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

by Rahul Joshion n8n

Nodes

Triggers

Platform

n8n

Tech Stack

High Level

Google Sheets

Notion

Lm Chat Azure Open Ai

AI Agent

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.

Fetch deals from HighLevel CRM

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

Clean and validate deal data

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

Calculate performance metrics by rep

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

Create Notion performance dashboards

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

Attached Files

workflow.json