Score and Tag New HighLevel Contacts with AI

A named agent scores each new contact, and HighLevel tags it with the result.

UNIT · TASKADE.FLOW3 STEPS

How this flow runs

When

New Contact

HighLevel

Then 1

Agent

Lead Scorer

Ask an agent · Taskade AI

Knows
your offers and what a good lead looks like
Remembers
which tagged leads became customers

Then 2

Add Tags to Contact

HighLevel

This agent carries its knowledge and memory between runs, and can call your other automations as its own tools. How custom agents work

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

What does this HighLevel automation do?

A named agent scores each new contact, and HighLevel tags it with the result.

What can you do with it?

  • Tag hot leads the moment they arrive
  • Let tag-based workflows do the rest
  • Keep scoring consistent across clients

The Steps

This automation runs in 3 steps:

  1. When HighLevel: New Contact
  2. Then Taskade AI: Ask an agent ("Lead Scorer")
  3. Then HighLevel: Add Tags to Contact

What makes this different from a Zapier-style flow?

The "Lead Scorer" step is not a one-off model call. It is a Taskade AI agent that knows your offers and what a good lead looks like, remembers which tagged leads became customers, so every run builds on the last one instead of starting from an empty prompt.

A stateless "ask the model" step forgets everything the moment it returns. An agent keeps its knowledge and its memory between runs, carries its own tools, and can be handed work by your other automations.

Who is this automation for?

Built for agencies and coaches on HighLevel. A named agent scores each new contact, and HighLevel tags it with the result.

How do you set it up?

  • Open the "Automations" tab in your workspace.
  • Click ➕ Add automation, then start from scratch.
  • Add the trigger "New Contact" from HighLevel.
  • Add the action "Ask an agent" from Taskade AI. Point it at an agent called "Lead Scorer".
  • Add the action "Add Tags to Contact" from HighLevel.
  • Connect your HighLevel account when prompted, then enable the toggle in the top-right corner.

Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps, and the agent for you.

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