Let’s talk about something seriously cool that came out of a recent HL Pro Tools live session with Mario Aldayuz(Head of Partnerships at HL Pro Tools): AI-powered call summaries using GPT, built right inside your HighLevel workflows.
No custom code. No Frankenstein APIs. Just smart automation that actually makes your life easier.
If you’re like most agency owners or sales teams juggling a million client convos a day, this is going to be your new secret weapon.
The Problem: Manual Call Notes = Bottleneck
You know the drill. Calls happen, someone takes notes (or forgets to), then there’s a lag in sharing what was said, what needs to happen next, and who’s doing what.
Now multiply that by dozens of conversations a day, across multiple reps or agents. Total chaos.
What if you could take all those call notes, auto-summarize them into a tight little SMS, and instantly deliver it to the right people?
Boom. Enter GPT.
The Workflow That’s Changing the Game
Mario dropped this little gem during the live session, and it blew people’s minds. Why? Because it’s ridiculously simple—and crazy effective.
🧠 Here’s the 3-Step Setup:
- Trigger: “Note Added” – This fires whenever a rep or agent drops a note into the contact record (which can be automated post-call using voice AI tools).
- Action: GPT Summary – Use a GPT custom action with a pre-written prompt to generate a short, actionable summary.
- Delivery: Internal SMS – Send that summary straight to the person who needs it, whether it’s a broker, closer, or team lead.
⚡ Sample GPT Prompt:
“Generate an SMS-ready summary highlighting key action points from this conversation for a real estate broker.”
You can tailor this for insurance agents, SaaS closers, medical offices—whatever your niche is.
Real World Use Cases That Just Work
- Real Estate: Brokers get a post-call SMS with next steps and follow-up notes.
- Sales Teams: Managers know exactly what happened in the last demo without listening to a call.
- Customer Service: Support staff can tag in with context if an issue escalates.
No more sifting through long call recordings. No more “What did the client say again?”
Just clean, automated summaries where and when you need them.
Why This Works (Better Than APIs)
Sure, you could build this with external tools and a bunch of webhook spaghetti. But why?
This approach uses HighLevel’s native tools and the GPT custom action—no coding required, just logic and clarity.
And when you combine it with HL Pro Tools workflows and snapshots? It’s a plug-and-play powerhouse.
Want This Built Into Your System?
We’re not just talking about hacks—we’re baking them into our snapshots, training, and done-for-you setups.
If you want this call summary automation running in your account (without the headache), and more, we got you covered.
👉 Check out HL Pro Tools for expert guidance, templates, automations, and the tools you need to stay ahead of the game.
Or just shoot us a message—we’ll plug it in and customize it for your niche.
