A workflow in MONDAi is a rule: when this happens, do this. When a contact submits a form, send a welcome email. When a tag is added, start a nurture sequence. When an appointment is booked, send a confirmation. Every workflow is built from the same two building blocks: a trigger and one or more actions.

The automation engine inside MONDAi runs on GoHighLevel's workflow infrastructure — one of the most powerful in the industry, used at scale by agencies and creators worldwide.

Workflow Anatomy

Trigger: the event that starts the workflow. One trigger per workflow.
Actions: everything that happens after. One email or a full multi-week sequence with delays, conditions, and multiple channels.

Steps

1
Go to Automation → Workflows
2
Click Create Workflow
Select Start from Scratch or choose a template.
3
Name the workflow clearly
Use a descriptive name: "New Lead — Welcome Sequence" or "Purchase — Course Access + Email".
4
Set your trigger
Click Add New Trigger. Choose the event — form submission, tag applied, appointment booked, order placed.
5
Add your first action
Click the + after the trigger. Choose: Send Email, Send SMS, Add Tag, Wait, Add to Pipeline.
6
Continue adding actions to build the sequence
7
Toggle status to Active
A workflow in Draft does not run.
8
Test with a single contact before going live
See How to Test a Workflow Before Activating.
Video WalkthroughAutomation → Workflows → Create Workflow — setting a trigger, adding email and wait actions, naming the workflow, toggling from Draft to Active

Common Mistakes

  • Leaving the workflow in Draft — it does not run until Active.
  • Using vague workflow names.
  • Building complex workflows without testing first.
  • Forgetting Wait steps between emails — without them, all actions fire simultaneously.

Next Steps

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