GHL Workflow Message Filters Make Automation Easier

New QR Code Styling Options: Shapes, Borders, and Rim Text

What it does:
Lets you stop using boring QR codes. You can now tweak the shape, style the border, and add text around the edge.

Where in GHL:
Accessible via Sites → QR Codes and within QR tools embedded in Funnel and Website builders.

Impact:
Improves visual presentation and brand alignment while increasing scan appeal.

Best suited for:
Agencies that care about branding, small businesses running local promotions, online stores, and teams pushing QR campaigns.

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Collapse & Resize Pipeline Stages in Kanban View

What it does:
Lets you hide pipeline stages you’re not actively using and adjust column widths so your board fits the way you work.

Where in GHL:
Inside Opportunities when you’re viewing your pipeline in Kanban mode.

Impact:
No more dragging your screen forever just to find the deals that matter.

Best suited for:
Owners running multi-stage pipelines, reps working deals every day, and anyone fed up with a messy board.

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Notes Just Got Smarter for the Contacts Page

What it does:
Upgrades the notes area so it’s easier to write, review, and keep things organized inside a contact record.

Where in GHL:
Found directly within each contact’s profile under Notes.

Impact:
Makes it simpler to see what’s been discussed and who added what — without digging through clutter.

Best suited for:
Teams collaborating on accounts and businesses that document every client touchpoint.

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New Asana Actions in Workflows – Find Project & Find Section

What it does:

Lets your workflow check what already exists in Asana before adding anything new.

Where in GHL:
Go to Workflows, add an action, and choose the Asana integration.

Impact:
No more duplicate projects. No more messy task boards. Just cleaner automation.

Best suited for:
Operations teams and agencies that rely on Asana to manage client delivery.

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Email AI + Knowledge Base Integration

• What it does:
  Allows Email AI to reference your Knowledge Base for smarter, more accurate responses.
• Where in GHL:
  Found in Conversations → Email composer with AI enabled and Knowledge Base settings under AI configuration.
• Impact:
  Smarter email suggestions that understand your business and help you reply quicker.
• Best suited for:
  Support teams, agencies managing inboxes, and businesses scaling communication with AI.

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Dialer: Auto-Minimize, Pin & Drag

• What it does:
  Lets you auto-minimize the dialer during calls, pin it in place, and drag it anywhere on screen.
• Where in GHL:
  Found in Conversations → Dialer.
• Impact:
  Cleaner workspace and easier multitasking during sales or support calls.
• Best suited for:
  Sales teams, outbound callers, appointment setters, and agencies making daily calls.

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Schema Markup Using AI

• What it does:
  Generates structured schema markup automatically using AI for SEO enhancement.
• Where in GHL:
  Found in Sites → Website or Funnel settings within AI or SEO sections.
• Impact:
  Improves search visibility without manual coding.
• This works well for:
  Teams building websites that need stronger search visibility, from agencies to small local businesses.

Most workflow problems don’t happen because automations fail. They happen because automations make the wrong decision.

A workflow receives a message. It needs to determine what happens next. Should the conversation be assigned to a team member? Should it move into a different pipeline stage? Should it trigger another automation? The answer depends on the information inside that Workflow Message Filters.

That’s where Workflow Message Filters become important.

Workflows perform best when they have clear signals to work from. Workflow Message Filters content is often one of the most valuable signals available.

The new Has Attachments filter is a great example.

Think about the messages your team deals with every day. A client uploads a logo. A prospect sends a screenshot. Someone attaches a signed agreement. Those conversations usually need different handling than a simple text message.

For agencies, that could mean routing uploaded design files directly to the creative team.

For customer support teams, it could mean escalating messages containing screenshots to technical support.

For service businesses, it could mean prioritizing conversations that include important documents from clients.

The new Workflow Message Filters delivers even more flexibility.

The old filtering options worked, but they were spread across different settings. Now they’re grouped together, making it easier to find the condition you need without jumping between multiple filter types.

That may sound like a small change.

It isn’t.

Most workflow problems don’t start big. They usually begin with a few extra conditions here and there until the automation becomes difficult to follow.

This update helps reduce that complexity.

Less clutter. Better organization. Smarter automation logic.

A little more filtering accuracy can prevent a lot of unnecessary back-and-forth later.

For agencies managing multiple clients, real estate teams handling showing requests, and businesses relying on automation to stay efficient, that’s a valuable improvement.

This update introduces two improvements to Workflow Message Filters. Neither change is flashy. Both are useful.

The first addition is the new Has Attachments filter.

This filter allows your workflow to determine whether an incoming message contains an attachment. Instead of relying on manual review or workaround logic, you can now build automation paths based on whether files are present in the conversation.

The setup is simple.

Select the Has Attachments filter and choose either:

• Yes
• No

That’s it. A message with a file attached follows one path. A message without a file follows another. Simple. Fast. Effective.

The second update is the new Workflow Message Filters.

If you’ve previously used the Contains Phrase or Exact Match Phrase filters, this change will feel familiar.

The difference is that those options now live inside a single filter.

Instead of selecting multiple filter types throughout your workflow, you’ll use one Workflow Message Filters and choose the condition you need.

Available conditions include:

• Contains
• Does Not Contain
• Exact Match
• Is Empty
• Is Not Empty

This gives you more flexibility while keeping workflow configuration cleaner and easier to understand.

Need to trigger a workflow when someone mentions “showing”?

Use Contains. Need to prevent certain responses from continuing through a workflow?

Use Does Not Contain. Need an exact response before moving to the next step?

Use Exact Match. Need to identify blank replies or incomplete submissions?

Use Is Empty. Everything now lives in one location.

The final piece of good news is that nothing breaks.

Existing workflows using the older Contains Phrase or Exact Match Phrase filters continue to function normally. There is no migration required and no need to rebuild existing automations.

The new filters simply provide a cleaner and more flexible way to build future workflows while protecting everything you’ve already created.

That’s how feature updates should work. More capability. Less complexity. Zero disruption.

The new Workflow Message Filters are added inside your workflow conditions. You’ll learn how to access your workflow, configure the Has Attachments and Workflow Message Filters, and build routing logic based on message content and attachments.

The steps below will show you how to set up, test, and publish Workflow Message Filters in GoHighLevel.

• Access the Automation Area in GHL.
• Add the Has Attachments Filter in Trigger.
• Configure the Workflow Message Filters.
• Build Your Automation Logic in Workflow.
• Test Your Workflow Message Filters and Publish.

To start, make sure you are logged in to your GoHighLevel sub-account.

• Navigate to the Automation section to access and edit your workflow settings.

1.1 Click on the “Automation” menu item from the main left-hand navigation.

• The Automation area contains all your workflows, triggers, and workflow actions.

1.2 Open an existing workflow.

• Select a workflow you would like to edit.

• Configure the Has Attachments filter to identify messages that include uploaded files.

2.1 Locate the workflow step where message filtering is required.

• Example: Customer replied

2.2 Click “Add Filter.”

• This opens the available filtering options.

2.3 Select “Has Attachments.”

• Locate the new Has Attachments filter from the dropdown list.

2.4 Choose your filter value.

Available options include:

• Yes
• No

Examples:

• Select Yes to identify messages that contain uploaded files.
• Select No to identify messages without attachments.

2.5 Save the condition.

• Review your settings before continuing.

• Return to your workflow condition settings. Add a new condition or edit an existing one.

3.1 Select “Message Body.”

• This replaces the need for separate Contains Phrase and Exact Match Phrase filters.

3.2 Choose your preferred condition.

Available conditions include:

• Contains
• Does Not Contain
• Exact Match
• Is Empty
• Is Not Empty

3.3 Enter your message value.

Examples:

• showing
• appointment
• contract
• pricing

The phrase entered here will be used to evaluate incoming messages.

3.4 Save your filter settings.

• Confirm your condition and phrase before moving on.

• Define what happens after the workflow is triggered by the selected message filter.

4.1 Configure the Yes branch.

• Decide what should happen when the filter condition is met.

Examples:

• Assign to a user.
• Add a tag.
• Move an opportunity.
• Send an internal notification.

4.2 Configure the No branch.

• Decide what should happen if the condition is not met.

Examples:

• Continue the workflow.
• Route to another team.
• Apply different automation actions.

• Verify that your filters are working correctly before making the workflow live.

5.1 Send a test message.

• Use sample messages that match your workflow conditions.

Examples:

• Send a message containing the word “showing.”
• Send a message with a file attachment.

5.2 Turn the workflow to Published status.

• Publishing activates the workflow and allows it to process incoming messages.

5.3 Save all workflow changes.

• Save all updates before publishing the workflow.

• Review workflow activity logs.
• Confirm conversations are routing correctly.
• Optimize conditions where needed.

Once configured, Workflow Message Filters can help automate message handling, reduce manual review, and improve response times across your business.

The new Workflow Message Filters are simple to use. But a few smart decisions during setup can make your automations significantly more effective.

Start by thinking about the language your customers actually use.

Many users build filters around internal terminology instead of customer terminology. The result is workflows that never trigger because nobody uses those exact words.

For example, a real estate team might search for “property viewing.” Their prospects are probably typing “showing.”

Build your filters around real-world customer language, not internal business language.

Another smart strategy is to combine Has Attachments with workflow routing.

Some messages need more attention than others. When someone uploads a contract, screenshot, or project file, it’s often worth handling those conversations differently.

This allows important conversations to reach the correct team faster without manual intervention.

Marketing agencies can route design requests. Customer support teams can prioritize troubleshooting screenshots. Legal teams can identify contract submissions.

Small automation changes like this can create major efficiency gains over time. It’s also worth avoiding overly broad keyword filters.

A keyword such as “help” might trigger hundreds of conversations that have completely different meanings. Instead, use more specific phrases whenever possible.

Examples:

• appointment request
• property showing
• pricing information
• contract review

The more specific the phrase, the more accurate the automation.

Testing is another area many users skip. Don’t.

Before publishing any workflow, send test messages through every possible condition path.

Test:

• Messages containing your target keyword.
• Messages that do not contain the keyword.
• Messages with attachments.
• Messages without attachments.
• Empty message scenarios where applicable.

Before switching a workflow live, run a few test scenarios and make sure everything behaves the way you expect.

As your GHL account grows, your automations become more complex.

Future team members may not understand why specific filters exist or what each branch is supposed to accomplish.

Simple notes and naming conventions can make workflow maintenance much easier months from now.

The goal isn’t to build more workflows. The goal is to build smarter workflows. The new Workflow Message Filters help make that possible when used strategically.

Every automation update promises to save time. The good ones actually do.

Workflow Message Filters fall into that category.

Some updates completely change how you work. Others simply remove a few everyday annoyances. This one falls into the second category.

But when you look at how businesses use automation every day, the impact becomes much more obvious.

Every incoming Workflow Message Filters creates a decision. Who should handle it? What action should happen next? Does it need immediate attention? Should it move into a different workflow?

Every conversation that gets routed correctly from the start is one less thing for your team to fix later.

For marketing agencies, the new Has Attachments filter can automatically route creative requests, screenshots, website assets, and design files to the correct team member without someone manually reviewing every conversation.

That means fewer delays. Fewer missed requests. And less time spent sorting messages.

For real estate teams, Workflow Message Filters can identify keywords such as “showing,” “tour,” or “property details” and instantly move those leads into the correct pipeline stage.

When routing happens correctly from the start, there’s usually a lot less cleanup work later.

Support teams often need screenshots before they can solve a problem. This makes it easier to spot those conversations right away.

Instead of asking customers to resend information, agents already have what they need when the conversation reaches them.

That’s a better customer experience. It’s also a faster resolution process. Even small service-based businesses can benefit.

Imagine automatically identifying messages containing words like:

• quote
• pricing
• appointment
• estimate

Those conversations can be prioritized, tagged, assigned, or moved into dedicated workflows automatically.

No manual sorting required. The real value isn’t the filter itself.

The real value is what happens after the filter makes a decision.

Better routing. Faster response times. Cleaner workflows. Less manual work. More consistent customer experiences.

That’s what Workflow Message Filters help deliver.

And when those small improvements happen hundreds or thousands of times every month, they create meaningful operational gains across your entire business.

Not every GHL update needs to reinvent the platform.

The best updates aren’t always the biggest. Sometimes they just make everyday tasks a little easier.

That’s exactly what this Workflow Message Filters update delivers.

The new Has Attachments filter gives you a simple way to identify messages that include files and route them automatically to the right people. The new Message Body filter brings multiple message conditions together into a single, more organized location, making workflow setup easier and more flexible.

Just as importantly, GHL has protected existing users by maintaining full backward compatibility. Your current Contains Phrase and Exact Match Phrase filters continue working exactly as they did before.

No rebuilding. No migration projects. No workflow disruptions.

For agencies, this means faster routing of creative requests, client assets, and project files.

For real estate teams, it means quicker identification of showing requests and lead intent.

For service businesses, it means less manual message sorting and more consistent automation.

The real win is efficiency. Better decisions happen when workflows have better information. These new Workflow Message Filters help your automations identify conversations more accurately, route them more effectively, and reduce the amount of manual work required from your team.

Small change. Big impact.

If you haven’t explored the new Workflow Message Filters yet, now is the perfect time to review your existing workflows and look for opportunities to simplify your routing logic.

The team at GHL Growth Garage will continue bringing you practical GoHighLevel feature guides, automation tips, and implementation strategies to help you get more from the platform.

Have you started using the new Workflow Message Filters yet?

Let us know how you’re planning to use them in your automations.