このページの内容
What starts this workflow?
Opportunity status changes, Opportunity moves stage.
The workflow, step by step
The table shows the saved connections. Branches are alternative paths, not a single sequence that every contact follows.
| Step | Action | What it does | Next step |
|---|---|---|---|
| 1 | AI summarizes the deal | Generate an AI response | Write AI summary to contact |
| 2 | Write AI summary to contact | Record a note for the team | Push summary to CRM/PM system |
| 3 | Push summary to CRM/PM system | Send data to a connected service | Notify rep of stage change + summary |
| 4 | Notify rep of stage change + summary | Notify the team | End of this path |
Connect it to your business
- Import into a test sub-account and keep the workflow unpublished.
- Connect the trigger to your actual form, calendar, pipeline or contact tag.
- Review the messages and replace all business, booking and review placeholders.
- Connect any sender, phone number, team member or external integration used by the steps.
- Test each branch, replies, contact restrictions and repeat enrollment with contacts you control.
Get the library
Start GoHighLevel through the RocketLauncher partner link and join the community for snapshot access and setup help. This draft must pass its setup and execution checks before activation.
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