Workflow Intake

Submit your GoHighLevel workflow request

Start with a clear scope, event trigger, and expected next steps. I’ll turn this into a practical workflow brief you can run straight into GoHighLevel implementation.

Tell me exactly what to build

The clearer this is, the faster I can set it up without back-and-forth.

1. Is this for VA Staffer or AI Persona?

Used to keep implementation context and naming consistent.

2. Is this a brand new workflow or an update to an existing workflow?

Brand new workflow Updating existing workflow

If you select "Updating existing workflow," I’ll need the exact workflow name in the next field.

1) Name of workflow

2) What triggers the workflow?

This is the event that starts the automation — be specific (contact source, tag, form, etc.).

3) What happens next?

Be explicit: each step + condition + expected result.

4) How urgently do you need this?

Name of the person who requested

Email (optional)

Once submitted, I’ll save your answers into a markdown file and try to post a tag in this channel (if the Discord webhook is configured). The markdown file is attached to that mention.