G
GTM Vault
Browse
  • Dashboard
    • Automations
    • Skills
    • Prompts
    • Makers
  • Sign in
Loading setup wizard...
Back to Automated sales leaderboard with HighLevel CRM, GPT-4o, Notion & Slack

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

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.

What This Automation Does
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.

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.

Prerequisites

  • 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

Services Used

High LevelGoogle SheetsNotionLm Chat Azure Open AiSlack

Services with alternatives — you can swap them in the next step.