agent-image-lead-qualification-assistant
Weekly Client Re-engagement System with GoHighLevel, Gmail, Sheets, and Slack
DescriptionAutomatically identify clients who haven’t been contacted in 14+ days and re-engage them with personalized Gmail follow-up emails, Google Sheets...
screenshot-daily-task-reminder-bot
Created by:
Rahul Joshi
Last Updated:

June 15th 2025

Agent Details:
n8n
OpenAI
general
Error Trigger
Google Sheets
If
Description
Description Automatically identify clients who haven’t been contacted in 14+ days and re-engage them with personalized Gmail follow-up emails, Google Sheets tracking, and Slack notifications for account managers. Prevents churn by ensuring no client goes unnoticed. πŸ’ŒπŸ“ŠπŸ’¬ What This Template Does Triggers every Monday at 9:00 AM to check client activity. ⏰ Fetches all contacts from GoHighLevel CRM. πŸ”— Filters clients with no updates in the last 14+ days. πŸ” Sends personalized Gmail re-engagement emails. πŸ“§ Logs all inactive clients in Google Sheets for tracking. πŸ“Š Sends Slack notifications summarizing inactive clients for account managers. πŸ’¬ Handles workflow errors and alerts the team via Slack. 🚨 Key Benefits βœ… Automated client re-engagement β€” no more missed follow-ups. βœ… Reduces churn by maintaining regular touchpoints. βœ… Centralized Google Sheets audit trail for visibility. βœ… Real-time Slack alerts keep teams informed. βœ… Fully customizable inactivity threshold (default: 14 days). βœ… Built-in error handling with instant Slack error alerts. Features Weekly cron trigger (default: Monday 9 AM). ⏰ GoHighLevel CRM integration to fetch contacts. πŸ”— Dynamic filter for β€œinactive 14+ days” clients. πŸ•’ Personalized HTML re-engagement email via Gmail. πŸ’Œ Automatic Google Sheets logging with client metadata. πŸ“Š Slack notification summarizing inactive clients. πŸ’¬ Error Trigger node for reliable monitoring. 🚨 Requirements n8n instance (cloud or self-hosted) Gmail OAuth2 credentials for sending emails Slack API credentials with chat:write and channels:read GoHighLevel OAuth2 credentials for CRM data access Google Sheets OAuth2 credentials for logging Target Audience Agencies and consultants managing multiple client relationships. πŸ‘©β€πŸ’Ό Account managers preventing client churn. πŸ”„ Service businesses needing systematic client check-ins. 🏒 Remote teams requiring Slack alerts for client engagement. 🌐 Step-by-Step Setup Instructions Connect Gmail, Slack, Google Sheets, and HighLevel credentials in n8n. πŸ”‘ Replace placeholder values (YOUR_GOOGLE_SHEET_ID, YOUR_SLACK_CHANNEL_ID) with environment variables. βš™οΈ Customize inactivity threshold (default: 14 days). πŸ•’ Import the workflow JSON into n8n. πŸ“¦ Test manually with sample client records. βœ… Enable the workflow for weekly automated execution. πŸš€

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