Onboarding Series Part 5: First Automations
Video five is where the platform starts working while you sleep - triggers, actions and the starter recipes every account should activate.
14-day free trial · No contracts · Cancel anytime
Part five demystifies workflows: triggers (form submitted, call missed, stage changed) flow into actions (send, wait, branch, assign) - and the recipe library gives you proven starting points instead of blank canvases.
The video's core assignment is activating the non-negotiables: speed-to-lead response, missed-call text-back and appointment reminders. Those three alone justify most subscriptions.
- Trigger and action fundamentals
- Workflow recipes as starting points
- The three must-run starter automations
- Testing workflows safely before going live
Ready to try it yourself?
Part 5 of HighLevel's onboarding series - your first workflows: triggers, actions, recipes and the automations every account should run.
Frequently Asked Questions
Which automation should I build first?
Missed-call text-back - five minutes to activate, immediate revenue recovery.
Can workflows message across channels?
Yes - SMS, email, voicemail drops, WhatsApp and internal notifications mix freely in one workflow.
