Researched: Sourced and summarized, not yet run end-to-end by us CRM
AI lead scoring and routing into HighLevel
Form leads land in a sheet with no prioritization, and sales responds late
- n8n
- Google Sheets
- Azure OpenAI
- HighLevel
Workflows using HighLevel
3 entries include HighLevel.
Researched: Sourced and summarized, not yet run end-to-end by us CRM
Deduplicate form leads before they reach GoHighLevel
The same person submits a form twice and ends up as duplicate contacts in the CRM
- n8n
- Google Forms
- Google Sheets
- HighLevel
Researched: Sourced and summarized, not yet run end-to-end by us Client onboarding
GoHighLevel "Won" opportunity → AI onboarding plan, tasks, Drive folder and kickoff
After a deal closes, setting up the folder, tasks, welcome email and kickoff call takes an hour of admin per client
- n8n
- HighLevel
- Anthropic Claude
- Google Drive
- Gmail
- Google Calendar
- Slack
- Google Sheets
5 AI workflows for small businesses, every Tuesday (launching soon)
One deep-dive plus four quick picks for lead follow-up, CRM, proposals, onboarding and support, labeled Researched or Tested. This form doesn't collect anything yet.
Signups open soon. Privacy policy.
Why trust it: every entry links its source and caveats, and nothing is called Tested until we publish the logs. Our method.