Module 5 of 7Module 5 sa 7
Workflows & AutomationWorkflows at Automation
The payoff module. Build automations that do real work — and test them before a client ever sees them. Ang module na pinaghirapan mo. Gumawa ng automations na gumagawa ng totoong trabaho — at i-test sila bago pa makita ng client.
Why this module is hereBakit nandito ang module na ’to
Workflows filter on contact fields, trigger from forms and calendars, and act on opportunities. If you learn them before Modules 2, 3 and 4, you can follow a tutorial but you can't adapt one. By this point, you already know every piece a workflow uses. Nagfi-filter ang workflows gamit ang contact fields, nati-trigger mula sa forms at calendars, at kumikilos sa opportunities. Kung inaral mo sila bago ang Modules 2, 3 at 4, kaya mong sundan ang tutorial pero hindi mo kayang i-adapt. Sa puntong 'to, kilala mo na ang bawat piyesang ginagamit ng workflow.
Builds on:Nakabatay sa: Module 2: CRM FundamentalsBasic ng CRM , Module 3: Capturing LeadsPagkuha ng Leads , Module 4: PipelinesPipelines
Workflows are the reason most businesses buy GoHighLevel, and they are the skill clients ask about most often.
This module comes fifth on purpose. A workflow filters on contact fields, triggers from a form or a calendar, and usually acts on an opportunity — so it only makes sense once you already understand all three.
The last lesson, on testing, is the one that gets you rehired.
Workflows ang dahilan kung bakit bumibili ng GoHighLevel ang karamihan ng business, at ito ang skill na pinakamadalas itanong ng clients.
Sinadyang panlima ang module na ‘to. Nagfi-filter ang workflow gamit ang contact fields, nati-trigger mula sa form o calendar, at kadalasang kumikilos sa opportunity — kaya may saysay lang ito kapag naiintindihan mo na ang tatlong ‘yon.
Ang huling lesson, tungkol sa testing, ang magpapa-rehire sa’yo.
Lessons
- Lesson 1 Completed: How Workflows Actually WorkPaano Talaga Gumagana ang Workflows Describe any automation as trigger → (filter) → actionsIlarawan ang kahit anong automation bilang trigger → (filter) → actions
- Lesson 2 Completed: Workflow TriggersMga Workflow Trigger Choose the right trigger for a described business eventPiliin ang tamang trigger para sa nilarawang business event
- Lesson 3 Completed: Workflow ActionsMga Workflow Action Choose the right action for what a client actually asked forPiliin ang tamang action para sa talagang hiningi ng client
- Lesson 4 Completed: Filters and If/Else BranchesFilters at If/Else Branches Know when to use a trigger filter and when to use an If/Else branchMalaman kung kailan gagamit ng trigger filter at kailan ng If/Else branch
- Lesson 5 Completed: Wait Steps and Getting Timing RightWait Steps at Pagtama ng Timing Add a time delay between actionsMagdagdag ng time delay sa pagitan ng actions
- Lesson 6 Completed: Testing a Workflow Before It Goes LivePag-test ng Workflow Bago I-live Write a test plan before you testGumawa ng test plan bago mag-test
When you finish this modulePagkatapos ng module na ’to
"I can build and test an automation that does something a business would pay for.Kaya kong mag-build at mag-test ng automation na may ginagawang babayaran ng business."
Practice for this modulePractice para sa module na ’to
- Practice task Your First Working WorkflowAng Una Mong Gumaganang Workflow Build a workflow that notifies the team, tags the contact and creates an opportunity when the inquiry form is submitted.Gumawa ng workflow na nagno-notify sa team, nagta-tag sa contact at gumagawa ng opportunity kapag na-submit ang inquiry form.
- Client scenario The Territory Routing RequestAng Request na Territory Routing The brief is incomplete. "A big one" is undefined, and you must notice that and ask, not guess. Asking the right clarifying question is the skill. Kulang ang brief. Hindi nilinaw ang "malaking lead", at dapat mo itong mapansin at itanong, hindi hulaan. Ang pagtatanong ng tamang clarifying question ang skill.
- Client scenario The Lead That Went ColdAng Lead na Lumamig The professionally correct answer starts with "here's what we should check first" — consent. A VA who raises compliance without being asked looks senior. Nagsisimula ang professionally tamang sagot sa "ito muna ang dapat nating i-check" — consent. Mukhang senior ang VA na nagtataas ng compliance nang hindi tinatanong.