How to Use the GoHighLevel Workflow Template Library
The GoHighLevel workflow template library lets you build automation faster than tools like ClickUp-style templates by providing ready-made workflows for common marketing, sales, and service scenarios. This step-by-step guide explains how to access, activate, and customize workflow templates in GoHighLevel so you can streamline account setup and automate processes efficiently.
What the GoHighLevel Workflow Template Library Does
The workflow template library in GoHighLevel provides prebuilt automation templates for both SaaS and non-SaaS sub-accounts. These templates help you:
- Quickly launch proven automation workflows.
- Standardize processes across multiple sub-accounts.
- Speed up onboarding for new locations or clients.
- Reduce manual setup time for common campaigns.
Templates are available by default for every sub-account, and more templates are added over time as GoHighLevel expands its library.
Accessing Workflow Templates in GoHighLevel
You can access the template library directly from any sub-account. Follow these steps inside GoHighLevel:
- Log in to your GoHighLevel account.
- Select the desired Sub-Account from your dashboard.
- In the left-hand menu, click Automation.
- Select Workflows.
- Click the + New Workflow button.
After clicking to create a new workflow, you will see the option to browse available templates from the GoHighLevel workflow template library.
Starting a Workflow from a GoHighLevel Template
Once you are on the workflow creation screen, you can begin with a template instead of building from scratch.
- Click Browse Templates or similar library option (depending on your current UI version).
- Review template categories such as lead generation, appointment booking, follow-up, or SaaS-related workflows.
- Select a template to preview its structure, triggers, and actions.
- Click Use Template to load it into your sub-account.
GoHighLevel will create a new workflow based on the chosen template, which you can then customize to match your processes.
Understanding GoHighLevel Workflow Template Types
The template library may contain multiple template types suitable for different use cases.
- Lead Capture & Nurture: Capture new leads and send automated follow-ups.
- Appointment Workflows: Confirm, remind, and follow up on bookings.
- Pipeline & Sales: Move contacts through pipeline stages automatically.
- SaaS Automations: Help SaaS mode agencies onboard and manage sub-accounts.
Each template in GoHighLevel includes pre-configured triggers, actions, and conditions that you can personalize rather than building them manually.
Customizing a Workflow Template in GoHighLevel
After importing a template, you should adjust it for your specific business or client.
Editing Triggers in GoHighLevel Workflows
- Open the workflow created from the template.
- Click the main Trigger at the top of the workflow canvas.
- Adjust the trigger type, such as Form Submitted, Tag Added, or Appointment Status.
- Update filters or conditions to match the sub-account’s assets (forms, calendars, pipelines).
Updating Actions and Messages
Template actions are fully editable in GoHighLevel:
- Modify SMS and Email content.
- Change Wait time delays.
- Adjust If/Else conditions (for example, if a contact replies or books).
- Connect to the correct Calendar, Pipeline, or Opportunity Stage.
Use personalization fields to merge contact data into messages while keeping the template structure provided by GoHighLevel.
Testing Your GoHighLevel Workflow Template
- Set the workflow to Draft while editing.
- Use test contacts or internal emails/phone numbers.
- Manually add contacts to the workflow or fire the trigger (such as submitting a test form).
- Confirm each step triggers correctly and messages send as expected.
Once you verify the behavior, switch the workflow from Draft to Active in GoHighLevel.
Managing Workflow Templates Across GoHighLevel Sub-Accounts
If you manage multiple clients or locations, GoHighLevel templates can be reused for consistent automation.
- Create or customize a workflow in one sub-account.
- Use the Save as Template option (if available in your interface) or clone workflows across sub-accounts using snapshots or similar GoHighLevel tools.
- Apply the same structure to new accounts and adjust only branding and minor conditions.
This approach gives you a repeatable framework while still allowing per-account customization.
Best Practices for Using GoHighLevel Workflow Templates
To get the most from the template library in GoHighLevel, follow these best practices:
- Start from a template, then simplify: Remove steps you do not need instead of building everything manually.
- Rename workflows clearly: Use descriptive names like “Onboarding – New Lead Nurture (Template Based).”
- Align assets first: Make sure calendars, forms, pipelines, and users exist before activating template workflows.
- Document your variations: Note how you adapt each GoHighLevel template for different industries or client types.
- Review updates: Periodically revisit the template library, as the GoHighLevel team may add new templates or improve existing ones.
Where to Learn More About GoHighLevel Workflow Templates
For the original reference documentation on the template library, see the official GoHighLevel help article: Template Library for Workflows.
If you need strategic help designing automation systems around GoHighLevel, you can also consult agencies that specialize in marketing operations and automation frameworks. One such resource is Consultevo, which focuses on building scalable digital systems.
Conclusion: Speed Up Automation with GoHighLevel Templates
The workflow template library in GoHighLevel allows you to launch automation faster, standardize your processes, and reduce manual configuration work. By selecting, customizing, and testing templates carefully, you can implement effective workflows across all of your sub-accounts with minimal setup time while still tailoring them to each client or business.
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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