An AI assistant over your CRM in any messenger

Write in plain words to a messenger, email or chat — the assistant creates contacts, deals and meetings in your CRM and answers using your documents and knowledge base.

  • Run the CRM in plain words
  • Works from any channel
  • Contacts, deals, tasks and meetings
  • Answers from your documents and base
MCP ServerEmbeddings OpenAIReranker Cohere
Connect Action Network and runScriptera

How it works

To create Slack records from Action Network without manual input, use a ready-made scenario.

  1. Starts when: GHL MCP server
  2. Then: Create or update a contact in HighLevel
  3. Then: Get many contacts in HighLevel
  4. Then: Update a contact in HighLevel
  5. Then: Delete a contact in HighLevel
  6. Then: Get many opportunities in HighLevel
  7. Then: Create an opportunity in HighLevel
  8. Then: Get an opportunity in HighLevel
  9. Then: Update an opportunity in HighLevel
  10. Then: Book appointment in a calendar in HighLevel
  11. Then: Get free slots of a calendar in HighLevel
  12. Then: Create a task in HighLevel
  13. Then: Delete a task in HighLevel
  14. Then: Get a task in HighLevel
  15. Then: Update a task in HighLevel
  16. Starts when: When chat message received
  17. Then: GHL orchestrator
  18. Then: Send a text message
  19. Then: Send message
  20. Then: Send a message
  21. Then: Send a message1
  22. Starts when: Slack Trigger
  23. Then: Edit Fields
  24. Starts when: Telegram Trigger
  25. Starts when: Gmail Trigger
  26. Starts when: WhatsApp Trigger
  27. Then: Embeddings OpenAI
  28. Then: Reranker Cohere
  29. Starts when: Knowledge MCP
  30. Then: Tabular data
  31. Then: Real time web search
  32. Then: Vectorized personal data
  33. Then: MCP Client GHL
  34. Then: MCP Client Knowledge
  35. Then: Chat Memory
  36. Starts when: Google Drive MCP Server
  37. Check: Operation
  38. If yes: Download File
  39. Check: FileType1
  40. If yes: Extract from PDF1
  41. Then: Get PDF Response1
  42. If no: Extract from CSV1
  43. Then: Get CSV Response1
  44. If no: Analyse Image1
  45. If no: Transcribe Audio1
  46. Then: Read File From GDrive
  47. Then: Search Files from Gdrive
  48. Then: search about any doc in google drive
  49. Then: GPT 5

You can launch this Action Network + Slack integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

Similar scenarios