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Overview

This workflow automatically sends a formatted conversation transcript to relevant parties whenever an appointment is booked. It uses the Assistable API to fetch messages, custom code to format them, and GoHighLevel’s workflow engine to deliver the result.

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Workflow Summary

StepActionPurpose
1Trigger: Appointment Status → BookedStart when a booking is set
2Custom Webhook (Assistable API)Fetch conversation messages
3Custom CodeFormat raw JSON into clean transcript
4Email or NotificationDeliver transcript to recipients

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Setup Instructions

1

Set the Trigger

Create a new GHL workflow with trigger: Appointment Status Changed → Booked.
2

Add Custom Webhook (API Request)

Configure a GET request:
  • URL: https://api.assistable.ai/v2/get-conversation
  • Header: Authorization: Bearer {{Your_v2_api_key}}
  • Query Params: contact_id → {{contact.id}}, location_id → {{location.id}}
  • Enable Save Response
3

Add Custom Code Formatting

Map the webhook response messages to a custom code step that converts raw JSON into readable text. Use the message array from {{custom_webhook.1.response.messages}}.
4

Send the Transcript

Add an Email or Internal Notification action that includes the formatted transcript output.
Combine with Send Conversation Summary for a shorter summary instead of the full transcript.

Send Summary

Send summaries instead of full transcripts

Data Extraction

Extract key data from conversations

No-Show Followup

Automate no-show follow-ups