Turn new GoHighLevel bookings into rep-ready pre-call briefs

Watch my GoHighLevel calendars and run this every time a new appointment is booked. Hang the workflow off the GoHighLevel new appointment trigger so it fires from the booking itself and receives that appointment, rather than scanning a calendar on a schedule.

Start from the appointment the trigger hands you. Use Calendars Get Appointment to load the full booking, including the start and end time, the calendar it landed on, the assigned user, the title, and any notes. Then use Contacts Get Contact to load the attendee, including their name, email, phone, company, tags, source, and custom fields.

Next, look back over everything that has already been said to this person. Use Conversations Search Conversations to find their conversations, then Get messages by conversation id to read the real message history on each one. I care about what they originally enquired about, the questions they asked, any pricing or promises my team already gave them, and anything they asked that nobody ever answered.

Then research the person and their company on the web with Internet Search. Look for what the company actually does, its size and location, recent news, and the person's role there. Ignore anything you cannot stand behind, and do not pad the brief with guesses or filler.

Write a short pre-call brief, roughly 300 words at most, covering four things: who this person and their company are, what they asked for, what my team has already told them, and three specific questions the rep should ask on the call. The questions must follow from the actual conversation history and the research, not generic discovery questions. If a question of theirs went unanswered, make chasing it one of the three.

Mirror the booking onto the rep's own calendar using Google Calendar Create Event at the same start and end time as the appointment. Title it with the contact name and what the call is about, and put the full brief in the event description so it is sitting there when the calendar reminder appears.

Send the same brief to the rep in Slack with Send a Message, defaulting to the user the appointment is assigned to, so it reaches them where they actually read things.

Finally, reply to the contact through GoHighLevel using Conversations Send a new message. Keep it short and warm, confirm the day and time, and reference what they actually enquired about in their own words. It must not read like a generic booking template.

One thing to keep in mind: the point of this workflow is the research and the recall of prior conversations, not the reminder. GoHighLevel already sends its own appointment reminders, so do not build reminder or follow up sequences here. If there is no prior conversation history, or the web turns up nothing useful, say so plainly in the brief instead of inventing detail.