error log sheet,” maintaining workflow reliability and accountability.

🧩 Prerequisites

• HighLevel CRM OAuth credentials (to fetch deals)
• Azure OpenAI GPT-4o access (for AI-driven writing and summarization)
• Gmail API connection (for sending & reading threads)
• Slack API integration (for posting summaries)
• Google Sheets access (for error logging)

💡 Key Benefits

✅ Automates personalized review outreach after project completion ✅ Waits intelligently before analyzing responses ✅ Uses GPT-4o to summarize client sentiment in human tone ✅ Sends instant Slack updates for real-time visibility ✅ Keeps audit logs of all errors for debugging

👥 Perfect For

• Client Success and Account Management Teams
• Agencies using HighLevel CRM for project delivery
• Teams aiming to collect consistent client feedback and reviews
• Businesses wanting AI-assisted sentiment insights in Slack