Managing Automation Workflows in GoHighLevel

Learn how to navigate, review, and edit essential automation workflows, from purchase sequences to certification triggers.

April 29, 2026 By Michael Wilkinson

This guide explains how to manage your automated workflows inside GoHighLevel. You will learn how to navigate your automation folders, review complex purchase workflows, and edit automated email templates.

Navigating to Workflows

Step #1: Click Automation in the left navigation sidebar. — Click **Automation** in the left navigation sidebar.

Step #2: Select the 000. Essentials Workflows folder. — Select the **000. Essentials Workflows** folder.

This folder contains all of the core workflows. From the dashboard, you can see at a glance which automations are currently published, which are in draft mode, and how many contacts are enrolled.

Reviewing the Purchase Workflow

Step #3: Click the 002. Purchased workflow to open it. — Click the **002. Purchased** workflow to open it.

This workflow triggers immediately after a user purchases a course or submits an order page form.

When a customer enters this workflow, the system automatically normalizes their contact data (title case, first and last name), determines their Ideal Customer Profile (ICP) route, and applies the necessary lifecycle tags while removing their previous "lead" status.

Editing Automated Emails

Once the system updates the new customer's tags and grants them course access, it sends them a welcome email.

Step #4: Click the Email 1: Essentials Welcome Email + Login Access (Day 0) step. — Click the **Email 1: Essentials Welcome Email + Login Access (Day 0)** step.

A settings panel opens on the right side of the screen. Here, you can review the sender details, subject line, tracking parameters, and any attached files.

Step #5: Click Edit Design within the email preview area to modify the email contents. — Click **Edit Design** within the email preview area to modify the email contents.

Step #6: Click Save in the top-right corner when you are finished updating the template. — Click **Save** in the top-right corner when you are finished updating the template.

Step #7: Click < Back to return to the main workflow builder canvas. — Click **< Back** to return to the main workflow builder canvas.

Managing Certification Workflows

You can also explore workflows designed around user progress, such as issuing certificates when a lesson is finished.

Step #8: Return to the Essentials Workflows folder and select 006. Create, Get and Send Accredible Link. — Return to the Essentials Workflows folder and select **006. Create, Get and Send Accredible Link**.

Step #9: Click the Lesson Completed trigger node. — Click the **Lesson Completed** trigger node.

This allows you to review the specific product and category filters that initiate the certification process. Depending on the user track, the workflow will split into different conditional paths to issue the correct credentials.

Reviewing the Purchase Workflow

This workflow triggers immediately after a user purchases a course or submits an order page form.

Editing Automated Emails

Once the system updates the new customer's tags and grants them course access, it sends them a welcome email.

A settings panel opens on the right side of the screen. Here, you can review the sender details, subject line, tracking parameters, and any attached files.

Managing Certification Workflows

You can also explore workflows designed around user progress, such as issuing certificates when a lesson is finished.