Google Drive and HighLevel integration

Description Automatically generate and distribute detailed End-of-Day (EOD) reports combining task progress from ClickUp and opportunity data from GoHighLevel. This workflow uses AI to analyze daily performance, summarize key metrics, identify blockers, and deliver polished reports directly to Slack, Email, and Google Drive. ⚙️📊💬 What This Template Does Triggers automatically every weekday at 6:00 PM (Mon–Fri). ⏰ Fetches all completed ClickUp tasks and won GoHighLevel opportunities for the day. 📥 Merges and transforms both datasets into a unified structure. 🔄 Uses Azure OpenAI GPT-4 to analyze performance and generate structured summaries. 🤖 Formats three output versions — Slack (Markdown), Email (HTML), and Google Drive (Text). 🧾 Routes and sends reports automatically to connected channels. 📤 Uploads the generated text report to Google Drive with timestamped filenames. ☁️ Key Benefits ✅ Saves time by automating daily performance reporting. ✅ Unifies task and deal data into a single AI-generated summary. ✅ Provides real-time visibility into productivity and outcomes. ✅ Delivers beautifully formatted, channel-specific reports. ✅ Maintains historical reports in Google Drive for reference. ✅ Helps managers identify wins, blockers, and next steps quickly. Features Automated scheduling via cron (Mon–Fri, 6 PM). ClickUp task and GHL opportunity integration for daily data sync. AI-powered analysis for contextual, actionable summaries. Dynamic formatting for Slack, Email, and Drive outputs. Parallel routing for simultaneous delivery across platforms. No manual steps — runs fully hands-free after setup. Requirements ClickUp OAuth2 credentials for task retrieval. GoHighLevel OAuth2 credentials for deal data. Azure OpenAI GPT-4 API credentials. Slack Bot credentials for message posting. SMTP (Gmail/Outlook) credentials for email reports. Google Drive OAuth2 credentials for report upload. Target Audience 🎯 Sales, marketing, and operations teams tracking daily performance. 📈 Project managers monitoring team productivity and blockers. 🤝 Client success teams summarizing EOD outcomes for leadership. 🧠 Business automation teams seeking end-of-day visibility. Step-by-Step Setup Instructions Connect ClickUp, GoHighLevel, Slack, Gmail/SMTP, and Google Drive credentials. 🔑 Set your team, space, folder, and list IDs in the ClickUp node. 📋 Update your Slack channel ID in the Slack node configuration. 💬 Configure your email sender and recipients in the email node. 📧 (Optional) Modify the cron expression for different reporting times. ⏰ Test the workflow manually once, then activate for automated EOD execution. ✅

Description Automate your GoHighLevel (GHL) client onboarding process from the moment a deal is marked as “Won.” This workflow seamlessly generates client folders in Google Drive, duplicates contract and kickoff templates, schedules kickoff calls, sends branded welcome emails, creates onboarding tasks in GHL, and notifies your team in Slack. 🚀📂📧📅💬 What This Template Does Triggers automatically when an opportunity is marked as Won in GHL 🏆 Validates and formats client data to ensure clean records 🔍 Creates structured client folders in Google Drive 📂 Copies contract & kickoff deck templates with client-specific naming 📝 Sends personalized welcome email via Gmail ✉️ Schedules kickoff call in Google Calendar 📅 Creates onboarding tasks in GHL for account managers ✅ Sends Slack notifications to keep your team informed instantly 💬 Catches errors and sends alerts to a Slack error channel 🚨 Key Benefits Saves 30–45 minutes per onboarding ⏱️ Eliminates manual data entry and human errors 🧹 Guarantees consistent client experience across all deals 🤝 Automates document creation & sharing 📄 Ensures team visibility and faster response times 📲 Built-in validation and error handling for reliability 🔐 Features Webhook-based trigger from GoHighLevel ⚡ Automatic client data formatting and validation 🛠️ Google Drive folder & document automation with templates 📂 Personalized Gmail welcome email with branding ✉️ Automated kickoff call scheduling in Google Calendar 📅 Task creation in GHL for seamless follow-up 📌 Slack notifications for both success and error handling 💬 Error channel with detailed failure reports 🚨 Requirements n8n instance (cloud or self-hosted) GoHighLevel account with API access 🔑 Google Workspace (Drive, Gmail, Calendar) 📊 Slack workspace with Bot Token & channel access 💬 Pre-created contract and kickoff deck templates in Google Drive 📄 Target Audience Agencies & consultants using GoHighLevel for client management 🏢 Sales teams wanting instant onboarding after a deal closes 💰 Operations teams seeking consistent and repeatable onboarding flows ⚙️ Account managers who need structured onboarding tasks ✅ Businesses scaling client onboarding and reducing manual workload 🚀 Step-by-Step Setup Instructions Configure GHL webhook → Trigger on “Opportunity Status Changed = Won.” Connect your GHL API credentials (OAuth2 or API key). Add Google Drive OAuth2 credentials → Set parent folder ID & template IDs. Configure Gmail OAuth2 → Replace hardcoded email with client email variable. Connect Google Calendar → Select the calendar for kickoff calls. Connect Slack API → Choose channels for onboarding updates and errors. Update template IDs for contract and kickoff deck in the workflow. Import workflow into n8n, map credentials, and test once. Enable workflow → onboarding is now fully automated. ✅

Automate the complete client onboarding process using n8n, GoHighLevel, Slack, Google Drive, and Gmail. This workflow ensures a smooth, scalable onboarding journey for every new client. 📌 Purpose This workflow is designed to: Eliminate repetitive setup tasks during onboarding Automatically create client-specific resources (folders, contacts, tasks, channels) Maintain seamless communication between your team and the client Deliver instant confirmation and welcome emails (via Gmail) ⚡ Trigger Triggered by an n8n Form submission (Client Onboarding Form) where clients provide: Name** Email** Company Name** Website** Proposal/Scope Document (PDF)** 🛠️ Actions Performed Extract Proposal/Scope Document Reads uploaded PDF and extracts key details. Google Drive Setup Creates a client folder in Drive Saves uploaded proposal for team access GoHighLevel Setup Creates or updates client contact in GoHighLevel Uses AI to parse proposal and generate 20–30 detailed onboarding tasks Creates tasks directly in GoHighLevel for structured project management Slack Setup Creates a dedicated client Slack channel Posts a welcome message with checklist and kickoff details Welcome Email Sends a personalized Gmail email including: Google Drive folder link GoHighLevel workspace access Slack channel invite Onboarding call scheduler link 🧩 Workflow Architecture flowchart TD A[Form Submission] --> B[Extract Proposal PDF] B --> C[Create Google Drive Folder] C --> D[Save Folder ID] D --> E[Create/Update GoHighLevel Contact] E --> F[AI: Segment Tasks from Proposal] F --> G[Loop Over Tasks] G --> H[Create Tasks in GoHighLevel] G --> I[Slack Create Channel] I --> J[Slack Post Welcome Message] J --> K[Send Gmail Welcome Email] 🔧 Configuration Notes Before using this workflow, configure: Google Drive OAuth2 credentials Folder creation permissions GoHighLevel OAuth2 credentials for API access Ensure permissions for contacts and tasks Slack Slack App with bot permissions OAuth scopes: channels:write chat:write users:read.email Gmail (OAuth2 or SMTP) Configure account for sending emails Update recipient details 📬 Example Outputs ✅ Slack Channel Welcome Automated Slack post welcoming the client and outlining next steps. ✅ Gmail Welcome Email Personalized welcome message with links to Drive, Slack, and GoHighLevel. 🚦 Suggested Triggers This workflow can be adapted to trigger on: Payment received** (Stripe/PayPal) Contract signed** (DocuSign/HelloSign) CRM Opportunity Won** (GoHighLevel or HubSpot) 🏷️ Tags onboarding · automation · gohighlevel · slack · google-drive · gmail 📢 Notes Due dates that fall on weekends are shifted to the next weekday. AI-powered parsing ensures granular tasks and sequential steps. Designed for scalability, ensuring every client receives a consistent onboarding flow.