🤖 Getting Started with the Automations Tab in GoHighLevel

No manual setup is required to begin generating leads, nurturing prospects, or booking appointments using the Gym Growth Engine system. Use this guide only if you want to explore or expand upon what’s already in place.

Your Engine for Automated Follow-Up, Nurturing, and Task Management

The Automations tab in GoHighLevel (GHL) is where you build powerful workflows that automatically respond to lead actions, follow up with prospects, update pipeline stages, send notifications, and much more.

This guide provides a clear overview of what the Automations tab does, how to navigate it, and how to build your first automation (workflow) inside GHL.

🧭 Where to Find It

Log into your GoHighLevel sub-account

In the left-hand menu, click “Automation”

You’ll land on the Workflows dashboard where all your automations live

🧱 Automation Tab Layout

🔄 Workflows Dashboard

List View of all created workflows

Folders to organize automations (e.g., “Lead Nurture,” “Challenge Follow-up,” “Missed Call Texts”)

Search bar to quickly locate specific automations

“+ Create Workflow” button in the top-right to build a new one

🛠️ What is a Workflow in GHL?

A workflow is a sequence of actions that are automatically triggered based on specific conditions or events. It replaces traditional campaigns and triggers, giving you more flexibility and control.

🧩 Workflows Consist Of:

Triggers: What starts the automation (e.g., form submission, appointment booked, tag added)

Actions: What happens next (e.g., send SMS, assign user, wait, move pipeline stage)

🧰 Common Triggers You Can Use

Trigger Type	Example Use Case
Form Submission	After a lead opts in via a funnel
Facebook Lead Form Submitted	For Facebook Ads integration
Appointment Booked	After someone schedules an orientation
Tag Added	When a tag like “Hot Lead” is applied
Pipeline Stage Changed	Trigger follow-up after sales status changes
Birthday	Send personalized birthday messages

🔧 You can combine multiple triggers to make workflows more flexible.

🧠 Common Actions You Can Add

Action	Purpose
Send SMS/Email	Automated follow-up or confirmation
Assign to User	Route the lead to a sales rep or coach
Add/Remove Tags	Segment leads based on behavior
Add to Pipeline	Move lead into a specific sales process
Wait/Delay	Pause before next action (e.g., 1 hour)
If/Else Condition	Split path based on logic (e.g., booked or not)
Webhook	Send data to an external app or service

➕ How to Create a Basic Workflow

Let’s create a simple follow-up automation for new leads.

Step-by-Step Example: Lead Form Follow-Up

Click “+ Create Workflow”

Choose “Start from Scratch” or a template

Click “Add Trigger”

Choose Form Submitted

Select your lead form

Click “+” to add an action

Select “Send SMS”

Type: “Thanks for reaching out! Someone from our team will contact you soon.”

Add another action:

“Assign to User” → Select a sales rep

Add a delay (e.g., wait 1 hour), then send another message or email

Click “Save” and toggle ON at the top right

🎉 Your first automation is now live!

🧪 Testing & Monitoring Workflows

Click into any workflow and go to the “History” tab to:

View who entered the workflow

See what step they’re on

Diagnose errors or delays

Use the Test Contact feature to run through the automation before going live

📌 Best Practices

Tip	Why It Matters
Name workflows clearly	Makes it easier to manage at scale
Use folders	Organize by funnel, service, or team
Add notes/comments in steps	Help your team understand the logic
Monitor for errors or pauses	Use “History” tab regularly
Avoid overlapping workflows	Prevent double messaging or confusion

Here are some additional Assets to help you with this process

Portal Lesson: Automations

Link: https://members.gymlaunch.com/products/inner-circle-lead-nurture-2-0/categories/2156742572/posts/2183743510