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Back to Client review collection & sentiment analysis with HighLevel, GPT-4o, Gmail & Slack

Set Up: Client review collection & sentiment analysis with HighLevel, GPT-4o, Gmail & Slack

This workflow fetches recently won deals from HighLevel CRM and sends AI-generated review request emails to clients. After 24 hours, it analyzes client responses using GPT-4o sentiment analysis and posts summaries to Slack while logging any errors to Google Sheets.

What This Automation Does
1

Fetch won deals from HighLevel CRM

Retrieves all opportunities marked as won in HighLevel, gathering client details like name, email, and deal information for personalization.

2

Generate personalized review request emails

Uses GPT-4o to create HTML-formatted emails thanking clients and requesting feedback with Google Review and feedback form links.

3

Send emails via Gmail

Automatically sends the AI-generated review request emails to clients through Gmail without manual intervention.

4

Wait 24 hours for client responses

Pauses the workflow to give clients sufficient time to read the email and provide their feedback or reviews.

5

Retrieve and analyze client replies

Fetches Gmail thread responses and uses GPT-4o to analyze sentiment and summarize client feedback.

6

Post summaries to Slack and log errors

Sends clean sentiment summaries to Slack for team visibility and logs any API errors or validation issues to Google Sheets.

Prerequisites

  • HighLevel CRM account with deal data
  • Gmail account with API access enabled
  • Azure OpenAI API key for GPT-4o access
  • Slack workspace with webhook integration
  • Google Sheets account for error logging
  • Google Forms setup for feedback collection

Services Used

Google SheetsHigh LevelLm Chat Azure Open AiGmailSlack

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