HighLevel CRM to Sheets Daily Reporter

Daily Opportunity Report Agent Setup Guide

What This Agent Does

This powerful automation agent transforms your sales workflow by automatically fetching new opportunities from HighLevel CRM, analyzing them with AI intelligence, and delivering a comprehensive daily summary report directly to your inbox via Gmail. Instead of manually reviewing opportunities each morning, this agent works 24/7 to keep your team informed about fresh leads and sales prospects.

Key benefits and time savings:

• Eliminates manual data review – Save 30-45 minutes daily by automating opportunity collection and summarization
• AI-powered insights – GPT-4o analyzes opportunities to highlight the most promising leads and patterns
• Consistent daily reporting – Never miss important leads with automated, scheduled email summaries
• Seamless integration – Connects your entire sales stack (CRM, AI, and email) in one unified workflow

Target use cases:

• Sales teams managing high-volume lead pipelines
• Account executives needing daily lead briefings
• Sales managers tracking team performance and new opportunities
• Organizations using HighLevel as their primary CRM platform

Who Is It For

This agent is ideal for:

• Sales teams using HighLevel CRM who want automated daily reporting
• Sales managers who need visibility into new opportunities without manual effort
• Growing businesses looking to scale their sales operations with automation
• Teams prioritizing efficiency and data-driven decision making
• Organizations with 10+ new opportunities daily that require systematic tracking

Required Integrations

HighLevel CRM

Why it's needed: HighLevel serves as your primary data source. This integration fetches all new opportunities from your CRM, ensuring your reports always contain the latest sales data.

Setup steps:

1. Log in to your HighLevel account and navigate to Settings → API & Integrations
2. Locate the API Keys section and click Generate New API Key
3. Select Opportunities as the required permission scope
4. Copy the generated API Key (you'll need this for TaskAGI)
5. Note your HighLevel Account ID (found in Settings → Account Information)
6. In TaskAGI, navigate to Integrations → HighLevel
7. Paste your API Key in the authentication field
8. Enter your Account ID in the designated field
9. Click Test Connection to verify the integration works
10. Save your configuration

How to obtain API keys/credentials:

• API Keys are generated directly in HighLevel's Settings panel
• Each key can be scoped to specific permissions (we recommend limiting to "Opportunities" read access)
• Store your API Key securely – never share it publicly
• You can regenerate keys at any time if compromised

Configuration in TaskAGI:

• Authentication Type: API Key
• Required Fields: API Key, Account ID
• Scope: Read access to Opportunities
• Rate Limits: HighLevel allows up to 100 requests per minute

OpenAI (GPT-4o)

Why it's needed: GPT-4o powers the intelligent analysis of your opportunities. It reads through all fetched opportunities and generates a human-readable summary highlighting key insights, trends, and actionable recommendations.

Setup steps:

1. Visit https://platform.openai.com and log in (create an account if needed)
2. Navigate to API Keys in the left sidebar
3. Click Create New Secret Key
4. Choose a name like TaskAGI-Daily-Reports
5. Copy the generated key immediately (it won't be shown again)
6. In TaskAGI, go to Integrations → OpenAI
7. Paste your Secret Key in the authentication field
8. Select GPT-4o as your model (this is pre-configured in the workflow)
9. Set your usage limits if desired (recommended: $50/month for safety)
10. Click Test Connection and save

How to obtain API keys/credentials:

• OpenAI API keys are generated in your account dashboard
• You'll need an active OpenAI account with billing information
• Free trial credits are available for new accounts
• Estimated cost: $0.02-0.05 per daily report (depending on opportunity volume)

Configuration in TaskAGI:

• Authentication Type: API Key
• Model: GPT-4o (optimized for complex analysis)
• Temperature: 0.7 (balanced between creativity and consistency)
• Max Tokens: 2000 (sufficient for comprehensive summaries)

Gmail

Why it's needed: Gmail delivers your daily summary reports directly to your inbox and your team's inboxes. This ensures stakeholders receive timely, actionable insights without logging into multiple platforms.

Setup steps:

1. Log in to your Gmail account (use a team email or dedicated reporting account)
2. Navigate to Google Account Settings → Security
3. Enable 2-Step Verification if not already enabled
4. Go to App Passwords (appears only if 2-Step Verification is on)
5. Select Mail and Windows Computer (or your device type)
6. Google generates a 16-character app password – copy this
7. In TaskAGI, navigate to Integrations → Gmail
8. Enter your Gmail address in the email field
9. Paste the app password (not your regular Gmail password) in the authentication field
10. Click Test Connection and save

How to obtain API keys/credentials:

• Gmail uses OAuth 2.0 or App Passwords for secure authentication
• App Passwords are safer than using your main Gmail password
• Each app password is unique and can be revoked independently
• No additional cost – Gmail is included with your Google account

Configuration in TaskAGI:

• Authentication Type: App Password
• Email Address: Your Gmail account email
• Default From Address: Same as authenticated email
• SMTP Settings: Automatically configured by TaskAGI

Configuration Steps

Node-by-Node Configuration Guidance

Step 1: Manual Trigger Setup The workflow begins with a manual trigger, allowing you to run reports on-demand or schedule them daily.

• Configuration: No setup required – this node is pre-configured
• Tip: Use TaskAGI's scheduling feature to run this workflow daily at 8:00 AM

Step 2: Fetch Opportunities from HighLevel CRM This node retrieves all opportunities from your HighLevel account.

• Configuration:
  • Status Filter: Set to "active" or "new" to fetch only relevant opportunities
  • Date Range: Last 24 hours (automatically configured)
  • Fields to Retrieve: Name, Value, Stage, Owner, Created Date
• Example: If you have 50 new opportunities daily, this node fetches all 50

Step 3: Extract Key Fields from CRM Data This function extracts essential information from raw CRM data.

• Configuration:
  • Maps CRM fields to standardized format
  • Extracts: Opportunity Name, Value, Stage, Owner, Contact Info
  • Removes unnecessary data to streamline processing
• Data Flow: Raw CRM data → Structured JSON format

Step 4: Check Valid Opportunities A conditional node that validates whether opportunities meet your criteria.

• Configuration:
  • Condition: opportunities.length > 0
  • True Path: Proceed to data preparation
  • False Path: Send "no opportunities" notification
• Example: If no new opportunities exist, the workflow notifies you instead of sending an empty report

Step 5: Prepare Data for Sheet Update Formats opportunity data for analysis and reporting.

• Configuration:
  • Structures data as JSON array
  • Includes all relevant fields for GPT-4o analysis
  • Adds metadata (date, count, total value)
• Output Format:

  {
    "opportunities": [...],
    "count": 15,
    "totalValue": 125000,
    "reportDate": "2024-01-15"
  }
  

Step 6: Generate Daily Summary Report with GPT-4o AI analyzes opportunities and creates actionable insights.

• Configuration:
  • Model: GPT-4o (pre-configured)
  • Prompt: Analyzes opportunity data for trends, high-value leads, and recommendations
  • Output: Professional summary report in markdown format
• Example Output: "15 new opportunities totaling $125,000. Top opportunity: Enterprise Client ($45,000). Recommended follow-up: 3 high-priority leads."

Step 7: Send Daily Summary via Gmail Delivers the report to your inbox.

• Configuration:
  • To: Enter recipient email(s) – separate multiple addresses with commas
  • Subject: Daily Opportunity Report - Summary of New Leads (pre-configured)
  • Body: Automatically populated with GPT-4o summary
  • CC/BCC: Optional – add team members who should receive copies
• Example Recipients: sales-team@company.com, manager@company.com

Testing Your Agent

Step 1: Run Test Execution

1. Navigate to your workflow in TaskAGI Dashboard
2. Click the Test Run button (lightning bolt icon)
3. The workflow executes immediately with live data
4. Monitor the execution log in real-time

Step 2: Verify Each Step

Check HighLevel Integration:

• Confirm the "Fetch Opportunities" node returns data
• Verify the count matches your CRM
• Look for any error messages in the execution log

Validate Data Extraction:

• Review extracted fields in the "Extract Key Fields" node output
• Ensure all required information is present
• Check for any missing or malformed data

Confirm AI Analysis:

• Review the GPT-4o generated summary
• Verify insights are accurate and relevant
• Check that recommendations are actionable

Test Email Delivery:

• Confirm the email arrives in your inbox within 2 minutes
• Verify the subject line and formatting
• Check that all data displays correctly

Step 3: Expected Results and Success Indicators

Successful execution shows:

• ✅ Green checkmarks on all nodes in the execution flow
• ✅ Opportunity count matches your CRM
• ✅ Email received with properly formatted summary
• ✅ No error messages in the execution log
• ✅ Report contains actionable insights and recommendations

Common issues and solutions:

• No opportunities found: Check your CRM has recent opportunities; adjust date filters if needed
• Email not received: Verify Gmail app password is correct; check spam folder
• Incomplete data: Ensure HighLevel API key has proper permissions

Next steps after successful test:

1. Schedule the workflow to run daily at your preferred time
2. Add additional team members to the email recipients list
3. Customize the GPT-4o prompt for your specific business needs
4. Monitor the first week of reports and adjust as needed

Your Daily Opportunity Report Agent is now ready to transform your sales workflow!