Workflow Builder AI Guide for GHL Users 

Workflow Builder AI in GHL is designed to automate repetitive marketing and client management tasks. It helps users create workflows that respond automatically to events or triggers, reducing the need for manual intervention. For example, when a new lead fills out a form, the workflow can perform several actions without anyone having to do it manually.

The main components of Workflow Builder AI include triggers and actions. Triggers are events that start a workflow, while actions are tasks that the workflow performs once triggered. Some key capabilities include:

• Automatically sending emails, SMS, or notifications when specific events occur
• Adding or removing tags from contacts based on activity
• Starting multi-step sequences for lead nurturing or follow-ups
• Updating records or pipeline stages without manual input

Workflow Builder AI is flexible and can handle both simple and complex workflows. Users can create single-step automations for straightforward tasks or multi-step sequences to manage more detailed processes. Testing and refining workflows before activation ensures accuracy and consistency.

Workflow Builder AI in GHL matters because it takes care of the repetitive tasks that slow teams down. Instead of manually sending follow-ups, updating contacts, or applying tags, users can rely on automated workflows to handle it all. This frees up time for agencies, marketers, and business owners to focus on strategy, creative work, and client relationships.

The feature also ensures accuracy. When workflows run automatically, there is less risk of mistakes that often happen with manual processes. This is especially important for campaigns that have multiple steps, like lead nurturing sequences or onboarding new clients. Workflow Builder AI keeps every action consistent and predictable.

Some key benefits of Workflow Builder AI include:

• Saving time by automating routine tasks
• Reducing errors in workflows
• Ensuring consistent follow-ups with clients and leads
• Managing multiple campaigns or clients more efficiently

In short, Workflow Builder AI in GHL helps users work smarter, not harder. It keeps processes running smoothly, improves reliability, and allows teams to focus on the tasks that really matter. By using this feature, agencies and marketers can scale their operations without losing control or quality.

This guide shows how GHL users can create workflows quickly and confidently using Workflow Builder AI.

• The main menu on the left side of your screen includes all the main areas you work in when using GoHighLevel (GHL).

1.1 Click on the Automation menu item to access the Workflows section.

• You’ll now be in the Automation section, where you can access the Workflows tab from the top menu.

1.2 Click the Workflows tab.

1.3 Click the Build Using AI button.

• This button is located between the + Create Workflow button and the Create Folder button.

• The Build Using AI pop-up will appear, allowing the user to enter a workflow prompt.

2.1 Type in the workflow prompt.

• Make sure each trigger, action, and setting is clearly explained. A clear, detailed, and well-organized prompt helps the AI build better workflows.

2.2 Alternatively, choose and click one of the available templated prompts.

2.3 Click the Enter button once the prompt is complete.

• This button is shown as an upward arrow.

• The user will be directed to the workflow editor while the AI generates the workflow.

3.1 Rename the workflow.

3.2 Choose either Chat Mode, Point and Edit Mode, or both.

• For this example, the Point and Edit option is selected and highlighted with a purple outline.

3.3 Select the specific element to edit.

3.4 Confirm that the selected element appears above the AI builder prompt box.

3.5 Type the prompt for the new changes.

3.6 Click the Enter button to apply the update.

• Each workflow element can also be edited manually without using the AI workflow editor.

4.1 Click the element that needs to be edited.

• The element’s configuration settings will appear.

4.2 Manually update each setting as needed, then click Save.

• Complete the setup by finalizing the workflow triggers and elements.

5.1 Toggle on the Publish button.

5.2 Click the Save button.

This step-by-step process allows GHL users to implement Workflow Builder AI efficiently. By following these steps, workflows are set up reliably, run smoothly, and can be adapted to fit the specific needs of any business or marketing campaign.

Workflow Builder AI in GHL is powerful, but using it effectively requires a few smart habits. Planning and organizing workflows before creating them can save time and prevent confusion later.

Some practical tips include:

• Give each workflow a clear, descriptive name so it is easy to identify
• Group workflows by campaign or client to keep everything organized
• Test workflows before activating them to make sure they work as intended
• Keep the number of actions in a workflow manageable for easier tracking
• Focus triggers on the most relevant events to keep workflows precise

Following these tips helps GHL users avoid common mistakes and ensures that automation runs smoothly. Workflow Builder AI can then handle routine tasks reliably, giving agencies and marketers more time to focus on important work and strategy.

Workflow Builder AI in GHL makes it easier to handle everyday marketing and client management tasks. It takes care of repetitive steps so agencies and marketers can focus on higher-level work and strategy.

Some ways Workflow Builder AI can be applied include:

• Lead Nurturing: Automatically follow up with new leads after form submissions or tag updates
• Client Onboarding: Send welcome emails, add tags, and update pipelines without manual input
• Campaign Management: Run multi-step sequences for emails, SMS, or tasks with consistent timing
• Team Notifications: Alert team members when certain actions happen in workflows

Using Workflow Builder AI in these ways helps GHL users save time, reduce errors, and keep client communications consistent. Agencies and marketers can manage multiple campaigns efficiently and scale their processes while maintaining control.

Workflow Builder AI in GHL can raise a few questions for users who are just getting started. Knowing how it works and what to expect helps agencies and marketers use it more confidently.

Some common questions include:

Understanding these points helps GHL users get the most out of Workflow Builder AI. Clear knowledge of the tool reduces errors and allows teams to implement automation reliably.

Workflow Builder AI in GHL provides a reliable way to automate marketing and client management tasks. It handles repetitive steps, keeps workflows consistent, and reduces the chance of errors. Agencies, marketers, and business owners can save time and focus on more important work while automation takes care of routine tasks.

Using this guide, GHL users can set up triggers, add actions, test workflows, and activate them with confidence. Planning workflows carefully makes automation simpler and more effective for day-to-day operations.

Next steps include applying Workflow Builder AI to lead nurturing, client onboarding, campaign management, and team notifications. Users can refine workflows over time to better fit their business processes and marketing goals.

Regularly reviewing workflows, testing new automations, and adjusting triggers or actions as needed will help GHL users maintain smooth operations. Workflow Builder AI allows teams to scale efficiently while keeping processes organized and predictable.