Rahul Joshi This workflow corresponds to n8n.io template #10838 — we link there as the canonical source.
This workflow follows the Agent → Gmail recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"id": "XDPNH4sW5lnVmzdE",
"meta": {
"templateCredsSetupCompleted": true
},
"name": "AI-Powered HighLevel \u2192 Google Sheets Sync & Daily HTML Report Workflow (GPT-4o + Gmail)",
"tags": [],
"nodes": [
{
"id": "f28f8aca-d06c-4fd1-9783-42614b274efa",
"name": "When clicking \u2018Execute workflow\u2019",
"type": "n8n-nodes-base.manualTrigger",
"position": [
-896,
0
],
"parameters": {},
"typeVersion": 1
},
{
"id": "7b33aaf1-c1a5-45d2-a0b5-401f59c03bff",
"name": "Configure GPT-4o Model",
"type": "@n8n/n8n-nodes-langchain.lmChatAzureOpenAi",
"position": [
992,
512
],
"parameters": {
"model": "gpt-4o",
"options": {}
},
"credentials": {
"azureOpenAiApi": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "c36b8ef9-44fd-4758-a548-46a5714845b4",
"name": "Fetch Opportunities from HighLevel CRM",
"type": "n8n-nodes-base.highLevel",
"position": [
-640,
0
],
"parameters": {
"limit": 5,
"filters": {},
"resource": "opportunity",
"operation": "getAll",
"requestOptions": {}
},
"credentials": {
"highLevelOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 2
},
{
"id": "8ff4a19e-7a48-4fb9-b9db-ab71e40d0453",
"name": "Validate Opportunity Data Payload",
"type": "n8n-nodes-base.if",
"position": [
-304,
0
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "e2adb005-2b3c-4d1e-8445-442df1fe925a",
"operator": {
"type": "string",
"operation": "notEmpty",
"singleValue": true
},
"leftValue": "={{ $json.id }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "2e5c99f5-43e0-4e6c-bc22-716c0e66dab9",
"name": "Log Invalid Opportunities to Google Sheets",
"type": "n8n-nodes-base.googleSheets",
"position": [
48,
496
],
"parameters": {
"operation": "append",
"sheetName": {
"__rl": true,
"mode": "list",
"value": "",
"cachedResultUrl": "",
"cachedResultName": ""
},
"documentId": {
"__rl": true,
"mode": "url",
"value": ""
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 4.6
},
{
"id": "f778a6a3-977b-434a-88c1-ee88d5ea1ac4",
"name": "Extract Key Fields from HighLevel Data",
"type": "n8n-nodes-base.code",
"position": [
48,
0
],
"parameters": {
"jsCode": "return items.map(item => {\n const o = item.json;\n\n return {\n json: {\n id: o.id,\n name: o.name,\n company: o.contact?.companyName || null,\n email: o.contact?.email || null,\n phone: o.contact?.phone || null,\n source: o.source || null,\n assignedTo: o.assignedTo || null,\n pipelineId: o.pipelineId,\n stageId: o.pipelineStageId,\n tags: o.contact?.tags?.join(\", \") || null,\n monetaryValue: o.monetaryValue || 0,\n createdAt: o.createdAt,\n updatedAt: o.updatedAt,\n lastStageChangeAt: o.lastStageChangeAt\n }\n };\n});\n"
},
"typeVersion": 2
},
{
"id": "afd30f6f-9eac-43d1-9e07-0788c7b4206e",
"name": "Normalize Opportunity Structure",
"type": "n8n-nodes-base.code",
"position": [
368,
0
],
"parameters": {
"mode": "runOnceForEachItem",
"jsCode": "const op = item.json;\n\nreturn {\n json: {\n id: op.id,\n name: op.name,\n company: op.company || op.contact?.companyName || null,\n email: op.email || op.contact?.email || null,\n phone: op.phone || op.contact?.phone || null,\n source: op.source,\n assignedTo: op.assignedTo,\n pipelineId: op.pipelineId,\n stageId: op.stageId || op.pipelineStageId,\n tags: op.tags,\n monetaryValue: op.monetaryValue,\n createdAt: op.createdAt,\n updatedAt: op.updatedAt,\n lastStageChangeAt: op.lastStageChangeAt\n }\n};\n"
},
"typeVersion": 2,
"alwaysOutputData": false
},
{
"id": "8d3c0c7b-6399-46ff-ac75-4f449da38428",
"name": "Update Opportunity Records in Google Sheets",
"type": "n8n-nodes-base.googleSheets",
"position": [
752,
-624
],
"parameters": {
"columns": {
"value": {
"id": "={{ $json.id }}",
"name": "={{ $json.name }}",
"email": "={{ $json.email }}",
"phone": "={{ $json.phone }}",
"source": "={{ $json.source }}",
"company": "={{ $json.company }}",
"stageId": "={{ $json.stageId }}",
"createdAt": "={{ $json.createdAt }}",
"updatedAt": "={{ $json.updatedAt }}",
"assignedTo": "={{ $json.assignedTo }}",
"pipelineId": "={{ $json.pipelineId }}",
"monetaryValue": "={{ $json.monetaryValue }}",
"lastStageChangeAt": "={{ $json.lastStageChangeAt }}"
},
"schema": [
{
"id": "id",
"type": "string",
"display": true,
"required": false,
"displayName": "id",
"defaultMatch": true,
"canBeUsedToMatch": true
},
{
"id": "name",
"type": "string",
"display": true,
"required": false,
"displayName": "name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "company",
"type": "string",
"display": true,
"required": false,
"displayName": "company",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "email",
"type": "string",
"display": true,
"required": false,
"displayName": "email",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "phone",
"type": "string",
"display": true,
"required": false,
"displayName": "phone",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "source",
"type": "string",
"display": true,
"required": false,
"displayName": "source",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "assignedTo",
"type": "string",
"display": true,
"required": false,
"displayName": "assignedTo",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "pipelineId",
"type": "string",
"display": true,
"required": false,
"displayName": "pipelineId",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "stageId",
"type": "string",
"display": true,
"required": false,
"displayName": "stageId",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "monetaryValue",
"type": "string",
"display": true,
"required": false,
"displayName": "monetaryValue",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "createdAt",
"type": "string",
"display": true,
"required": false,
"displayName": "createdAt",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "updatedAt",
"type": "string",
"display": true,
"required": false,
"displayName": "updatedAt",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "lastStageChangeAt",
"type": "string",
"display": true,
"required": false,
"displayName": "lastStageChangeAt",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [
"id"
],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "appendOrUpdate",
"sheetName": {
"__rl": true,
"mode": "list",
"value": 1423466972,
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/17rcNd_ZpUQLm0uWEVbD-NY6GyFUkrD4BglvawlyBygM/edit#gid=1423466972",
"cachedResultName": "ghl database"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "17rcNd_ZpUQLm0uWEVbD-NY6GyFUkrD4BglvawlyBygM",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/17rcNd_ZpUQLm0uWEVbD-NY6GyFUkrD4BglvawlyBygM/edit?usp=drivesdk",
"cachedResultName": "sample_leads_50"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 4.6
},
{
"id": "5ed73d10-d43b-448e-bca6-5b48dfb4c1d5",
"name": "Merge All Opportunities into Single JSON Array",
"type": "n8n-nodes-base.code",
"position": [
736,
0
],
"parameters": {
"jsCode": "// All items come as array: items = [{json: {...}}, {json: {...}}, ...]\n\n// Extract only JSON data into a single array\nconst merged = items.map(i => i.json);\n\n// Return ONE item containing the whole array\nreturn [\n {\n json: {\n opportunities: merged\n }\n }\n];\n"
},
"typeVersion": 2
},
{
"id": "6dc96226-3f51-42fc-9f72-7f8bd2c06dd2",
"name": "Send Daily Opportunity Summary via Gmail",
"type": "n8n-nodes-base.gmail",
"position": [
1456,
0
],
"parameters": {
"sendTo": "=newscctv22@gmail.com",
"message": "={{ $json.output }}",
"options": {},
"subject": "=Daily Opportunity Report \u2013 Summary of New Leads"
},
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
},
"typeVersion": 2.1
},
{
"id": "e47b8d9d-6bac-47bd-b0fa-eba96ce7ec52",
"name": "Generate Daily Opportunity Summary Report",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
992,
0
],
"parameters": {
"text": "=You are given an array of opportunities in JSON format below.\n\nUse ONLY this data. \nDo NOT guess, invent, fill missing fields, or add any extra information.\nIf a field is null, replace it with \"-\".\n\nInput JSON:\n{{ JSON.stringify($json[\"opportunities\"], null, 2) }}\n\nYour task:\nGenerate a clean HTML report summarizing these opportunities.\n\nSTRICT RULES:\n- Output ONLY VALID HTML (no markdown, no backticks).\n- Use a simple, clean, Gmail-friendly table.\n- Include ALL rows exactly as they appear.\n- Column order must be:\n Name, Company, Email, Phone, Source, Pipeline ID, Stage ID, Value, Created At\n\nHTML requirements:\n- <h2>Daily Opportunity Summary</h2>\n- A small description paragraph\n- A bordered table with header background (#f5f5f5)\n- Padding 8px in cells\n- Full width table\n- Use \u201c-\u201d for null values\n",
"options": {
"systemMessage": "=You must not invent or guess data. All values must come only from the user-provided JSON. Output only valid HTML with no markdown or code blocks.\n"
},
"promptType": "define"
},
"typeVersion": 2.1
},
{
"id": "ba5645ff-e058-44f1-8c0a-120ba75c5441",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1536,
-704
],
"parameters": {
"width": 656,
"height": 496,
"content": "## \ud83d\udcca AI-Powered HighLevel \u2192 Google Sheets Sync & Daily HTML Report Workflow (GPT-4o + Gmail) \nThis workflow syncs CRM opportunities from HighLevel into Google Sheets and automatically creates a daily HTML summary email using GPT-4o.\n\n### \ud83d\udd39 Workflow Overview\n1\ufe0f\u20e3 Fetch opportunities from HighLevel CRM \n2\ufe0f\u20e3 Validate records for completeness \n3\ufe0f\u20e3 Extract & normalize key fields \n4\ufe0f\u20e3 Update opportunities in Google Sheets \n5\ufe0f\u20e3 Merge all data into a single array \n6\ufe0f\u20e3 Use GPT-4o to create an HTML sales summary table \n7\ufe0f\u20e3 Email the final report to the sales team \n\n### \ud83d\udd39 Tools & Integrations\n- HighLevel CRM \u2192 Opportunity data source \n- Google Sheets \u2192 Data storage \n- Azure OpenAI (GPT-4o) \u2192 AI report generator \n- Gmail \u2192 Automated daily summary delivery \n- JavaScript Nodes \u2192 Data cleaning and transformation \n"
},
"typeVersion": 1
},
{
"id": "c5053949-91d9-499b-b9fa-09c4ad533c0c",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-704,
-304
],
"parameters": {
"color": 7,
"height": 544,
"content": "## \ud83d\udd17 Fetch Opportunities from HighLevel CRM \nPulls recent opportunity data (limit: 5 by default) from your HighLevel CRM account. \nIncludes contact details, company, source, and stage info. \nThis is the main data entry point.\n"
},
"typeVersion": 1
},
{
"id": "023f1cfd-864e-4038-b968-2923840da53c",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-384,
-272
],
"parameters": {
"color": 7,
"height": 480,
"content": "## \ud83e\udde9 Validate Opportunity Data Payload \nChecks whether each opportunity record has a valid \u201cid\u201d field. \n\u2705 Valid \u2192 moves to extraction \n\u274c Invalid \u2192 logged into Google Sheets for review.\n"
},
"typeVersion": 1
},
{
"id": "8a4b16a5-cb5e-40af-9641-b8f3f6633927",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-32,
304
],
"parameters": {
"color": 7,
"height": 432,
"content": "## \u26a0\ufe0f Log Invalid Opportunities \nStores invalid or incomplete opportunities in a dedicated Google Sheet. \nUseful for cleaning CRM data and tracking integration issues.\n"
},
"typeVersion": 1
},
{
"id": "1b3035c5-1c4f-4bee-8466-e22e20ea2a6b",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-16,
-384
],
"parameters": {
"color": 7,
"height": 576,
"content": "## \ud83e\uddfe Extract Key Fields from HighLevel Data \nExtracts only the essential details from CRM opportunities, including: \n- id, name, company, email, phone \n- source, assignedTo, pipelineId, stageId \n- tags, monetary value, timestamps \nSimplifies data for consistency before sheet update.\n"
},
"typeVersion": 1
},
{
"id": "b73f368f-a4fa-470b-8b0a-9b765db17460",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
304,
-256
],
"parameters": {
"color": 7,
"height": 416,
"content": "## \u2699\ufe0f Normalize Opportunity Structure \nEnsures every opportunity has standardized field names. \nFills missing contact info, adjusts IDs, and prepares for sheet update and reporting.\n"
},
"typeVersion": 1
},
{
"id": "effc05a4-472f-4621-adc2-d32c9f43548a",
"name": "Sticky Note6",
"type": "n8n-nodes-base.stickyNote",
"position": [
656,
-240
],
"parameters": {
"color": 7,
"height": 416,
"content": "## \ud83e\udde0 Merge All Opportunities \nCombines all normalized records into a single JSON array under the field `opportunities`. \nPrepares data for AI processing and HTML report generation.\n"
},
"typeVersion": 1
},
{
"id": "6d55cf17-fb56-488c-9fc6-09a5bcea2ec9",
"name": "Sticky Note7",
"type": "n8n-nodes-base.stickyNote",
"position": [
672,
-976
],
"parameters": {
"color": 7,
"width": 256,
"height": 544,
"content": "## \ud83d\udccb Update Opportunity Records in Google Sheets \nUpserts (append or update) opportunity data into the \u201cghl database\u201d tab inside your master sheet (`sample_leads_50`). \nMatching key: `id`. \nKeeps CRM and sheet data fully synced.\n"
},
"typeVersion": 1
},
{
"id": "a29730a2-550a-4292-8662-0b61eab146ed",
"name": "Sticky Note8",
"type": "n8n-nodes-base.stickyNote",
"position": [
944,
-368
],
"parameters": {
"color": 7,
"width": 352,
"height": 576,
"content": "## \ud83e\udde0 Generate Daily Opportunity Summary Report \nGPT-4o analyzes the merged opportunities JSON and generates a clean HTML report. \nStructure:\n- <h2> title: \u201cDaily Opportunity Summary\u201d \n- Description paragraph \n- Styled table with: \n Name, Company, Email, Phone, Source, Pipeline ID, Stage ID, Value, Created At \n- Nulls replaced with \u201c-\u201d \n- Gmail-friendly design (bordered table, padded cells)\n"
},
"typeVersion": 1
},
{
"id": "6447a496-aa1c-4c7b-8dc6-6a0a392b744c",
"name": "Sticky Note9",
"type": "n8n-nodes-base.stickyNote",
"position": [
1376,
-320
],
"parameters": {
"color": 7,
"height": 496,
"content": "## \ud83d\udce7 Send Daily Opportunity Summary via Gmail \nSends the AI-generated HTML report to the sales inbox. \nSubject: \u201cDaily Opportunity Report \u2013 Summary of New Leads.\u201d \nAutomatically formatted for Gmail rendering.\n"
},
"typeVersion": 1
},
{
"id": "93ef3968-0b83-48d9-b108-d14ba2997201",
"name": "Sticky Note10",
"type": "n8n-nodes-base.stickyNote",
"position": [
912,
288
],
"parameters": {
"color": 7,
"height": 368,
"content": "## \u2699\ufe0f Configure GPT-4o Model \nConnects to the Azure OpenAI GPT-4o model. \nUsed as the AI engine for generating HTML reports and summaries.\n"
},
"typeVersion": 1
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "34b619f9-f2f5-489d-986e-66c86661fb25",
"connections": {
"Configure GPT-4o Model": {
"ai_languageModel": [
[
{
"node": "Generate Daily Opportunity Summary Report",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Normalize Opportunity Structure": {
"main": [
[
{
"node": "Update Opportunity Records in Google Sheets",
"type": "main",
"index": 0
},
{
"node": "Merge All Opportunities into Single JSON Array",
"type": "main",
"index": 0
}
]
]
},
"Validate Opportunity Data Payload": {
"main": [
[
{
"node": "Extract Key Fields from HighLevel Data",
"type": "main",
"index": 0
}
],
[
{
"node": "Log Invalid Opportunities to Google Sheets",
"type": "main",
"index": 0
}
]
]
},
"When clicking \u2018Execute workflow\u2019": {
"main": [
[
{
"node": "Fetch Opportunities from HighLevel CRM",
"type": "main",
"index": 0
}
]
]
},
"Extract Key Fields from HighLevel Data": {
"main": [
[
{
"node": "Normalize Opportunity Structure",
"type": "main",
"index": 0
}
]
]
},
"Fetch Opportunities from HighLevel CRM": {
"main": [
[
{
"node": "Validate Opportunity Data Payload",
"type": "main",
"index": 0
}
]
]
},
"Generate Daily Opportunity Summary Report": {
"main": [
[
{
"node": "Send Daily Opportunity Summary via Gmail",
"type": "main",
"index": 0
}
]
]
},
"Merge All Opportunities into Single JSON Array": {
"main": [
[
{
"node": "Generate Daily Opportunity Summary Report",
"type": "main",
"index": 0
}
]
]
}
}
}
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
azureOpenAiApigmailOAuth2googleSheetsOAuth2ApihighLevelOAuth2Api
Pro
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About this workflow
This workflow automates a complete CRM → Sheets → AI → Email reporting pipeline for HighLevel opportunities. It fetches fresh opportunity data from HighLevel, validates and normalizes every record, syncs all structured opportunities into a Google Sheet, merges them into a single…
Source: https://n8n.io/workflows/10838/ — original creator credit. Request a take-down →
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