How to Use the Transcript Generated Trigger in GoHighLevel Workflows

If you use ClickUp to manage tasks and GoHighLevel to handle calls and automation, connecting them through smart workflows can save hours every week. One of the most powerful automation tools in GoHighLevel is the Transcript Generated workflow trigger. This trigger lets you automatically react whenever a call or voicemail is transcribed, so you can tag contacts, assign follow-up, or update pipelines without manual work.

This step-by-step guide explains exactly how to configure and use the Transcript Generated trigger in GoHighLevel, based strictly on the official documentation.

What the GoHighLevel Transcript Generated Trigger Does

The Transcript Generated trigger in GoHighLevel fires when a transcription is created for one of the following activities:

• Inbound or outbound calls
• Voicemail drops
• Other supported recorded interactions processed by the transcription system

Once the transcript is ready, the workflow begins and can perform any actions you define, such as:

• Sending internal notifications
• Creating tasks for your sales team
• Updating opportunity stages
• Tagging or segmenting contacts based on conversation content

This makes it easy to automate your follow-up process and keep your CRM organized without manually checking each recording.

Where to Find the Transcript Generated Trigger in GoHighLevel

To start using this feature inside GoHighLevel, you must first access the workflow builder where triggers are created.

1. Log in to your GoHighLevel account.

2. From the left sidebar, click Automation.

3. Select Workflows to open the workflow management area.

4. Click Create Workflow or open an existing workflow you want to edit.

5. In the workflow editor, click Add New Workflow Trigger at the top.

This opens the list of available triggers that can start automation sequences in GoHighLevel.

How to Add the Transcript Generated Trigger in GoHighLevel

Once you are in the trigger selection panel, follow these steps to add the Transcript Generated trigger:

1. In the trigger list search bar, type Transcript Generated.

2. Click on Transcript Generated to select it as your workflow trigger.

3. The trigger configuration panel will appear on the right side of the workflow editor.

This trigger will now be used to start your workflow every time a matching transcript is created in GoHighLevel.

Configuring Filter Conditions for GoHighLevel Transcripts

The Transcript Generated trigger in GoHighLevel can be customized with filters so that it only fires on specific types of calls or voicemails. This helps you avoid triggering automations on irrelevant interactions.

Common filter options include:

• Direction – Filter between inbound or outbound calls.
• Type – Choose between call, voicemail, or other supported recording types.
• Assigned user – Only trigger when calls belong to a particular team member.
• Pipeline or source – Restrict to conversations related to a specific funnel or campaign.

To configure filters:

1. In the Transcript Generated trigger settings, click Add Filters.

2. Select the filter type you want to apply (for example, Direction or Type).

3. Choose the values that match the calls or voicemails you want to track.

4. Save the trigger configuration once all filters are set.

With targeted filters, your GoHighLevel workflows will only run when relevant transcripts are created, ensuring clean and precise automation.

Using Transcript Data Inside GoHighLevel Workflows

After the Transcript Generated trigger fires, you can leverage the transcript details throughout the workflow using standard GoHighLevel actions and conditions.

Common Actions After a Transcript Generated Trigger in GoHighLevel

Here are some useful ways to use this trigger in GoHighLevel workflows:

• Send an internal notification to a sales rep with a summary of the call.
• Create or update opportunities based on the call outcome.
• Apply tags to the contact when certain keywords appear in the transcript (using conditions and custom automation logic).
• Start a follow-up sequence via SMS, email, or voicemail based on the call result.

Adding Conditions Based on GoHighLevel Transcript Context

Although the trigger itself starts when a transcript is generated, you can combine it with conditions in the workflow to route contacts differently depending on the context of the call or voicemail.

For example, you might:

• Use If/Else conditions to branch the workflow depending on call type or user.
• Send different internal notifications for missed calls versus successful connections.
• Update different pipelines for new leads compared to existing customers.

By combining the trigger with conditional logic, you can build highly customized automations inside GoHighLevel that respond intelligently to each conversation.

Best Practices for the Transcript Generated Trigger in GoHighLevel

To get reliable and scalable results from this automation feature, follow these best practices when setting up the Transcript Generated trigger in GoHighLevel:

• Use specific filters so that your workflow only runs for the calls and voicemails that matter.
• Name your workflows clearly, such as “Transcript Generated – Missed Call Follow-Up” or “Transcript Generated – Qualified Lead Escalation.”
• Test with sample calls to confirm the trigger fires and that each step behaves as expected.
• Monitor results for the first few days and adjust filters or actions to fine-tune performance.

When carefully configured, this trigger becomes a powerful automation backbone that turns call transcriptions into structured follow-up actions inside GoHighLevel.

Step-by-Step Summary: Setting Up GoHighLevel Transcript Automation

Use this quick checklist to implement the Transcript Generated trigger in GoHighLevel:

1. Open Automation > Workflows in GoHighLevel.

2. Create or open an existing workflow.

3. Click Add New Workflow Trigger.

4. Select Transcript Generated from the trigger list.

5. Configure filters for call direction, type, user, or source as needed.

6. Add workflow actions such as notifications, task creation, opportunity updates, or tag application.

7. Test the workflow using a real or test call that generates a transcript.

8. Activate the workflow once you confirm everything is working correctly.

Additional Resources for GoHighLevel Users

To dive deeper into the official technical details for this feature, review the source documentation here: GoHighLevel Transcript Generated Workflow Trigger.

If you need strategic help designing advanced workflows, CRM architectures, or integrating tools like ClickUp with your GoHighLevel setup, you can explore consulting services at Consultevo.

By correctly setting up the Transcript Generated workflow trigger in GoHighLevel, you can transform raw call and voicemail recordings into organized, automated follow-up processes that improve response times, conversion rates, and team productivity.

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