I have a question based on observation but no real knowledge, for people who are further down the line with this and have experience with clients who use Hubspot, Salesforce, GoHighlevel or similar CRM systems. I know a lot of these systems have the automations already built in, whichever (big/not so big) tool I look into already has a bunch of automations and integrations. What are the real questions and solutions clients are looking for if they already use a state of the art CRM? do you need to build front end for some of the automations? thank you 🙏

This week, I had the opportunity to embark on a new project with a client who wanted to upgrade their online presence and automate their customer interactions. What started as a simple idea turned into a fully functional system and I’m excited about how smoothly everything came together. Here’s what we built 👇 A Modern, High-Converting Website (Built in GoHighLevel) We designed and launched a clean, fast, and conversion-focused website inside GoHighLevel optimized for: - Lead capture - Service explanation - Booking calls - Easy navigation - Mobile responsiveness The goal was simple: make the client’s brand look professional and turn visitors into leads effortlessly. And it delivered. Integrated an AI Chatbot Using Retell To make the website smarter and more interactive, we connected a Retell AI chatbot that can: - Answer visitor questions instantly - Collect customer details - Qualify leads - Route inquiries to the right place - Support visitors 24/7 - Sync everything directly into the CRM Now every visitor gets a response even at midnight. A Seamless System From Website → AI Chatbot → CRM The best part of this project was connecting everything into one smooth workflow.Visitors land on the website → Chat with the AI → Info goes straight into the CRM → Automations handle the next steps. This means no lost leads, no delays, and complete clarity for the client. The Result? A fully automated system that works even when the client is offline. A website that converts. An AI assistant that handles conversations. A CRM setup that keeps everything organized. Another successful build and I’m grateful for clients who trust the process and embrace automation

Most businesses are still relying on manual follow-ups, late responses, and overwhelmed support teams… Meanwhile, GoHighLevel just made it possible for AI to handle almost everything automatically. Here’s what the new AI Agent Automations can do 👇 1. Handle Inbound Calls Instantly Your AI agent can pick up calls 24/7 and: - Answer questions - Qualify leads - Collect customer info - Transfer calls to the right person - Book appointments directly on your calendar No missed calls. No lost leads. 2. Make Outbound Calls for You Imagine an AI that can call new leads or follow-up leads automatically: - Confirm appointments - Re-engage cold contacts - Do reminder calls - Collect needed details All without hiring extra staff. 3. Respond to Website Visitors Through Chat Whether it’s on your website or funnel: - The AI chatbot can respond instantly - Capture leads - Guide users - Provide support - Sync every detail into GoHighLevel CRM This means your business “talks” even when you’re offline. 4. Fully Integrated With Automation Workflows The real magic is when the AI connects to your automations It can trigger: - Workflows - Tags - Pipelines - Notifications - SMS + email sequences - Support tickets Everything stays clean, organized, and automatic. 5. Works For Any Niche Real Estate E-commerce Coaching Home Services Local Businesses Wholesaling And more… Anywhere leads come in, the AI can handle the conversation. The New Standard for Business Efficiency This isn’t “the future” anymore businesses are already replacing manual tasks with GoHighLevel AI agents. Faster responses → More conversions 24/7 availability → Better customer experience Automated follow-up → No missed opportunities If you’re using GoHighLevel, AI agents are now one of the most powerful tools you can plug into your CRM.

Wasted 6 hours adding document parsing to different agent workflows. Then realized: I'm rebuilding the same capability over and over. Created a reusable Document Tools Library. Now plug document intelligence into any agent in 5 minutes. THE PROBLEM: Gmail agent needs invoice reading. Support agent needs contract parsing. CRM agent needs form extraction. Same capability. Different implementations every time. Maintenance nightmare when something breaks. THE SOLUTION - DOCUMENT TOOLS LIBRARY: Built 5 reusable subworkflows using a specialized document processing node that handles: TOOL 1 - READ DOCUMENT Converts PDFs, Word docs, images to clean markdown. Even scanned documents. TOOL 2 - EXTRACT STRUCTURED DATA This is where specialized document processing shines: - Define fields with JSON Schema - Extracts invoices, contracts, forms automatically - Returns consistent structured data - No custom parsing code needed Standard approach: Read file → Parse text → Extract with regex → Clean data → Format JSON (5-6 nodes) This approach: Send document + schema → Get structured JSON back (1 node) The difference is having a node built specifically for document intelligence, not just file reading. TOOL 3 - ASK DOCUMENT Query specific information. Returns answers with confidence scores. TOOL 4 - SUMMARIZE DOCUMENT Adjustable detail levels. Quick overviews or deep summaries. TOOL 5 - COMPARE DOCUMENTS Contract versions, compliance checks, change detection. Each tool: Separate subworkflow. Agents call via Execute Workflow node. USING THE LIBRARY: Import subworkflows → Add Execute Workflow tools to AI Agent → Point to library → Write tool descriptions. Takes 5 minutes per agent. Was taking 45 minutes rebuilding each time. THE NUMBERS: Library creation: 6 hours one-time Time per agent enhancement: 5 minutes Agents enhanced: 7 workflows Time saved: 4.5 hours and counting MAINTENANCE WIN: Update document processing logic once. All 7 agents updated automatically.

Had three separate workflows: document classifier, data extractor, CRM poster. Running separately. Manual handoffs. Combined into single intelligent system. Processes 80 documents monthly automatically. THE ORIGINAL SETUP: WORKFLOW 1: Document Classifier Template (community template) - Receives document, classifies type, routes to folder WORKFLOW 2: Data Extraction Template (custom build) - Reads folder, extracts data, saves database WORKFLOW 3: CRM Agent Template (community template) - Queries database, posts CRM, notifies team Problem: Three workflows. Manual triggers. Documents stuck waiting. Manual monitoring needed. THE INTEGRATED SYSTEM: SINGLE WORKFLOW: Document arrives → Classify → Extract → Post to CRM → Notify. All automatic. Zero manual steps. THE INTEGRATION PATTERN: STAGE 1 - CLASSIFICATION (Template 1): Email trigger → document processing parse → AI classifier → Route by type (invoice, contract, form) STAGE 2 - EXTRACTION (Template 2): Receives classified doc → document processing extract structured data → Validate → Store Different schemas per type: Invoice (vendor, amount, date), Contract (parties, dates, obligations), Form (applicant info, responses) STAGE 3 - CRM POSTING (Template 3): Receives extracted data → CRM agent processes → Match existing records → Create or update → Notify INTEGRATION GLUE: Shared JSON schema across stages. Classification output feeds extraction. Extraction output feeds CRM agent. Unified error handling: Any failure → Route to review queue with context. Single monitoring: One dashboard showing queue depth, classification rate, extraction confidence, CRM status. BEFORE vs AFTER: BEFORE: Three workflows, manual coordination, documents waiting, 8 minutes per document, regular delays AFTER: One workflow, fully automated, zero waiting, 30 seconds per document, real-time processing THE NUMBERS: - Templates integrated: 3 - Integration time: 4 hours one-time - Documents monthly: 80 - Time saved: 8 hours monthly