HighLevel Adds AI Extract Data Action to Workflows

TL;DR

HighLevel released an AI Extract Data action for workflows. This allows automatic extraction of structured data from unstructured text inputs.

Who this affects

This affects any agency owner or SaaS entrepreneur using HighLevel workflows. If your current automations require manual data entry from text, this update is relevant. HighLevel has not confirmed who is specifically affected by plan level or sub-account setup.

What changed

HighLevel workflows now include an AI Extract Data action. This action can automatically pull structured information from unstructured text.

Supported unstructured text sources include emails, SMS messages, webhook payloads, form responses, or AI outputs. Users can select a data source for extraction within the action. They can also provide context for the AI within the action. Users can choose from templates or define custom fields for data extraction. Extracted variables can be used in later workflow actions, such as creating or updating contacts.

HighLevel has not confirmed any limits or plan gating for this feature. The rollout status is also unknown.

Where to find it

The new AI Extract Data action is located within HighLevel Workflows. HighLevel has not published the exact navigation path, but it will appear as an action option when building or editing a workflow.

How agencies will use this

Consider an agency handling lead qualification for a client. When a new lead fills out a HighLevel form, one of the text fields might contain a long, unstructured description of their needs. Previously, an agency team member would have to manually read this description and extract key details like project type, desired timeline, or budget range into custom fields.

With the AI Extract Data action, the workflow can now automatically process this form response. You would add the 'AI Extract Data' action after the 'Form Submitted' trigger. Within the action, you'd select the form field containing the unstructured text as the source. You could then define custom fields like 'Project Type', 'Target Completion Date', and 'Estimated Budget'. The AI would read the form text, pull out these specific pieces of information, and populate the contact's custom fields. Subsequent workflow actions could then use these structured data points to automatically assign the lead to the correct sales rep, send a tailored follow-up email, or even create an opportunity in the pipeline with pre-filled details. This reduces manual work and speeds up lead processing.

Our take

This is a major update for HighLevel users. The ability to automatically structure data from various text inputs directly within workflows addresses a common pain point for automation. It opens up significant possibilities for more sophisticated and hands-off lead nurturing, client onboarding, and support processes. This feature warrants attention for anyone looking to optimize their HighLevel automations.