Workflow Recipes for GoHighLevel

Workflow Recipes

Within the Workflow builder, you have several options for getting started in creating a new Workflow. You can start from scratch with a blank slate,  import steps from an existing campaign, or you may use a “Recipe” from the list of pre-made templates we’ve created for you.

The Recipes allow you to use and customize templates that already exist, which can save you time and help you work more efficiently. If you use a Recipe, you can still customize it – adding or removing features as you wish, for your specific use case.

Check out the Recipes we have available:

  • Appointment Confirmation + Reminder + Survey + Review Request: For each new appointment, send a confirmation, send reminders, survey the result, and if the result was positive, send a review request
  • Appointment Confirmation + Reminder: Appointment confirmation and follow up reminder.
  • Auto Missed Call Text-Back: If you miss a call from a lead, reply to them automatically and notify the assigned user to get back ASAP.
  • FB Messenger: When an inbound FB message is waiting, reply & remove pending tag or we will prompt the lead to share phone number in 30 mins.
  • Birthday Template: A workflow to do Birthday promotions
  • List Reactivation: Generate leads for your business with a list, without ad spend, using AI filters for positive responses
  • Appointment Booking: Detect intent on customer reply to send them booking link or create a manual SMS to help them make a decision
  • GMB Business Message: Notify users & auto-respond to Google Business Messaging channel
  • No-Show Template: Re-engage your no-shows 
  • Fast Five: The odds of closing a lead decrease dramatically after 5 mins. This Workflow delivers the ULTIMATE first-5-minute lead nurture
  • Webinar Registration Confirmation & Reminders: Use this recipe to send Webinar Registration Confirmations and reminders leading up to the webinar.
  • Send Review Request: This workflow sends a review request to your customers when an opportunity is marked as won (or) an appointment is marked as showed (or) a tag is added

To use a Recipe, simply select the one you wish to use (which will highlight it in color) and then click “+Create new workflow”.

The template will load in the Workflow builder. You can make any customizations or edits you wish to add. Click “Save” and be sure to toggle the Workflow from Draft > Published mode in order for it to function.

Make any edits or customizations, save the Workflow and switch it from Draft > Published mode, and it will start operating for you!

Related Articles

Facebook / Instagram – User comments on a Post trigger on Workflow in GoHighLevel

What are the new Triggers? To initiate a workflow, simply select “Add Trigger.” Explore comment automation triggers conveniently housed under the “Facebook/Instagram events” category. Easily locate your desired trigger through direct search or by scrolling within the category. 1. New Triggers Navigate to triggers and choose from the assortment of available options tailored to your […]

John Mamado

IVR (Triggers and Actions) on Workflow in GoHighLevel

Transforming your business communication landscape, our Interactive Voice Response (IVR) system represents a paradigm shift. By harmonizing state-of-the-art technology with user-friendly design, our IVR capabilities elevate customer interactions to unprecedented levels of efficiency and satisfaction. Here’s how: – Available only for LC Phone customers – Pro Tip: Use the “IVR” Workflow Recipe for a head […]

John Mamado

How to use the Workflow Slack Premium Action in GoHighLevel

The Workflow Slack Premium Action feature empowers users to automate message delivery to Slack channels and users, enhancing communication efficiency and fostering team synergy. With three primary functions, it allows for messaging individuals, private channels, or public channels, facilitating seamless collaboration within teams. Agencies on Any Plan  ($97, $970, $297, $2970, $497, $4970) can access […]

John Mamado

How to use Facebook comment automation for Facebook Groups on Workflows in GoHighLevel

The functionality of triggering user comments on a post in Facebook and Instagram extends seamlessly to Facebook Groups as well. Prerequisite How to use this feature for Facebook Groups? When setting up a workflow, simply select “Add Trigger” to proceed. You’ll find triggers associated with comment automation under the “Facebook/Instagram events” category. Navigate directly to […]

John Mamado

How to Create a Birthday Reminder Workflow in GoHighLevel

Elevate your customer engagement with a Birthday Reminder Workflow Trigger that enables personalized experiences for your clients. This tutorial teaches how to create and customize this versatile trigger for tailored birthday greetings or promotions. Enhance your marketing strategy with a personalized touch through this comprehensive guide. What is the Birthday Reminder Workflow trigger? Please Note: […]

John Mamado

How to use the Date/Time Formatter Workflow Action in GoHighLevel

Experience the Date/Time Formatter action, a dynamic utility empowering users to reshape date or date and time configurations and analyze dates within workflows. Seamlessly transform date formats to align with various applications, database systems, or communication platforms such as email, SMS, or Slack. Moreover, effortlessly assess date disparities to streamline date-centric computations and strategic planning. […]

John Mamado
Go HighLevel Onboarding, Training, Education, Coaching, Support, Products and Services. Enabling Customer Success for GHL Agencies Worldwide
Copyright Growthable 2023 | All Rights Reserved

Grab our free techincal onboarding checklist