Workflow AI: Build and Edit Automations with Prompts

TL;DR

Workflow AI is here. Generate, refine, and modify workflows using natural language. This is a major update to automation capabilities.

Who this affects

HighLevel has not confirmed who is affected by this update.

What changed

This update introduces Workflow AI, a new way to interact with and build automation workflows.

Key changes include:

• Users can generate workflows from text prompts.
• Users can generate workflows from voice prompts.
• Users can generate workflows using example templates.
• Users can chat with an AI assistant to refine workflow actions and logic.
• Users can use point-and-edit mode to target specific workflow nodes.
• Users can automatically write B2B messaging copy.
• Users can apply prompting best practices for Workflow AI.
• Users can explore generated workflows, logic branches, and AI chat explanations.
• Users can modify workflows and add actions through conversational prompting.
• Users can use Chat Mode for strategy and brainstorming without modifying nodes.
• Users can multi-select nodes to duplicate actions and create sequences.
• Users can generate custom value tags for SMS and email actions.

HighLevel has not confirmed any limits, plan gating, or rollout status for Workflow AI.

Where to find it

HighLevel has not confirmed the exact location in the product. Users can access Workflow AI inside existing workflows using a Shift + A shortcut. This suggests it will be integrated directly into the workflow builder interface.

How agencies will use this

An agency owner can use Workflow AI to quickly set up a complex client onboarding sequence. Instead of manually dragging and dropping actions, they can open the workflow builder and use the Shift + A shortcut. They could then prompt, "Create a workflow that sends a welcome email immediately, waits one day, then sends an SMS reminder, and if no response after two days, assigns a task to a team member to call the lead." The AI would generate the initial workflow with email and SMS actions, delays, and conditional logic. The agency owner could then refine the B2B messaging copy for the email and SMS directly within the AI chat, ensuring they use relevant custom value tags for personalization, all without leaving the workflow builder.

Our take

This is a major update. The ability to generate, refine, and modify workflows through conversational prompts will streamline the automation setup process. Expect to save significant time building out client sequences and internal processes. HighLevel has not confirmed who is affected, where in the product it lives, or any rollout status. We will keep an eye on this one.