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Library / CRM & Sales Pipeline

CRM & Sales Pipeline

Audit sales follow-ups and billing with HighLevel, Stripe, Gemini and Slack

Runs hourly to pull GoHighLevel opportunities, check Stripe billing and contact history, have Gemini assess follow-up urgency, and post alerts to Slack.

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What it does

## GoHighLevel & Stripe Automated Sales Operations Auditor ### How it works Triggers on an hourly schedule to fetch opportunities from GoHighLevel and verify their monetary value. Deduplicates opportunities against existing logs stored in a Google Sheet. Collects historical conversations, tasks, and Stripe billing records for the associated contact. Prepares contextual data and prompts a Gemini-powered AI agent to evaluate follow-up urgency and messaging. Verifies if alert criteria are met, then formats and posts a notification to Slack. Records the dispatched Slack alert back into Google Sheets for tracking. ### Setup steps - - [ ] Connect GoHighLevel credentials for opportunity, conversation, and task retrieval. - - [ ] Connect Stripe API credentials to retrieve customer and charge details. - - [ ] Configure Google Gemini AI credentials in the LangChain chat model node. - - [ ] Connect Google Sheets OAuth credentials and select the appropriate tracking spreadsheet. - - [ ] Configure Slack credentials and specify the destination channel for alerts. ### Customization Adjust the monetary threshold in the filter node or fine-tune prompt instructions and JSON schema inside the AI agent to fit specific sales follow-up criteria. @youtube

The steps

  1. Search Contact Conversations
  2. Check Opportunity Value
  3. Fetch Conversation Messages
  4. Fetch HighLevel Contact Tasks
  5. Fetch HighLevel Opportunities
  6. Follow-Up Analysis Agent
  7. Gemini Chat Model
  8. Parse Agent Output
  9. Set Alert Properties
  10. If Alert Needed
  11. Build Slack Message
  12. Fetch Stripe Customer
  13. Fetch Stripe Charges
  14. Compile Follow-Up Context

19 steps in total.

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