I want to share a game-changing trick I’ve been using inside HighLevel that’s seriously boosted my productivity, and I think it’ll do the same for you.
If you’re managing tons of client calls, whether you’re a real estate pro, sales team leader, or agency owner, you know how painful it is to sift through call notes and manually create summaries.
What if I told you AI can handle that for you?
Yep, we’re talking about automating call summaries with GPT-powered workflows that whip up concise, SMS-ready recaps and shoot them out instantly.
Let me break down how this works, and how you can get it running in your HighLevel account today.
Why Automate Call Summaries?
Here’s the deal: call summaries are essential. They capture action items, client needs, and next steps. But manually typing them up after every call? Ain’t nobody got time for that.
That’s where AI comes in. By letting GPT transform your raw call notes into sharp, actionable summaries, you:
- Save hours of admin work every week
- Get crystal-clear messaging to your team or clients
- Reduce mistakes or forgotten details
- Make follow-ups seamless and professional
How the Workflow Works (No Crazy API Stuff)
Forget complicated API setups or third-party tools. This is a slick, native HighLevel hack you can build right now:
- Trigger: “Note Added”: When you add a note to a contact (usually your raw call notes), this kicks off the workflow.
- Custom GPT Action: This step processes the note using GPT to generate a clean, summarized version.
- SMS Notification: Finally, the summary gets sent as an SMS to your internal team, or even directly to your client, so everyone’s on the same page.
Simple, right? And it works.
Pro Tips for Killer Summaries
To get the best results from GPT, your prompt matters. I like to keep it short and focused, something like:
“Generate an SMS-ready summary highlighting key action points for brokers.”
This keeps the summary clear and to the point, perfect for quick reads on a phone.
Also, test your prompts and tweak them to fit your industry jargon or client style. The more tailored, the better the output.
Who Benefits Most?
This isn’t just a nice-to-have, it’s a must-have if you:
- Close deals over the phone (real estate agents, sales pros)
- Handle high volumes of client calls and need to stay organized
- Want to reduce admin time and focus on revenue-generating activities
- Need quick, professional communication between teams and clients
If that’s you, this workflow will blow your mind—and your competition’s too.
Ready to Build Your Own?
✅ Set up a workflow with a Note Added trigger.
✅ Add a Custom GPT Action to summarize notes.
✅ Add an SMS step to send out the summary.
✅ Test it with a few calls, tweak your prompt, and watch the magic happen.
Why This Changes the Game
You’re not just automating notes—you’re making every conversation more actionable, transparent, and valuable.
This kind of smart automation frees you up to focus on what really matters: closing deals and growing your business.
And honestly, this kind of setup shows your clients and team you’re running a next-level operation.
Want more HighLevel hacks, workflows, and support?
👉 Visit gohighlevele.com and let’s get you set up to win.
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