Automate Everything by Omni · #6

Your inbox is chaos.
Your pipeline shouldn't be.

Emails flood in. Attachments pile up. Reps dig through threads for hours. We built a system that turns a shared inbox into an organized, AI-powered CRM pipeline — zero manual work.

GmailGmail SheetsGoogle Sheets DriveGoogle Drive n8nn8n GeminiGemini AI GoHighLevel CRMGoHighLevel
Scroll to explore the flow
The Problem

One shared mailbox. Dozens of reps. Total chaos.

📨

Emails pile up fast

50+ emails a day with applications, documents, and follow-ups — all landing in the same inbox with no structure.

🔍

Reps dig through threads

Downloading attachments, opening PDFs, copying info into spreadsheets. Hours of work that adds zero value.

💀

Deals slip through

When 6 reps share one inbox, things get missed. Applications sit unread. Clients go cold. Revenue walks out the door.

Who This Is For

If your team shares an inbox, this is for you.

Business Lending / MCA
Insurance
Real Estate
Legal Firms
Accounting & Tax
Freight & Logistics
Recruitment
Property Management
The Automation

Three flows. Zero manual work.

Each email triggers a chain reaction. By the time you see it, everything is already organized, analyzed, and in your CRM.

01
Capture & Organize
Every email gets its own home — instantly.
Gmail automation
Gmail Trigger
New email arrives
→
{ }
Store Metadata
Subject, sender, time
→
Google Drive automation
Create Folder
Named by subject
→
Google Sheets automation
Log to Sheets
folderId + messageId
02
Extract & File
Attachments pulled, split, and uploaded to the right folder.
Google Sheets automation
Sheets Trigger
New row detected
→
Gmail automation
Fetch Email
Re-read + attachments
→
{ }
Split Attachments
Isolate each file
→
Google Drive automation
Upload to Drive
Into matching folder
03
Analyze, Match & Create
AI reads the documents. CRM gets a fully built opportunity.
Google Sheets automation
Sheets Trigger
New row added
→
Gmail automation
Read Message
Get full email
⤵ splits
Branch A — Contact Resolution
{ }
Extract Sender
Name + email
→
GoHighLevel CRM
CRM Lookup
Find contact
→
IF / ELSE
Exists or new?
→
GoHighLevel CRM
Create / Use
Normalize contact
Branch B — AI Document Analysis
Gmail automation
Download Files
Get attachments
→
{ }
Split & Prep
Isolate each PDF
→
Gemini AI automation
Gemini AI
Classify + extract
→
{ }
Parse Fields
Application data
MERGE → Create CRM Opportunity
GoHighLevel CRM opportunity
GoHighLevel Opportunity
Contact linked · Fields parsed · Drive folder attached
The Difference

Before vs. After

✕ Before Automation

✕Rep opens Gmail, scrolls through 50+ unread emails
✕Downloads 3-4 attachments per email manually
✕Opens each PDF — tries to figure out what it is
✕Copies applicant details into a spreadsheet by hand
✕Creates a Drive folder, drags files in, renames them
✕Manually creates a CRM record for each deal
✕Time per email: 12-15 minutes

✓ After Automation

✓Email arrives → automation fires instantly
✓Attachments extracted and filed to Drive automatically
✓Gemini AI reads every PDF and classifies it
✓Applicant details parsed and structured by AI
✓Drive folder auto-created and linked in CRM
✓CRM opportunity appears on the pipeline — fully populated
✓Time per email: 0 minutes
The Result

What you actually get.

Joshua — Omni Online Strategies
Joshua Leavitt
Founder, Omni Online Strategies
This system replaces 3-4 hours of daily busywork for every rep on your team. No more digging through emails, no more manual data entry, no more lost applications. Every email that hits your inbox gets organized, analyzed by AI, and turned into a fully populated CRM opportunity — with all the documents already filed in Drive. Your team just opens the pipeline and starts working deals.
0 hrs
Manual Data Entry
Every field parsed by AI
<60s
Email → Pipeline
From inbox to CRM opportunity
100%
Attachment Coverage
Every file organized on Drive
1 click
Access Everything
Open opportunity → see all docs

Let's automate your inbox.

Tell us about your email workflow — what's piling up, what's getting missed. We'll take a look and see what's possible.

Get in Touch →