Set Your Default Workflow Builder Once

The Default Workflow Builder is now managed from a new Workflow Settings page inside Agency Settings. Before this update, agencies had to manage the builder setting inside Global Workflow Settings, often one sub-account at a time.

Now you can choose Standard or Advanced once, turn on Apply to all sub-accounts, and save. GHL will push that choice to every sub-account your agency owns, and new sub-accounts will inherit the same setting when they are created.

Existing workflows stay as they are. They keep the builder they were built with, while new workflows open in the Default Workflow Builder you selected at the agency level.

Before this update, agencies had to manage the Default Workflow Builder inside Global Workflow Settings. That meant more repeat work, especially if you were managing a large number of sub-accounts.

Now, you can set the builder once from Agency Settings and apply it across every sub-account your agency owns. New sub-accounts also inherit the same choice when they are created, so your setup stays consistent from the start.

The main win is simple. Less clicking, less manual setup, and fewer chances for different accounts to end up using different workflow builders.

The Default Workflow Builder helps agencies keep workflow setup consistent across all owned sub-accounts. If your team prefers Standard or Advanced, you can now make that choice once instead of checking each account on its own.

This is especially useful for agencies with a lot of clients, VAs, or team members building automations. Everyone starts in the same builder, which makes training easier and reduces small setup mistakes.

It also helps with new account setup. When you create a new sub-account, it inherits the agency setting right away. That means one less task to remember during onboarding and a cleaner process as your agency grows.

The Default Workflow Builder in GoHighLevel lets you control which workflow builder is used across your agency. You can choose Standard or Advanced, then manage that choice across your owned sub-accounts.

Here are the steps we will follow:

• Open Workflow Settings in Agency Settings.
• Choose your Default Workflow Builder.
• Manage the builder across your sub-accounts.

To start, make sure you are logged in to the correct GoHighLevel agency account.

• The Agency Dashboard menu on the left side of your screen includes the main areas you use to manage your GHL agency.

1.1 Click Settings at the bottom of the left-hand menu.

• This opens the Agency Settings area.
• You will now see the main settings menu for your agency.

• Inside Agency Settings, you can now access the new Workflow Settings page.

2.1 Click Workflow settings in the left-hand settings menu.

• The Default builder page will open.
• You will see the Standard builder and Advanced builder options.

2.2 Choose your preferred default builder.

• Select Standard builder for simpler automations, linear journeys, and quick editing.
• Select Advanced builder for more complex logic, branching paths, and multi-trigger workflows.

2.3 Click Manage under Set builder per sub-account if you want to control the builder across specific sub-accounts.

• This opens the sub-account management screen.
• From here, you can review and change the Default Workflow Builder for your owned sub-accounts.

• The Manage default builder per sub-account screen lets you control the builder for individual accounts or several accounts at once.

3.1 Select the sub-accounts you want to update.

• Use the checkboxes beside each sub-account.
• You can select one account, several accounts, or all accounts shown.

3.2 Review the Default builder column.

• Each sub-account shows whether Standard or Advanced is selected.
• You can change the builder for individual sub-accounts from this list.

3.3 Use Set to standard or Set to advanced to update the selected accounts.

• Click Set to standard if you want the selected sub-accounts to use the Standard builder.
• Click Set to advanced if you want the selected sub-accounts to use the Advanced builder.
• New workflows in those sub-accounts will open in the selected builder.
• Existing workflows will stay in the builder they were originally created with.

Once this is set, you can manage the Default Workflow Builder from one agency-level area instead of changing the setting account by account. This gives you more control while keeping workflow setup consistent across your agency.

The Default Workflow Builder works best when you treat it as an agency standard, not just another setting. Pick the builder that matches how your team actually builds workflows, then use the agency setting to keep things consistent across sub-accounts.

If most of your automations are simple, Standard may be enough. If your team regularly uses branching logic, multi-trigger workflows, or more complex automation paths, Advanced may be the better fit. The main goal is to avoid switching between builders without a clear reason.

Also remember that this setting only affects new workflows. Existing workflows stay in the builder they were created with. That makes it easier to standardize future work without disrupting what is already running.

The Default Workflow Builder gives agencies a cleaner way to manage workflow setup across multiple accounts. Instead of repeating the same setting over and over, you can control it from one place and keep new workflows more consistent.

That can make onboarding easier for staff, VAs, and new clients. It also helps reduce small setup differences between sub-accounts, which matters when your team is building and managing automations at scale.

For a larger agency, this can save real time. If you manage dozens or even hundreds of sub-accounts, one agency-level setting is much easier to maintain than checking each account on its own.

The Default Workflow Builder gives agencies a simpler way to keep workflow setup consistent across owned sub-accounts. You can choose Standard or Advanced, manage several accounts at once, and make sure new sub-accounts start with the same builder setting.

The main benefit is less repeat setup. Existing workflows stay where they are, while new workflows open in the builder you choose. That makes this a useful update for agencies managing a growing number of client accounts.

If your team builds workflows often, this is worth setting up now. Which builder are you planning to use as your agency default, Standard or Advanced?