AI Wrote My Client Email—Perfectly

This would have taken me at least 30 minutes without AI.

And it wouldn’t have been as good.

The other day, a client asked how she could get registrants to her Zoom webinar into a workflow in her High Level CRM.

I wrote a quick reply that she needed to use Zapier.

But she needed more in-depth instructions.

So, I turned to ChatGPT 4.5.

In four steps, I had a detailed walk-through of what she needed to do:

1- A quick copy/paste of the whole email trail from Gmail

2- Prompted ChatGPT:
I need your help to create a detailed set of instructions to help this user. her original question: [email trail]

3- Review the output

The response I got was detailed and correct and needed zero changes (one of the first times I’ve gotten output that I didn’t need to edit at all!)

Here’s the full output (you can skip over this if it’s not relevant, I’m including it so you can see how detailed the result was):

Here's a clear, step-by-step set of instructions you can provide [client name], making it easier for her to follow the process:

Detailed Instructions for Connecting Zoom Webinar Sign-ups to Go High Level (freedHQ) via Zapier:

Yes, [client name], you're on the right track! Here's exactly how you can set this up clearly and easily:

Step 1: Sign In to Zapier and Connect Your Accounts

• Go to zapier.com and log into your account.

• Once logged in, click on "My Apps" from the left sidebar.

• Click "Add connection" and search for Lead Connector (this is Go High Level's Zapier integration).

  • When prompted, sign in with your existing freedHQ login credentials to connect your Lead Connector account.

• Next, click "Add connection" again and search for Zoom.

  • Sign in with your Zoom login information to connect your Zoom account.

Step 2: Create the Zap (Automation) in Zapier

• After connecting both accounts, go to the Zapier dashboard and click "Create Zap" at the top-left.

Trigger (Zoom Sign-up):

• In the "Trigger" step, search and select Zoom.

• Choose the event "New Webinar Registrant" and click continue.

• Select your connected Zoom account and click continue.

• Under "Set up trigger," select the specific webinar scheduled for March 27th. Click "Test Trigger" to verify it's working correctly, then click "Continue."

Action (Lead Connector):

• Click the "+" button to add a new Action step.

• Search and select Lead Connector.

• Choose the event "Create or Update Contact", then click continue.

• Select your connected Lead Connector account and click continue.

• Under the Setup action step, map the Zoom registrant details (First Name, Last Name, Email, etc.) to the appropriate fields in Lead Connector.

• In the "Tags" field, add a specific tag to identify these contacts clearly, such as "webinar sign-up".

• Click "Continue," then test your action step to confirm the data is sent correctly to Lead Connector. Once successful, publish the Zap and turn it on.

Step 3: Setting Up Automation in Go High Level:

Now, you'll set up an automation trigger in your Go High Level account to start your 3-4 email sequence when the user receives the "webinar sign-up" tag:

• Log into your Go High Level account.

• Go to "Automations" and create a new automation or edit an existing one.

• Choose the trigger: "Contact Tag Added".

• Specify the tag you created in Zapier (e.g., "webinar sign-up").

• After setting up the trigger, add your email sequence actions (such as sending emails immediately upon signup, then scheduling follow-up emails at specific intervals).

• Once complete, activate the automation.

Quick Recap of the Workflow:

1. User signs up for your Zoom webinar.

2. Zapier detects the new webinar registrant.

3. Zapier creates or updates the contact in Lead Connector and adds a specific tag.

4. Go High Level automation detects the added tag and triggers your email sequence.

Confirming Your Original Follow-Up Question Clearly:

Yes, your summary was correct! Just to reiterate clearly:

• First step: Sign into Zapier, connect your Lead Connector account first, then your Zoom account.

• Second step: Set up a new Zap in Zapier that triggers when someone signs up for Zoom, creating/updating a contact in Lead Connector and adding a tag.

• Third step: In freedHQ, use that tag as a trigger to start your email sequence.

This should clearly walk you through the entire setup from start to finish. Let me know if anything isn't clear, or if you have any further questions!

4- Copy/paste the output back to Gmail and hit Send.

It took me less than five minutes in total.

I’m still geeking out that AI shaved 25 minutes off my workday and made me sound smarter than I am.

It’s like having a secret weapon.

Got a task you dread that AI could conquer?

Test it out and tell me about it!

From someone else: I tried Deep Research on ChatGPT, and it’s like a super smart but slightly absent-minded librarian from a children’s book

Thanks for reading,

Nathan