Step 2: Connect HighLevel and Retrieve Contacts

Pull your CRM contacts from HighLevel for follow-up eligibility checks.

1. Open Retrieve CRM Contacts and set Operation to getAll.
2. Credential Required: Connect your highLevelOAuth2Api credentials.
3. Open Verify Retrieval Result and set the condition to check Left Value as ={{ $json.id }} with Operation set to notEmpty.
4. Ensure the True output of Verify Retrieval Result connects to Filter Unreplied Contacts.

Step 3: Set Up Contact Filtering and Selection Logic

Filter contacts with no response in 24+ hours and select the most recently updated contact for follow-up.

1. Open Filter Unreplied Contacts and keep the provided JavaScript code to filter contacts by dateUpdated for 24+ hours.
2. Open Select Latest Contact and keep the provided JavaScript code that sorts by dateUpdated and builds formattedOutput.
3. Confirm the connection order: Verify Retrieval Result → Filter Unreplied Contacts → Select Latest Contact.

Step 4: Configure Gmail Follow-up and Wait Timer

Send the follow-up email and pause the workflow before checking for a reply.

1. Open Dispatch Follow-up Email and set Send To to =[YOUR_EMAIL].
2. Set Subject to =Just Checking In - {{ $json.contactName }}.
3. Set Message to =<p>Hi {{ $json.firstName || $json.contactName }},</p> ... exactly as in the node to keep personalization tokens.
4. Credential Required: Connect your gmailOAuth2 credentials for Dispatch Follow-up Email.
5. Open Delay 24 Hours and set Amount to 42.
6. Confirm the flow: Select Latest Contact → Dispatch Follow-up Email → Delay 24 Hours.

Step 5: Configure Reply Checks and Slack Alerts

After the wait, fetch the email thread, check for a positive reply, and notify Slack accordingly.

1. Open Fetch Email Thread and set Resource to thread, Operation to get, and Thread ID to ={{ $json.threadId }}.
2. Credential Required: Connect your gmailOAuth2 credentials for Fetch Email Thread.
3. Open Check Positive Reply and set the condition to check Left Value as ={{ $json.messages[1].snippet }} with Operation set to contains and Right Value set to yes.
4. Open Alert Slack Reply and confirm the Text uses ={{ $json.messages[0].Subject.replace('Just Checking In - ', '') }} and ={{ $json.messages[1].snippet }}.
5. Credential Required: Connect your slackApi credentials for Alert Slack Reply.
6. Open Alert Slack No Reply and confirm the Text includes {{ new Date($json.messages[0].internalDate).toLocaleString() }} and {{ $json.messages[0].snippet }}.
7. Credential Required: Connect your slackApi credentials for Alert Slack No Reply.

Step 6: Add Error Handling

This workflow logs retrieval failures to Google Sheets when Verify Retrieval Result evaluates to false.

1. Open Append Error Log and set Operation to append.
2. Select the target Document ID and Sheet Name from the picker.
3. Ensure the schema includes error_id and error columns as defined in the node.
4. Credential Required: Connect your googleSheetsOAuth2Api credentials.
5. Confirm the False output of Verify Retrieval Result connects to Append Error Log.

Step 7: Test and Activate Your Workflow

Run a manual test to validate contact retrieval, email dispatch, wait behavior, and Slack notifications.

1. Click Execute Workflow from Manual Run Trigger to start the run.
2. Confirm that Retrieve CRM Contacts returns items and Verify Retrieval Result routes to Filter Unreplied Contacts.
3. Verify that Dispatch Follow-up Email sends a message and the workflow pauses at Delay 24 Hours.
4. After the wait, confirm Fetch Email Thread runs and Check Positive Reply routes to Alert Slack Reply or Alert Slack No Reply.
5. When you’re satisfied, toggle the workflow to Active for production use.