Automate HighLevel CRM with GPT-5, knowledge retrieval & document context
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 instantly.
This marketplace solution transforms how you work:
- Act Instantly – Create, update, and manage contacts, opportunities, tasks, and calendars with natural language commands.
- Work Smarter, Not Harder – The agent pulls context from your internal documents, spreadsheets, and even the web before acting, ensuring every move is informed and precise.
- Never Miss a Detail – It searches your knowledge base, Google Drive, and Supabase vectors to fill in missing info so you don’t have to.
- Boost Team Productivity – Automate repetitive CRM work, cut manual data entry, and free up hours every week.
- Close Deals Faster – Instantly update opportunities, schedule meetings, and follow up on leads without switching tabs.
- Stay Organized Effortlessly – One AI agent orchestrates it all — from booking appointments to updating deal stages — directly inside HighLevel.
Why This Is a Game-Changer
Other tools require constant babysitting. This agent thinks ahead, checks context, and ensures every action in your CRM is accurate, complete, and ready to move your business forward.
⚡ Stop clicking through endless menus. Let GPT-5 + HighLevel automation work for you.
✅ Boost conversions
✅ Automate admin work
✅ Keep your CRM data flawless
Get it now and watch your CRM become your smartest sales assistant.
n8n AI-Powered Communication and Document Context Workflow
This n8n workflow demonstrates a versatile AI agent that can interact with users across multiple communication platforms (Telegram, WhatsApp, Slack, Gmail) and leverage document context from Google Drive to provide informed responses. It acts as a central hub for intelligent communication and knowledge retrieval.
Description
This workflow simplifies and automates intelligent interactions by routing incoming messages from various channels to an AI agent. The AI agent, powered by OpenAI, can retrieve relevant information from documents stored in Google Drive and respond appropriately. It also includes a mechanism for human-in-the-loop (HITL) scenarios where the AI might call another n8n workflow as a tool.
What it does
- Listens for Incoming Messages: The workflow can be triggered by new messages received on:
- Telegram
- WhatsApp Business Cloud
- Slack
- Gmail
- A generic Chat Trigger (likely for internal or custom chat interfaces)
- An MCP Server Trigger (Model Context Protocol, for advanced AI integration)
- Processes Messages with an AI Agent: All incoming messages are fed into an "AI Agent" node (LangChain Agent).
- Utilizes Document Context: The AI agent is configured to use a "Supabase Vector Store" for knowledge retrieval, which is populated by "Embeddings OpenAI" based on documents from "Google Drive". This allows the AI to answer questions or provide information based on your stored documents.
- Leverages OpenAI Chat Model: The core of the AI's conversational ability is an "OpenAI Chat Model".
- Optionally Calls Other Workflows as Tools: The AI agent can use a "Call n8n Workflow Tool" to trigger other n8n workflows, enabling complex multi-step automations based on user requests.
- Reranks Search Results (Cohere): A "Reranker Cohere" node is included, suggesting that search results from the vector store are optimized for relevance before being presented to the AI agent.
- Sends Responses: The AI's generated responses can be sent back to the originating platform via:
- Slack
- Telegram
- WhatsApp Business Cloud
- Gmail
- An MCP Client Tool (for advanced AI integration)
- Data Transformation: An "Edit Fields (Set)" node is present, likely for manipulating data before or after AI processing.
- File Extraction: An "Extract from File" node suggests the ability to process and extract content from various file types, potentially for populating the vector store or for direct use by the AI.
- Conditional Logic: A "Switch" node allows for routing the workflow based on certain conditions, enabling different actions depending on the message content or source.
- Chat Memory: A "Postgres Chat Memory" node is included, indicating that the AI agent maintains conversational context across interactions.
Prerequisites/Requirements
- n8n Instance: A running n8n instance.
- OpenAI API Key: For the "OpenAI Chat Model" and "Embeddings OpenAI" nodes.
- Supabase Account: For the "Supabase Vector Store" (requires a Supabase project and database).
- Google Drive Account: For the "Google Drive" node to access documents.
- Telegram Bot Token: For "Telegram Trigger" and "Telegram" nodes.
- WhatsApp Business Cloud Account: For "WhatsApp Trigger" and "WhatsApp Business Cloud" nodes.
- Slack Workspace/App: For "Slack Trigger" and "Slack" nodes.
- Gmail Account: For "Gmail Trigger" and "Gmail" nodes.
- Cohere API Key (Optional): If using the "Reranker Cohere" node.
- PostgreSQL Database (Optional): If using the "Postgres Chat Memory" node to store chat history.
Setup/Usage
- Import the Workflow: Download the JSON provided and import it into your n8n instance.
- Configure Credentials:
- Set up credentials for OpenAI.
- Set up credentials for Supabase.
- Set up credentials for Google Drive.
- Set up credentials for Telegram, WhatsApp Business Cloud, Slack, and Gmail as needed for the communication channels you intend to use.
- (Optional) Configure Cohere credentials if using the reranker.
- (Optional) Configure PostgreSQL credentials if using chat memory.
- Configure Nodes:
- Trigger Nodes: Configure the "Telegram Trigger", "WhatsApp Trigger", "Slack Trigger", "Gmail Trigger", "Chat Trigger", and "MCP Server Trigger" nodes to listen for events from your desired platforms.
- Google Drive: Specify the files or folders the AI should use as context.
- Embeddings OpenAI: Ensure this node is correctly configured to create embeddings from your Google Drive documents.
- Supabase Vector Store: Connect this to your Supabase project and specify the table for vector storage.
- OpenAI Chat Model: Select your preferred OpenAI model and any other parameters.
- AI Agent: Configure the agent to use the OpenAI Chat Model, Supabase Vector Store, and any other tools (like "Call n8n Workflow Tool").
- Communication Nodes: Configure the "Slack", "Telegram", "WhatsApp Business Cloud", and "Gmail" nodes to send messages to the correct channels/recipients.
- Call n8n Workflow Tool: If used, specify the n8n workflow ID to be called.
- Edit Fields (Set) and Switch: Adjust these nodes based on your specific data transformation and routing logic.
- Activate the Workflow: Once configured, activate the workflow to start processing messages and providing AI-powered responses.
This workflow provides a robust foundation for building intelligent, context-aware communication systems.
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By Oneclick AI Squad