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Automated sales leaderboard with HighLevel CRM, GPT-4o, Notion & Slack

Automatically tracks sales performance from HighLevel CRM, creates Notion dashboards, and sends AI-generated motivational messages to Slack.

workflowcrm
Rahul Joshiby Rahul Joshion n8n
Nodes

21

Triggers

1

Platform

n8n

Tech Stack
HI
High Level
Google Sheets
Google Sheets
Notion
Notion
LM
Lm Chat Azure Open Ai
AI Agent
Slack
Slack
How It Works

This workflow pulls deal data from HighLevel CRM and aggregates performance metrics by sales representative. It creates personalized dashboards in Notion and uses GPT-4o to generate motivational Slack messages that celebrate achievements and encourage improvement.

1

Fetch deals from HighLevel CRM

Retrieves all opportunities including deal names, representatives, values, and stages for comprehensive sales visibility.

2

Clean and validate deal data

Normalizes raw deal information into consistent schema and validates data quality. Logs any errors to Google Sheets for debugging.

3

Calculate performance metrics by rep

Aggregates deals per sales representative computing total deals, deal value, wins, and average deal size for each team member.

4

Create Notion performance dashboards

Generates personalized Notion pages for each representative with updated performance summaries and key metrics.

Attached Files
workflow.json
5

Generate AI-powered motivational messages

Uses GPT-4o to create personalized, encouraging Slack messages based on individual performance data and achievements.

6

Send notifications to Slack

Delivers the AI-generated performance summaries and motivational content to team members via Slack channels or direct messages.

What You'll Need

High LevelGoogle SheetsNotionLm Chat Azure Open AiSlack
  • HighLevel CRM account with API credentials
  • Google Sheets for error logging
  • Notion workspace with API integration
  • Azure OpenAI account with GPT-4o access
  • Slack workspace with API permissions

This automation has 4 configurable settings you'll customize during setup.