GHL Workflow Management Tool: Instantly Switch

The Workflow Switcher just landed in GHL’s Advanced Builder, and it seriously cuts down the clicks. Now you can pull up another workflow without shutting down the one you’re working on.

Look to the left side of the Advanced Builder and you’ll spot a new icon, that’s your Workflow Switcher. Click it or press Shift + W to pop open a panel with your recent automations and a handy search bar.

Browse through recent workflows or type in a name to search. Click one, and it loads up in a separate browser tab, your current workflow doesn’t budge.

It’s not just navigation, it’s a true multitasking upgrade for automation-heavy users. You can now build, reference, compare, and copy across workflows without interrupting your flow.

You can scroll or search to find the workflow you want. When you click it, it opens in its own tab and leaves your current automation exactly as you left it.

You had to exit the builder, scroll through your workflows list, find the next one, click, wait for it to load, and hope you didn’t lose your train of thought. If you needed to compare steps or grab a condition from another automation? That meant bouncing between tabs, clicking through menus, and praying nothing broke.

Now? It’s a whole different game.

With the new workflow management tool, you can pull up any workflow in a new tab instantly, without touching the one you’re editing. Your canvas stays open, your changes stay saved, and your rhythm stays locked in.

This might seem like a small UX tweak, but if you’re deep into automation work, it’s a massive productivity win. You don’t just save clicks, you save your focus.

When you’re juggling multiple automations, speed and clarity are everything. The new Workflow Switcher isn’t just a convenience, it’s a serious edge for agencies and power users who need to move fast and stay organized.

Here’s what this update really unlocks:

• Side-by-side building: Need to reference or clone a logic branch? Just pop open a second workflow and copy it over, no reloading, no lost edits.
• Faster campaign setup: Launching a new client funnel? Pull pieces from past automations in seconds instead of starting from scratch.
• Less context switching: Keep your head in the build. No more bouncing out of your flow to navigate menus or reload tabs.
• More confidence in your builds: Easily compare “live” and “test” versions or QA multiple automations in one session.

This update turns the Advanced Builder into a real workflow management tool, not just an editor, but a command center for your automation strategy.

Tired of jumping in and out of workflows just to grab one action or tweak a trigger? Workflow Switcher is here to streamline your process. It lets you instantly search, open, and flip between workflows in separate tabs, without breaking your build flow. Here’s how to start using it like a pro.

1.1 Access your GHL account and click into any workflow.

1.2 Confirm you’re using the Advanced Builder, not the standard one, this tool only works there for now.

2.1 On the left-hand menu, spot the icon for Workflow Switcher.
2.2 Click it, or use the Shift + W shortcut to pop it open fast.

3.1 Enter part of the workflow name into the search field at the top.
3.2 You can also browse your latest workflows listed just below.

4.1 Click the workflow name from the panel.
4.2 The workflow opens in a separate browser tab, so the one you’re working on stays just as it is.

5.1 Flip between tabs to copy logic, steps, or branches from one workflow to another.
5.2 Paste them exactly where you need inside your active automation.

6.1 Every change you make is saved automatically, no need to hit a save button.
6.2 You can switch between as many workflows as you want without losing progress.

That’s all it takes. With this new GHL update, you’ve got smoother builds, instant access, and way less clicking around.

Now that you’ve got the basics down, let’s crank up your workflow efficiency with some pro-level strategies. These aren’t just nice-to-haves, these tips will save you real time on every automation build.

Use Tabs Like a Control Center
Pin your top workflows in different browser tabs, it’s the fastest way to access your key automations without digging.

Leverage Copy/Paste Like a Template System
Instead of cloning full workflow management tool, copy specific triggers, actions, or branches between tabs. This keeps things modular, clean, and fast.

Standardize Your Workflow Naming
Make searching instant by using naming conventions like “ClientName – Nurture,” “ClientName – Sales,” or “ClientName – Onboarding.” Search will pull up what you need in seconds.

Pair With Internal Notes or Color Coding
Highlight workflow management tool that are under construction vs. live. Add internal notes or use step naming conventions to avoid confusion when switching back and forth.

Build Out Libraries of Reusable Logic
Have a killer upsell sequence or a killer trigger strategy? Store it in a master workflow and just copy/paste it into new automations as needed.

With workflow management tool Switcher, these habits aren’t just easier, they’re necessary for scaling fast and building smart inside GoHighLevel.

For solo builders, the workflow management tool Switcher is a productivity boost. But for agencies and teams? It’s a game-changer.

Here’s why:

Faster QA and Internal Reviews
Instead of guessing or flipping between tabs manually, team members can quickly pull up the live and test versions of workflows side by side. It simplifies reviews, approvals, and debugging.

Cleaner Collaboration Across Roles
Sales ops, fulfillment, and onboarding teams can all have their respective workflow management tool open at once, without interfering with each other’s progress. It keeps communication tight and workflows clean.

Scalability Without the Chaos
When you’re managing dozens of automations across clients, jumping in and out of builds can slow everything down. Workflow management tool Switcher makes it easier to manage multiple moving parts without losing control.

Improved Delivery Times
Reuse logic, cut duplicate work, and keep everything flowing with fewer clicks. The result? Faster project turnaround for your clients.

This isn’t just a new button in GHL, it’s an essential upgrade to how your team manages automation at scale.

The workflow management tool Switcher might look simple on the surface, but once you start using it daily, the time savings add up fast.

So what kind of results should you actually see:

Save 15–30 Minutes Per Project
No more digging through menus or reopening workflow management tool. Copying logic across automations is now a 60-second task—not 10 minutes.

Build With Confidence, Not Confusion
Working across tabs lets you stay focused. You’ll make fewer mistakes, avoid duplicating logic, and reduce client-side rework.

Scale Without Slowing Down
It may seem like a minor update, but for agencies juggling several clients or campaigns, it’s a serious boost to how you scale and stay organized.

Better Output With Less Input
 From copying sequences to testing variations or walking a teammate through the process, this feature keeps everything moving quickly and cleanly.

Bottom line? Less clicking, quicker builds, and smoother automations.

If you’ve been wrestling with multiple workflows or losing momentum jumping between builds, this update is the fix you didn’t know you needed.

GoHighLevel just made it way easier to bounce between workflow management tool. The new tool in Advanced Builder lets you open what you need instantly, without slowing down.

You don’t need to install anything or opt-in. It’s already live.

Just open any workfloworkflow management toolw, hit Shift + W, and feel the difference for yourself.

No more wasted clicks. No more reloading screens. Just smoother, smarter automation building.