AI glossary

Workflow

Summary

A workflow is an automatic sequence of steps (trigger, conditions, actions) that runs on its own when an event happens.

Updated

What it is

A workflow starts with a trigger (a new lead, a form, a payment) and runs actions in order: send a message, wait, update the CRM, notify someone.

Why it matters to an agency

It is the backbone of automation in GoHighLevel, n8n or Make. Built well, it does the repetitive work without human intervention.

Example

New lead, wait 5 minutes, send a welcome SMS, if they do not reply in 1 day send an email, and mark the stage in the pipeline.

FAQ

Frequently asked questions

Are workflow and automation the same thing?+

The workflow is the concrete recipe of steps; automation is the general idea that it runs without intervention.