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Audit my HighLevel CRM workflows and build the missing one

Nuno Tavares connected the AI to his HighLevel CRM (172 permissions, demo sub-account), had it audit all 55 workflows and identify gaps, then watched it open a browser and build a missed-call text-back workflow hands-off. The build landed as a draft: missed-call trigger, tag and wait step.

This only partly worked. Read what happened before you try it.

How it works

  1. Connect the AI to HighLevel via Settings
  2. Connectors
  3. Review 172 permissions and set Ask/Allow/Deny
  4. Audit 55 workflows and report gaps
  5. Open a browser session
  6. Build a missed-call text-back workflow (trigger, tag, wait step) as a draft

Why it’s worth knowing

After saying it could not build via the connector, it opened a browser and built the workflow itself.

Where it’s from

Summarized from a public post on youtube.com. See the original ↗

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be
2The prompt, with the steps
3The check when it’s done
Upgraded prompts are coming soon.

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Every idea is a real post from someone who tried it, summarized in our words, with a link to the original. App names are swapped for plain words.