GoHighLevel’s automation builder is powerful but can be intimidating for beginners. Here are your first three automations, step by step.
Automation 1 — New lead welcome: Go to Automation → Create Workflow. Trigger: Contact Created. Add Send Email action with your welcome message, booking link, and what to expect. Add Wait (1 day). Add second email with a case study. Add Wait (2 days). Final email with FAQ and CTA. Setup time: 20 minutes.
Automation 2 — Missed call text-back: New workflow. Trigger: Call Status → No Answer/Busy/Voicemail. Add Wait (1 minute). Add Send SMS: ‘Sorry we missed your call! How can we help? Book here: [link]’. Add Create Opportunity. Add Internal Notification. Setup time: 10 minutes.
Automation 3 — Review request: New workflow. Trigger: Opportunity Status Changed → Won. Add Wait (2 hours). Add Send SMS: ‘Thanks for choosing us! A quick Google review helps: [link]’. Setup time: 5 minutes.
These three automations form the foundation. Once comfortable, expand to booking reminders, follow-up sequences, and pipeline automations.