How to Use Workflow Builder AI in GoHighLevel
The Workflow Builder AI in GoHighLevel lets you turn plain language instructions into full automations faster than tools like ClickUp or other project apps. This guide explains how to open the workflow builder, write effective prompts, review the generated steps, and safely use AI to accelerate your automation building process.
Overview of GoHighLevel Workflow AI
The workflow builder in GoHighLevel includes an AI assistant called Learn More Using AI. This feature reads your natural language description of a workflow and then suggests:
- Workflow triggers
- Workflow actions
- Conditions and branches
- Messages and content where supported
The AI suggestion panel appears inside the workflow editor so you can compare your existing setup with the suggested structure and selectively add or edit steps.
Accessing the GoHighLevel Workflow Builder
Before using the AI helper, you need to open the workflow builder inside your GoHighLevel account.
- Log in to your sub-account.
- Navigate to Automation in the left-hand menu.
- Click Workflows.
- Create a new workflow or open an existing one you want to improve.
Once the workflow editor is open, you can use the AI assistant panel to generate or refine automations.
Opening the Learn More Using AI Panel in GoHighLevel
The AI helper appears as a panel that you can open from inside any workflow.
- In the workflow editor, locate the Learn More Using AI option or AI icon.
- Click it to open the AI prompt panel on the side of the screen.
- Confirm that you can see a text input area where you can type or paste your instructions.
The AI tool works best when you describe exactly what you want your workflow to do, including triggers, required messages, and timing details.
Writing Effective AI Prompts for GoHighLevel Workflows
Clear prompts produce better workflow suggestions. Use short, direct sentences that describe each stage of your automation.
Key details to include in your GoHighLevel prompt
- Trigger type (for example: form submitted, pipeline stage change, contact tag added)
- Target audience (new leads, booked calls, trial users, etc.)
- Goal of the workflow (nurture, follow-up, reactivation, onboarding)
- Timing rules (send immediately, wait X days, only during business hours)
- Communication channels (email, SMS, voicemail, tasks)
You can also specify tone and style for messages, such as friendly, professional, or concise.
Prompt examples for GoHighLevel automation
- “When a lead submits the Facebook ad form, send a thank-you text, create a task for sales, and wait 15 minutes before sending an email with a booking link.”
- “If someone books a consultation, send confirmation, wait 1 day, send a reminder, and stop messages when the appointment status becomes completed.”
Use these kinds of examples as templates and adjust them to match your own business workflows.
Generating Workflow Suggestions with GoHighLevel AI
After writing your description, you can ask the AI to build suggestions for you.
- Type or paste your workflow description into the AI prompt field.
- Click the button to generate suggestions.
- Wait while the system analyzes your prompt and builds a numbered list of steps.
The Learn More Using AI feature then produces a proposed automation that includes triggers, actions, and logic tailored to your description.
What the GoHighLevel AI typically suggests
- A recommended trigger to start the workflow
- A series of actions such as sending emails, SMS, or adding tasks
- Conditions that check tags, appointment status, or other fields
- Wait steps to manage timing and delays
You can scroll through the suggestions, expand steps if needed, and compare them to your current workflow design.
Reviewing and Editing GoHighLevel AI Suggestions
The output from the AI is a starting point, not a finished automation. You remain in full control of what actually goes into your account.
- Read every suggested step carefully.
- Check that the trigger matches the real event you want to use.
- Verify that actions align with your communication strategy and compliance rules.
- Edit text for emails or SMS messages inside the workflow after you add the steps.
Always confirm that the conditions and timing make sense so you avoid sending too many messages or contacting people at the wrong time.
Adding AI-generated steps into your GoHighLevel workflow
- Select the suggested step you want to use.
- Use the Add or similar option to insert it into your workflow canvas.
- Adjust any details, such as message content, wait durations, or assigned users.
- Repeat for each step you want to keep, and ignore any that do not fit your process.
By selectively importing steps, you build a workflow tailored to your exact requirements while still accelerating the setup process with AI.
Best Practices for Safe AI Use in GoHighLevel
Using AI quickly can be powerful, but you should always maintain control over content, compliance, and customer experience.
- Never activate a new workflow without testing it first.
- Verify merge fields so that contact names, links, and appointment details populate correctly.
- Ensure all messages follow your brand guidelines and legal requirements such as consent and opt-out language.
- Limit early tests to internal contacts or a small test segment.
Once everything works as expected, you can safely roll out the workflow to a larger audience.
Testing and Launching Your GoHighLevel AI Workflow
Before you turn on any automation suggested by the AI, complete a few simple checks.
- Review all steps in the visual workflow builder.
- Run test contacts through the trigger condition.
- Confirm timing for waits and follow-ups is correct.
- Check logs to ensure messages and actions fire as expected.
If everything looks correct, toggle the workflow status to active. Continue to monitor early performance and make manual adjustments when needed.
Where to Learn More About GoHighLevel Workflow AI
You can see the original product documentation about the Learn More Using AI feature on the GoHighLevel help center here: Workflow Builder – Learn More Using AI.
For broader automation strategy, funnel optimization, and GoHighLevel implementation support, you can also visit Consultevo for additional resources and consulting services.
By combining clear prompts with the Learn More Using AI panel and careful review, you can build powerful, reliable workflows in GoHighLevel much faster than creating every step manually.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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