Core Workflow Framework · GHL Blueprint

Chad Samuel

Mar 7 • General discussion

Core Workflow Framework

Every GHL workflow consists of three primary components that dictate how your automation functions:

HighLevel Support Portal

The Trigger: The specific event that starts the automation, such as a form submission, a new appointment booked, or a pipeline stage change.
The Filters: Optional settings used to narrow down the trigger criteria (e.g., only trigger for a specific form, not all forms).
The Actions: The automated tasks performed after the trigger, including sending emails/SMS, assigning leads, or updating opportunity status.

Step-by-Step Implementation

Access the Builder: Navigate to the "Automation" section and select "Workflows" in your GHL dashboard.

2. Choose a Starting Point: You can "Start from Scratch" for custom builds or use "Workflow Recipes"pre-made templates for common tasks like appointment reminders or "No Show" follow-ups.

3. Define Your Trigger: Click "+ Add New Workflow Trigger" and select your event (e.g., "Contact Tag Added" or "Payment Received").

Add Actions: Use the "+" button to insert steps. Common actions include:

External Communications: Send automated Email Drip Sequences or Instagram/Facebook messages.
Internal Operations: Assign to a user, add a note, or update a lead's "Stage" in your sales
pipeline.
Conditional Logic: Use If/Else Branches to send contacts down different paths based on their data.
Test and Publish: Use the "Test Workflow" button to run a simulation with a test contact before toggling the status from Draft to Published.

Popular Automation Use Cases

Lead Nurturing: Automatically follow up with leads immediately after they sign up via a form or survey.
Social Media Management: Set up automations to respond to Facebook or Instagram comments and convert them into leads.
Content Scheduling: While blog posting is less native, you can use GHL's Social Planner to automate and schedule social media posts.

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