How to Use the GoHighLevel Discover Button for Workflows

The new Discover button in GoHighLevel makes it easy to browse and import ready-made workflows, similar to how ClickUp templates work for project management. This guide walks you step by step through accessing, previewing, and cloning automation templates so you can launch campaigns faster and keep your accounts organized.

By the end of this tutorial, you will know exactly how to use the Discover feature inside the workflow builder, how to review template details, and how to safely customize them for your sub-accounts.

What Is the GoHighLevel Discover Button?

The Discover button is a built-in library browser inside the workflow builder of GoHighLevel. Instead of creating every automation from scratch, you can use this feature to:

Search a collection of pre-built workflows.
Filter templates by category or use case.
Preview what a workflow looks like before importing.
Clone workflows into your own sub-account with one click.

This saves time, reduces setup errors, and helps new users understand how powerful automation in GoHighLevel can be.

Where to Find the GoHighLevel Discover Button

The Discover button is available directly inside the workflow area of your account. You do not have to leave the screen or open a separate marketplace.

Log in to your GoHighLevel account.
Navigate to the sub-account where you want to add or edit a workflow.
In the left-hand menu, go to Automation > Workflows.
Click either + New Workflow or open an existing workflow, depending on your needs.
Look for the Discover button inside the workflow setup screen.

The exact position may vary slightly as the platform evolves, but it typically appears near the main workflow controls, alongside options like creating workflows from scratch or using existing templates.

How to Browse Workflows Using GoHighLevel Discover

Once you enter the Discover section, you can browse a curated list of pre-made workflows by category and use case. This is especially useful if you are still learning automation best practices.

Step-by-step: Accessing the Discover Library

From the workflow screen, click the Discover button.
Wait for the template library panel or modal to open.
Review the available workflow templates shown in the library view.

You will see workflow cards or rows that typically include:

Template name.
Short description.
Category or use case.
Additional tags or labels.

Filtering and Searching in GoHighLevel Discover

To quickly find the right automation for your business, use the available filters and search options:

Search bar: Type keywords related to your use case (for example, lead nurturing or appointment reminders).
Categories: Filter templates by category such as marketing, sales, onboarding, or follow-up.
Tags: Some templates may include tags that help you narrow down very specific workflows.

Using these filters helps you locate the most relevant GoHighLevel workflows instead of scrolling through the full list.

How to Preview a Workflow in GoHighLevel Discover

Before importing any template to your sub-account, you should preview it to confirm that the logic, triggers, and actions match your requirements.

Previewing Template Details

In the Discover library, hover over or click a template you are interested in.
Select the Preview or equivalent option on the template card.
Review the high-level details shown in the preview window.

The preview usually displays:

The main trigger that starts the workflow.
Key steps and actions (such as emails, SMS, conditions, and delays).
Any conditions or filters applied to contacts.

This preview lets you confirm that the general structure fits your business needs without fully importing it yet.

Evaluating Whether a Workflow Is a Good Fit

When previewing, ask yourself:

Does the trigger match the event I want to automate (for example, form submission, pipeline stage change, or booking)?
Are the communication steps (emails, SMS, calls) aligned with my brand tone?
Will I need to heavily modify this, or does it only need light customization?

Choosing a template that closely matches your process will reduce the time you spend editing after import.

How to Import a Workflow from GoHighLevel Discover

Once you find a suitable template, you can import it directly into your chosen sub-account. This is often called cloning or installing a workflow from the library.

Import Steps

From the Discover preview window, click Use Workflow or a similar button.
Confirm the sub-account you want to import into (if prompted).
Wait for the system to create a copy of the template inside your workflow list.
Open the newly imported workflow to begin customizing it.

After import, the workflow is fully editable and behaves like any other workflow you create inside GoHighLevel.

Post-import Checks

Before you turn the workflow live, verify the following:

Update email content, SMS copy, and from-addresses.
Make sure pipeline stages, forms, calendars, and tags used in the workflow exist in your sub-account.
Adjust delays, wait steps, and conditional logic to match your customer journey.
Confirm that any connected integrations are correctly mapped for your account.

Performing these checks ensures you do not accidentally send outdated or irrelevant content to your contacts.

Best Practices for Using GoHighLevel Discover Workflows

To get the most value from the Discover feature, follow these practical recommendations.

Start with One Workflow at a Time

Instead of importing many templates at once, start with a single, high-impact workflow, such as:

New lead follow-up.
Appointment reminders and no-show follow-up.
Post-purchase review requests.

This helps you stay organized and measure results clearly.

Rename and Organize Workflows

After importing a template, rename it using a consistent naming convention, for example:

ONB - New Lead Nurture
APPT - Reminder & Follow-up

Clear names make it easier for teams working across GoHighLevel to understand what each automation does.

Test Thoroughly Before Going Live

Always test imported workflows before activating them:

Use a test contact with your own email and phone number.
Trigger the workflow event (such as submitting a form).
Review each message received and confirm timing and content.
Fix any unexpected logic or content issues.

Only activate the workflow for real leads or customers once you are confident everything is working correctly.

Managing and Editing Imported GoHighLevel Workflows

After you start using templates from the Discover button, you may need to make updates as your marketing strategy changes.

Editing an Imported Workflow

Go to Automation > Workflows in your selected sub-account.
Open the workflow you previously imported from Discover.
Edit triggers, actions, or conditions as needed.
Save your changes and, if necessary, re-test with a sample contact.

All customization happens the same way as with a manually created automation.

Deactivating or Deleting a Workflow

If a workflow is no longer needed:

Toggle it off to stop new contacts from enrolling.
Optionally archive or delete the workflow if you are certain it will not be reused.

This keeps your GoHighLevel account tidy and prevents old automations from conflicting with new ones.

Additional Resources for GoHighLevel Workflows

For more technical details and any interface changes, always refer to the official documentation. The original help article that describes the Discover button for workflows is available at this GoHighLevel support page.

If you need strategic guidance on how to structure automation, funnels, and CRM processes around your GoHighLevel setup, you can also consult expert resources such as Consultevo for implementation and optimization support.

By following the steps in this tutorial and combining them with ongoing testing and optimization, you can fully leverage the Discover button inside GoHighLevel to deploy high-performing workflows with minimal setup time.

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