Gmail, Google Sheets and HighLevel automations

Ready-made scenarios where Gmail, Google Sheets and HighLevel work for you: pick one — a copy appears in your account and runs on its own.

52 scenarios

A form request into a tracker issue
Leads scored and routed to a rep — straight from the form
Candidate shortlisting, emails and screening tasks
Enriching leads with contacts — drop a sheet, get a filled CRM
Unpaid-invoice control: task and email — on their own
Urgent tasks that don't stall
Lead scoring and routing: hot leads straight to sales
A personalized sales proposal from a table row, ready and sent
Win back abandoned Shopify carts by email and in CRM
New-lead handling: CRM entry, team alert and reminder
Meeting notes — into tasks, participant emails and a summary
Tickets prioritized by importance, tasks created for you
Data-load failure monitoring with tasks and alerts
Stuck tickets, followed up automatically
Team-capacity tracking with over-allocation alerts
New-issue triage: task, notification, reply to the author, and a logged row
Polite candidate rejections sent by email, with the task closed
Capture and route leads from every channel
Client renewal reminders — ahead of time
A daily numbers summary — to chat and email
Collect client reviews and summarize them to chat automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Alerts for customers losing interest: to the rep, into a task, and by email
CRM deals synced to a sheet, with a daily email summary
Meeting prep that arrives on its own — contact, deals, company and talking points
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
Invoices from email into accounting, with approval
Reorder recommendations from your stock table — automatically
A morning traffic summary for your site — in plain words
Route change requests by the rules — no manual triage
Change request routing: tickets, audit trail and notifications
Tell customers their bug is fixed — the moment the issue closes
Daily task summaries and a weekly report by email
Customer feedback sorted into themes, tasks and a weekly report
Website leads straight into CRM deals, with a team alert
Customer churn prediction from deals and tickets
Auto-booking demos for high-intent leads
A full new-client welcome after the form
Lead verification, enrichment and sorting — automatically
Feedback from every channel into a prioritized queue
Personal emails to new contacts — built from their own socials
Tester feedback triage: tickets, knowledge base and a reply to the author
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
An AI assistant over your CRM in any messenger
A personal assistant in your messenger: email, calendar, tasks, expenses
A personal assistant in Telegram: tasks, mail, calendar