Masterclass: Plan, Map and Build Smarter Workflows

TL;DR

HighLevel announced a masterclass on planning and building automations. It will stream on August 27, 2026. This is an informational event, no immediate action is required.

Who this affects

This affects any agency owner or SaaS entrepreneur looking to improve their HighLevel automation building process. Those already proficient in automation strategy may find it less critical. HighLevel has not confirmed specific plan levels or sub-account setups that might be particularly affected.

What changed

A masterclass focused on planning and building HighLevel automations has been announced. The masterclass is scheduled to stream on August 27, 2026, at 12 PM EDT. Cece Tan is featured in the masterclass. Paulson Thomas is hosting the masterclass. The content will cover running discovery calls, auditing processes, building automations, testing automations, deploying automations, and how HighLevel supports each of these stages. HighLevel has not confirmed any rollout status, limits, or plan gating related to this masterclass.

Where to find it

HighLevel has not published the specific location for this masterclass yet, but it is typically available on their official YouTube channel or a dedicated masterclass platform.

How agencies will use this

An agency can use the insights from this masterclass to standardize their client onboarding for automation builds. For instance, when a new client signs up for a sales automation package, the agency can follow a structured approach learned from the masterclass. This would involve conducting a thorough discovery call to map the client's existing sales process, identifying key decision points and communication triggers. Then, the agency would audit any current systems to understand data flows. Based on this, they would build a HighLevel workflow, incorporating custom fields, triggers, actions like sending emails or SMS, and updating CRM stages. Before deployment, the agency would rigorously test the workflow in a dedicated sandbox sub-account. Finally, they would deploy the refined workflow to the client's live sub-account, ensuring it aligns with the client's business goals.

Our take

This is a standard informational update. For those actively building or optimizing HighLevel automations, this masterclass could offer valuable process refinement. For others, it's not a critical product change impacting immediate operations or strategy this week. The content is procedural, focusing on best practices rather than new features or platform shifts.