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Sales & Marketing

Let a Grok Bot run your GoHighLevel CRM and send morning and evening lead summaries

Brad Smith, who logged into GoHighLevel every day to check leads, contacts, calendar and open rates, trained a Grok Bot to manage the account. The bot organizes the pipeline, handles contacts, flags scheduled calls, messages leads and sends reports twice a day. He published the template for others to copy.

How it works

  1. Connect Grok Bot to your GoHighLevel account.

  2. Add the GHL Builder template from the shared link, or describe your pipeline and follow-up rules.

  3. Ask for a fixed report every morning and evening with new leads, appointments and opportunities.

  4. Ask the bot to sweep old contacts and list who's worth reaching out to again.

  5. Review the follow-up messages before letting them go out to leads.

Prompt

Replace anything in [brackets] with your own details.

prompt.txt
You manage my GoHighLevel account. Every morning and every evening, send me a summary with new leads, the day's appointments, opportunities stalled in the pipeline and email open rates. Keep the pipeline organized, warn me before any scheduled call and list the old contacts worth a follow-up. Show me any messages to leads before sending them.

Reported result

According to Brad, he stopped logging into GoHighLevel every day, and the bot found more than 400 old leads worth reaching out to again.

As reported by the source. Results depend on your setup and your data.

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