St. Pierre GoHighLevel Workflow Rebuild Guide 2026-06-25 · draft from Loom extraction

Objective

Let another builder rebuild the GHL workflows and funnel logic from your Loom.

Why it matters

Turns founder-only GHL knowledge into a repeatable St. Pierre setup asset.

You need to

Review unreadable fields - 10 min

Source

GoHighLevel Workflow Setup and Funnel Logic.mp4 · 17 workflows extracted

Fields To Review needs you

★ Default: use this guide as-is, then verify only the rows below inside GHL before handing it to a builder.

Workflow	Action	Field	Timestamp	Issue
Qualify Sales Pipeline Trigger	Move to Unqualified Stage	Opportunity Name	03:24	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Unqualified Stage	Opportunity Source	03:24	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Unqualified Stage	Opportunity Value	03:24	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Unconfirmed Stage	Opportunity Name	03:29	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Unconfirmed Stage	Opportunity Source	03:29	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Unconfirmed Stage	Opportunity Value	03:29	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to 300 Stage	Opportunity Name	03:33	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to 300 Stage	Opportunity Source	03:33	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to 300 Stage	Opportunity Value	03:33	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Unqualified Stage	Opportunity Name	03:37	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Unqualified Stage	Opportunity Source	03:37	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Unqualified Stage	Opportunity Value	03:37	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Unconfirmed Stage	Opportunity Name	03:40	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Unconfirmed Stage	Opportunity Source	03:40	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Unconfirmed Stage	Opportunity Value	03:40	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Long Term Nurture Stage	Opportunity Name	03:44	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Long Term Nurture Stage	Opportunity Source	03:44	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Long Term Nurture Stage	Opportunity Value	03:44	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Long Term Nurture Stage	Opportunity Name	03:48	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Long Term Nurture Stage	Opportunity Source	03:48	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Long Term Nurture Stage	Opportunity Value	03:48	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Qualified Stage	Opportunity Name	03:51	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Qualified Stage	Opportunity Source	03:51	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Qualified Stage	Opportunity Value	03:51	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Qualified Stage	Opportunity Name	03:53	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Qualified Stage	Opportunity Source	03:53	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Qualified Stage	Opportunity Value	03:53	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Confirmed Stage	Opportunity Name	03:55	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Confirmed Stage	Opportunity Source	03:55	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Confirmed Stage	Opportunity Value	03:55	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Confirmed Stage	Opportunity Name	03:57	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Confirmed Stage	Opportunity Source	03:57	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to Confirmed Stage	Opportunity Value	03:57	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to No Show Stage	Opportunity Name	03:59	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to No Show Stage	Opportunity Source	03:59	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Qualify Sales Pipeline Trigger	Move to No Show Stage	Opportunity Value	03:59	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
CS: Onboard Sales Call Live Chat	Create Opportunity	Lead Value	01:19	The value is obscured by the mouse cursor.
Standard - Qualified Lead Automation	Email Contact	From Name	00:54	Low confidence, incomplete, or not readable in recording.
Standard - Qualified Lead Automation	Email Contact	From Email	00:54	Low confidence, incomplete, or not readable in recording.
Standard - Qualified Lead Automation	Email Contact	To Email	00:54	Low confidence, incomplete, or not readable in recording.
Standard - Qualified Lead Automation	Email Contact	Subject	00:54	Low confidence, incomplete, or not readable in recording.
Standard - Qualified Lead Automation	Email Contact	Template	00:54	Low confidence, incomplete, or not readable in recording.
Standard - Qualified Lead Automation	Create Opportunity	Pipeline	01:02	Low confidence, incomplete, or not readable in recording.
Standard - Qualified Lead Automation	Create Opportunity	Pipeline Stage	01:02	Low confidence, incomplete, or not readable in recording.
Standard - Qualified Lead Automation	Create Opportunity	Opportunity Name	01:02	Low confidence, incomplete, or not readable in recording.
Standard - Qualified Lead Automation	Create Opportunity	Lead Value	01:02	Low confidence, incomplete, or not readable in recording.
Standard - Qualified Lead Automation	Create Opportunity	Source	01:02	Low confidence, incomplete, or not readable in recording.
Standard - Qualified Lead Automation	Create Opportunity	Assigned To	01:02	Low confidence, incomplete, or not readable in recording.
Standard - Qualified Lead Automation	Create Opportunity	Contact	01:02	Low confidence, incomplete, or not readable in recording.
Standard - Qualified Lead Automation	Create Opportunity	Company	01:02	Low confidence, incomplete, or not readable in recording.
Qualified Tag - Add Unqualified Users	Create Opportunity	Pipeline	02:46	Low confidence, incomplete, or not readable in recording.
Qualified Tag - Add Unqualified Users	Create Opportunity	Pipeline Stage	02:46	Low confidence, incomplete, or not readable in recording.
Qualified Tag - Add Unqualified Users	Create Opportunity	Opportunity Name	02:46	Low confidence, incomplete, or not readable in recording.
Qualified Tag - Add Unqualified Users	Create Opportunity	Lead Value	02:46	Low confidence, incomplete, or not readable in recording.
Qualified Tag - Add Unqualified Users	Create Opportunity	Source	02:46	Low confidence, incomplete, or not readable in recording.
Qualified Tag - Add Unqualified Users	Create Opportunity	Assigned To	02:46	Low confidence, incomplete, or not readable in recording.
Qualified Tag - Add Unqualified Users	Create Opportunity	Contact	02:46	Low confidence, incomplete, or not readable in recording.
Qualified Tag - Add Unqualified Users	Create Opportunity	Company	02:46	Low confidence, incomplete, or not readable in recording.
+4 App Transfer Tracking	Create/Update Opportunity	Lead Value	02:42	Low confidence, incomplete, or not readable in recording.
+4 App Transfer Tracking	Create/Update Opportunity	Source	02:42	Low confidence, incomplete, or not readable in recording.
+4 App Transfer Tracking	Create/Update Opportunity	Assigned User	02:42	Low confidence, incomplete, or not readable in recording.
+4 App Transfer Tracking	Create/Update Opportunity	Company	02:42	Low confidence, incomplete, or not readable in recording.
Qualified Lead Tracking (12:00-16:00 variant)	Create/Update Opportunity	Lead Value	03:11	Low confidence, incomplete, or not readable in recording.
Qualified Lead Tracking (12:00-16:00 variant)	Create/Update Opportunity	Source	03:11	Low confidence, incomplete, or not readable in recording.
Qualified Lead Tracking (12:00-16:00 variant)	Create/Update Opportunity	Assigned User	03:11	Low confidence, incomplete, or not readable in recording.
Qualified Lead Tracking (12:00-16:00 variant)	Create/Update Opportunity	Company	03:11	Low confidence, incomplete, or not readable in recording.
V2 Qualified Lead Tracking	Send Email	Message	16:00	Action area was opened but field text was not readable.
V2 Qualified Lead Tracking	GPT Processing Update	Message	16:06	Action area was opened but field text was not readable.
Segment review		fast/unreadable section	16:00	The 'Message' field content for the 'Send Email' action is not readable.
Segment review		fast/unreadable section	16:06	The 'Message' field content for the 'GPT Processing Update' action is not readable.
Segment review		fast/unreadable section	17:11	The 'Bot Description' field for 'Copy - Qualifier Ai v2' is very long and only partially readable. The full text is inferred from the visible parts and common AI bot prompts.
Segment review		fast/unreadable section	17:11	The 'Additional Information' field for 'Copy - Qualifier Ai v2' is very long and only partially readable. The full text is inferred from the visible parts and common AI bot prompts.
Segment review		fast/unreadable section	17:11	The 'Response Settings' section is visible but the specific options are not clearly readable.
Segment review		fast/unreadable section	17:11	The 'Pricing' section is visible but the specific details are not clearly readable.
Segment review		fast/unreadable section	17:36	The 'Knowledge Base Triggers' section is visible but the specific trigger details are not clearly readable.
Segment review		fast/unreadable section	17:41	The 'Additional Information' field in the 'Bot Goals' tab is very long and only partially readable. The full text is inferred from the visible parts and common AI bot prompts.
Segment review		fast/unreadable section	17:41	The 'Prompt' field in the 'Bot Goals' tab is very long and only partially readable. The full text is inferred from the visible parts and common AI bot prompts.
Segment review		fast/unreadable section	17:41	The 'Additional Information' field in the 'Bot Goals' tab is very long and only partially readable. The full text is inferred from the visible parts and common AI bot prompts.
Segment review		fast/unreadable section	17:41	The 'Additional Information' field in the 'Bot Goals' tab is very long and only partially readable. The full text is inferred from the visible parts and common AI bot prompts.
Segment review		fast/unreadable section	17:41	The 'Additional Information' field in the 'Bot Goals' tab is very long and only partially readable. The full text is inferred from the visible parts and common AI bot prompts.
Segment review		fast/unreadable section	17:41	The 'Additional Information' field in the 'Bot Goals' tab is very long and only partially readable. The full text is inferred from the visible parts and common AI bot prompts.
Segment review		fast/unreadable section	17:41	The 'Additional Information' field in the 'Bot Goals' tab is very long and only partially readable. The full text is inferred from the visible parts and common AI bot prompts.
Segment review		fast/unreadable section	17:41	The 'Additional Information' field in the 'Bot Goals' tab is very long and only partially readable. The full text is inferred from the visible parts and common AI bot prompts.
Segment review		fast/unreadable section	17:41	The 'Additional Information' field in the 'Bot Goals' tab is very long and only partially readable. The full text is inferred from the visible parts and common AI bot prompts.
Segment review		fast/unreadable section	17:41	The 'Additional Information' field in the 'Bot Goals' tab is very long and only partially readable. The full text is inferred from the visible parts and common AI bot prompts.
Segment review		fast/unreadable section	17:41	The 'Additional Information' field in the 'Bot Goals' tab is very long and only partially readable. The full text is inferred from the visible parts and common AI bot prompts.
Segment review		fast/unreadable section	17:41	The 'Additional Information' field in the 'Bot Goals' tab is very long and only partially readable.
Lead Gen	ManyChat Trigger Setup	Trigger Word	24:03	Implied by 'ManyChat trigger word', but the specific word is not visible.

Build Order no action

#	Name	Type	Why this order
1	Sales Call Calendar	calendar	Create/check before workflows that reference it.
2	Assigned User	custom_field	Create/check before workflows that reference it.
3	City	custom_field	Create/check before workflows that reference it.
4	Comment	custom_field	Create/check before workflows that reference it.
5	GPT Personality	custom_field	Create/check before workflows that reference it.
6	GPT Users	custom_field	Create/check before workflows that reference it.
7	Location	custom_field	Create/check before workflows that reference it.
8	Name	custom_field	Create/check before workflows that reference it.
9	Phone #	custom_field	Create/check before workflows that reference it.
10	Project Type	custom_field	Create/check before workflows that reference it.
11	Verified First Message	custom_field	Create/check before workflows that reference it.
12	Zip Code	custom_field	Create/check before workflows that reference it.
13	city	custom_field	Create/check before workflows that reference it.
14	custom_values.business_name	custom_field	Create/check before workflows that reference it.
15	custom_values.business_phone	custom_field	Create/check before workflows that reference it.
16	custom_values.niche	custom_field	Create/check before workflows that reference it.
17	custom_values.service_zip	custom_field	Create/check before workflows that reference it.
18	custom_values.website_url	custom_field	Create/check before workflows that reference it.
19	custom_values.business_name	custom_value	Create/check before workflows that reference it.
20	custom_values.business_phone	custom_value	Create/check before workflows that reference it.
21	custom_values.niche	custom_value	Create/check before workflows that reference it.
22	custom_values.service_zip	custom_value	Create/check before workflows that reference it.
23	custom_values.website_url	custom_value	Create/check before workflows that reference it.
24	App Transfer Tag (tag)	dependency	Create/check before workflows that reference it.
25	City (custom field)	dependency	Create/check before workflows that reference it.
26	Comment (custom field)	dependency	Create/check before workflows that reference it.
27	Custom Field: GPT Personality	dependency	Create/check before workflows that reference it.
28	Custom Field: GPT Users	dependency	Create/check before workflows that reference it.
29	GPT Status (tag/custom field)	dependency	Create/check before workflows that reference it.
30	Google Sheets integration	dependency	Create/check before workflows that reference it.
31	Lead Transfer Tag (tag)	dependency	Create/check before workflows that reference it.
32	Location (custom field)	dependency	Create/check before workflows that reference it.
33	Loom video	dependency	Create/check before workflows that reference it.
34	ManyChat	dependency	Create/check before workflows that reference it.
35	Micro-magnet content	dependency	Create/check before workflows that reference it.
36	NEW LEAD (pipeline stage)	dependency	Create/check before workflows that reference it.
37	Name (custom field)	dependency	Create/check before workflows that reference it.
38	Phone # (custom field)	dependency	Create/check before workflows that reference it.
39	Project Type (custom field)	dependency	Create/check before workflows that reference it.
40	Qualified Lead Tag (tag)	dependency	Create/check before workflows that reference it.
41	Qualified Lead Transferred Email (email template)	dependency	Create/check before workflows that reference it.
42	Sales Pipeline	dependency	Create/check before workflows that reference it.
43	Social Media Post	dependency	Create/check before workflows that reference it.
44	Stripe integration	dependency	Create/check before workflows that reference it.
45	USER TRANSFER LEAD TRANSFER (pipeline)	dependency	Create/check before workflows that reference it.
46	Verified First Message (custom field)	dependency	Create/check before workflows that reference it.
47	Zip Code (custom field)	dependency	Create/check before workflows that reference it.
48	appointment.calendar_link	dependency	Create/check before workflows that reference it.
49	appointment.start_date	dependency	Create/check before workflows that reference it.
50	appointment.start_time	dependency	Create/check before workflows that reference it.
51	appointment.title	dependency	Create/check before workflows that reference it.
52	city	dependency	Create/check before workflows that reference it.
53	contact.comment (contact field)	dependency	Create/check before workflows that reference it.
54	contact.email (contact field)	dependency	Create/check before workflows that reference it.
55	contact.id (contact field)	dependency	Create/check before workflows that reference it.
56	contact.location (contact field)	dependency	Create/check before workflows that reference it.
57	contact.name	dependency	Create/check before workflows that reference it.
58	contact.name (contact field)	dependency	Create/check before workflows that reference it.
59	contact.phone (contact field)	dependency	Create/check before workflows that reference it.
60	contact.project_type (contact field)	dependency	Create/check before workflows that reference it.
61	contact.referrer (contact field)	dependency	Create/check before workflows that reference it.
62	contact.url (contact field)	dependency	Create/check before workflows that reference it.
63	contact.utm_campaign (contact field)	dependency	Create/check before workflows that reference it.
64	contact.utm_content (contact field)	dependency	Create/check before workflows that reference it.
65	contact.utm_medium (contact field)	dependency	Create/check before workflows that reference it.
66	contact.utm_source (contact field)	dependency	Create/check before workflows that reference it.
67	contact.utm_term (contact field)	dependency	Create/check before workflows that reference it.
68	contact.zip_code (contact field)	dependency	Create/check before workflows that reference it.
69	custom_field: assigned_user	dependency	Create/check before workflows that reference it.
70	custom_field: booking_source	dependency	Create/check before workflows that reference it.
71	custom_values.business_name	dependency	Create/check before workflows that reference it.
72	custom_values.business_phone	dependency	Create/check before workflows that reference it.
73	custom_values.niche	dependency	Create/check before workflows that reference it.
74	custom_values.service_zip	dependency	Create/check before workflows that reference it.
75	custom_values.website_url	dependency	Create/check before workflows that reference it.
76	form_submission.message (workflow variable)	dependency	Create/check before workflows that reference it.
77	opportunity.link	dependency	Create/check before workflows that reference it.
78	pipeline stage: 300	dependency	Create/check before workflows that reference it.
79	pipeline stage: Confirmed	dependency	Create/check before workflows that reference it.
80	pipeline stage: Long Term Nurture	dependency	Create/check before workflows that reference it.
81	pipeline stage: No Show	dependency	Create/check before workflows that reference it.
82	pipeline stage: Qualified	dependency	Create/check before workflows that reference it.
83	pipeline stage: Unconfirmed	dependency	Create/check before workflows that reference it.
84	pipeline stage: Unqualified	dependency	Create/check before workflows that reference it.
85	pipeline: Sales CRM - Inbound	dependency	Create/check before workflows that reference it.
86	steps.1-extract-client-info.phone_number (workflow variable)	dependency	Create/check before workflows that reference it.
87	steps.10-extract-project-type.project_type (workflow variable)	dependency	Create/check before workflows that reference it.
88	steps.11-extract-comment.comment (workflow variable)	dependency	Create/check before workflows that reference it.
89	steps.2-extract-location.location (workflow variable)	dependency	Create/check before workflows that reference it.
90	steps.3-extract-zip-code.zip_code (workflow variable)	dependency	Create/check before workflows that reference it.
91	steps.4-extract-city.city (workflow variable)	dependency	Create/check before workflows that reference it.
92	steps.5-extract-project-type.project_type (workflow variable)	dependency	Create/check before workflows that reference it.
93	steps.6-extract-comment.comment (workflow variable)	dependency	Create/check before workflows that reference it.
94	steps.7-extract-client-name.name (workflow variable)	dependency	Create/check before workflows that reference it.
95	steps.8-extract-project-type.project_type (workflow variable)	dependency	Create/check before workflows that reference it.
96	steps.9-extract-comment.comment (workflow variable)	dependency	Create/check before workflows that reference it.
97	tag: Inbound - 300	dependency	Create/check before workflows that reference it.
98	tag: Inbound - Confirmed	dependency	Create/check before workflows that reference it.
99	tag: Inbound - Long Term Nurture	dependency	Create/check before workflows that reference it.
100	tag: Inbound - No Show	dependency	Create/check before workflows that reference it.
101	tag: Inbound - Qualified	dependency	Create/check before workflows that reference it.
102	tag: Inbound - Unconfirmed	dependency	Create/check before workflows that reference it.
103	tag: Inbound - Unqualified	dependency	Create/check before workflows that reference it.
104	tag: Sales Call Booked	dependency	Create/check before workflows that reference it.
105	tags	dependency	Create/check before workflows that reference it.
106	workflow.form_submission.date (workflow variable)	dependency	Create/check before workflows that reference it.
107	workflow.form_submission.form_name (workflow variable)	dependency	Create/check before workflows that reference it.
108	workflow.form_submission.message (workflow variable)	dependency	Create/check before workflows that reference it.
109	workflow.form_submission.time (workflow variable)	dependency	Create/check before workflows that reference it.
110	Qualified Lead Transferred Email	email_template	Create/check before workflows that reference it.
111	Customer Registration Form	form	Create/check before workflows that reference it.
112	Weekly Loan Transfer Tracking Form V2	form	Create/check before workflows that reference it.
113	Google Sheets	integration	Create/check before workflows that reference it.
114	ManyChat	integration	Create/check before workflows that reference it.
115	Stripe	integration	Create/check before workflows that reference it.
116	Loom video	other	Create/check before workflows that reference it.
117	Social Media Post	other	Create/check before workflows that reference it.
118	Sales CRM - Inbound	pipeline	Create/check before workflows that reference it.
119	Sales Pipeline	pipeline	Create/check before workflows that reference it.
120	USER TRANSFER LEAD TRANSFER	pipeline	Create/check before workflows that reference it.
121	300	pipeline stage	Create/check before workflows that reference it.
122	Confirmed	pipeline stage	Create/check before workflows that reference it.
123	Long Term Nurture	pipeline stage	Create/check before workflows that reference it.
124	NEW LEAD	pipeline stage	Create/check before workflows that reference it.
125	New Lead	pipeline stage	Create/check before workflows that reference it.
126	No Show	pipeline stage	Create/check before workflows that reference it.
127	Qualified	pipeline stage	Create/check before workflows that reference it.
128	Responded	pipeline stage	Create/check before workflows that reference it.
129	Unconfirmed	pipeline stage	Create/check before workflows that reference it.
130	Unqualified	pipeline stage	Create/check before workflows that reference it.
131	NEW LEAD	pipeline_stage	Create/check before workflows that reference it.
132	App Transfer Tag	tag	Create/check before workflows that reference it.
133	GPT Status	tag	Create/check before workflows that reference it.
134	Inbound - 300	tag	Create/check before workflows that reference it.
135	Inbound - Confirmed	tag	Create/check before workflows that reference it.
136	Inbound - Long Term Nurture	tag	Create/check before workflows that reference it.
137	Inbound - No Show	tag	Create/check before workflows that reference it.
138	Inbound - Qualified	tag	Create/check before workflows that reference it.
139	Inbound - Responded	tag	Create/check before workflows that reference it.
140	Inbound - SQL	tag	Create/check before workflows that reference it.
141	Inbound - Unconfirmed	tag	Create/check before workflows that reference it.
142	Inbound - Unqualified	tag	Create/check before workflows that reference it.
143	Lead	tag	Create/check before workflows that reference it.
144	Lead Transfer Tag	tag	Create/check before workflows that reference it.
145	Qualified	tag	Create/check before workflows that reference it.
146	Qualified Lead Tag	tag	Create/check before workflows that reference it.
147	Transferred	tag	Create/check before workflows that reference it.
148	Unqualified	tag	Create/check before workflows that reference it.
149	Qualify Sales Pipeline Trigger	workflow	Build after shared tags, fields, calendars, pipelines, and integrations exist.
150	CS: Onboard Sales Call Live Chat	workflow	Build after shared tags, fields, calendars, pipelines, and integrations exist.
151	Standard - Qualified Lead Automation	workflow	Build after shared tags, fields, calendars, pipelines, and integrations exist.
152	Qualified Lead Tracking	workflow	Build after shared tags, fields, calendars, pipelines, and integrations exist.
153	Qualified Tag - Add Unqualified Users	workflow	Build after shared tags, fields, calendars, pipelines, and integrations exist.
154	Manual Transfer Tracking	workflow	Build after shared tags, fields, calendars, pipelines, and integrations exist.
155	+4 App Transfer Tracking	workflow	Build after shared tags, fields, calendars, pipelines, and integrations exist.
156	Qualified Lead Tracking (12:00-16:00 variant)	workflow	Build after shared tags, fields, calendars, pipelines, and integrations exist.
157	V2 Qualified Lead Tracking	workflow	Build after shared tags, fields, calendars, pipelines, and integrations exist.
158	Auto follow-up	workflow	Build after shared tags, fields, calendars, pipelines, and integrations exist.
159	Stop Bot	workflow	Build after shared tags, fields, calendars, pipelines, and integrations exist.
160	Knowledge Base - Key Responses 1776171435817 (FAQs)	workflow	Build after shared tags, fields, calendars, pipelines, and integrations exist.
161	Lead Gen	workflow	Build after shared tags, fields, calendars, pipelines, and integrations exist.
162	Nurture	workflow	Build after shared tags, fields, calendars, pipelines, and integrations exist.
163	Conversion	workflow	Build after shared tags, fields, calendars, pipelines, and integrations exist.
164	Retention	workflow	Build after shared tags, fields, calendars, pipelines, and integrations exist.
165	Ascension	workflow	Build after shared tags, fields, calendars, pipelines, and integrations exist.

Workflow Setup Guide reference only

1. Qualify Sales Pipeline Trigger published

Purpose

To qualify leads and manage their progression through the 'Sales CRM - Inbound' pipeline by adding specific tags and creating/updating opportunities based on contact tag changes or pipeline stage changes.

Timestamps

00:00-04:00

Trigger type

Multiple Triggers (Contact Tag, Pipeline Stage Changed)

Trigger confidence

high

Trigger Setup Text

Multiple triggers are configured to initiate this workflow, including various 'Contact Tag' additions and 'Pipeline Stage Changed' events within the 'Sales CRM - Inbound' pipeline.

Logic

The workflow starts with 16 distinct triggers. Upon activation by any of these triggers, the contact enters a central 'Condition' (If/Else) action.
The 'Condition' action evaluates which specific trigger initiated the workflow and then directs the contact to a corresponding branch.
Each branch contains two actions: first, adding a specific contact tag, and second, creating or updating an opportunity in the 'Sales CRM - Inbound' pipeline to a designated stage.

Actions

1. Condition If/Else

Purpose

To determine which specific tag or pipeline stage change triggered the workflow and route the contact to the appropriate subsequent actions.

Timestamps

01:33

Fields

Field	Exact value	Source	Confidence	Notes
Action Name	Condition	screen	high

Conditions

Condition	Exact rule	Destination
Branch	If trigger is: Contact Tag - Inbound - Unqualified	Add Tag: Inbound - Unqualified -> Move to Unqualified Stage
Branch	If trigger is: Contact Tag - Inbound - Unconfirmed	Add Tag: Inbound - Unconfirmed -> Move to Unconfirmed Stage
Branch	If trigger is: Contact Tag - Inbound - 300	Add Tag: Inbound - 300 -> Move to 300 Stage
Branch	If trigger is: Pipeline Stage Changed - Unqualified	Add Tag: Inbound - Unqualified -> Move to Unqualified Stage
Branch	If trigger is: Pipeline Stage Changed - Unconfirmed	Add Tag: Inbound - Unconfirmed -> Move to Unconfirmed Stage
Branch	If trigger is: Pipeline Stage Changed - Long Term Nurture	Add Tag: Inbound - Long Term Nurture -> Move to Long Term Nurture Stage
Branch	If trigger is: Pipeline Stage Changed - Long Term Nurture	Add Tag: Inbound - Long Term Nurture -> Move to Long Term Nurture Stage
Branch	If trigger is: Contact Tag - Inbound - Qualified	Add Tag: Inbound - Qualified -> Move to Qualified Stage
Branch	If trigger is: Pipeline Stage Changed - Qualified	Add Tag: Inbound - Qualified -> Move to Qualified Stage
Branch	If trigger is: Contact Tag - Inbound - Confirmed	Add Tag: Inbound - Confirmed -> Move to Confirmed Stage
Branch	If trigger is: Pipeline Stage Changed - Confirmed	Add Tag: Inbound - Confirmed -> Move to Confirmed Stage
Branch	If trigger is: Contact Tag - Inbound - No Show	Add Tag: Inbound - No Show -> Move to No Show Stage
Branch	If trigger is: Pipeline Stage Changed - No Show	Add Tag: Inbound - No Show -> Move to No Show Stage

Dependencies

tags
pipeline: Sales CRM - Inbound

Unreadable fields

None captured.

2. Add Tag: Inbound - Unqualified Add Contact Tag

Purpose

Adds the 'Inbound - Unqualified' tag to the contact.

Timestamps

03:22

Fields

Field	Exact value	Source	Confidence	Notes
Tag	Inbound - Unqualified	screen	high

Conditions

No branch conditions captured.

Dependencies

tag: Inbound - Unqualified

Unreadable fields

None captured.

3. Move to Unqualified Stage Create/Update Opportunity

Purpose

Creates or updates an opportunity for the contact in the 'Sales CRM - Inbound' pipeline, setting its stage to 'Unqualified'.

Timestamps

03:24

Fields

Field	Exact value	Source	Confidence	Notes
Pipeline	Sales CRM - Inbound	screen	high
Pipeline Stage	Unqualified	screen	high
Opportunity Name	[not readable in recording]	screen	low	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Opportunity Source	[not readable in recording]	screen	low	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Opportunity Value	[not readable in recording]	screen	low	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Status	Open	screen	high
Allow duplicate opportunity	False	screen	high
Allow opportunity to move backwards	False	screen	high

Conditions

No branch conditions captured.

Dependencies

pipeline: Sales CRM - Inbound
pipeline stage: Unqualified

Unreadable fields

None captured.

4. Add Tag: Inbound - Unconfirmed Add Contact Tag

Purpose

Adds the 'Inbound - Unconfirmed' tag to the contact.

Timestamps

03:27

Fields

Field	Exact value	Source	Confidence	Notes
Tag	Inbound - Unconfirmed	screen	high

Conditions

No branch conditions captured.

Dependencies

tag: Inbound - Unconfirmed

Unreadable fields

None captured.

5. Move to Unconfirmed Stage Create/Update Opportunity

Purpose

Creates or updates an opportunity for the contact in the 'Sales CRM - Inbound' pipeline, setting its stage to 'Unconfirmed'.

Timestamps

03:29

Fields

Field	Exact value	Source	Confidence	Notes
Pipeline	Sales CRM - Inbound	screen	high
Pipeline Stage	Unconfirmed	screen	high
Opportunity Name	[not readable in recording]	screen	low	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Opportunity Source	[not readable in recording]	screen	low	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Opportunity Value	[not readable in recording]	screen	low	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Status	Open	screen	high
Allow duplicate opportunity	False	screen	high
Allow opportunity to move backwards	False	screen	high

Conditions

No branch conditions captured.

Dependencies

pipeline: Sales CRM - Inbound
pipeline stage: Unconfirmed

Unreadable fields

None captured.

6. Add Tag: Inbound - 300 Add Contact Tag

Purpose

Adds the 'Inbound - 300' tag to the contact.

Timestamps

03:31

Fields

Field	Exact value	Source	Confidence	Notes
Tag	Inbound - 300	screen	high

Conditions

No branch conditions captured.

Dependencies

tag: Inbound - 300

Unreadable fields

None captured.

7. Move to 300 Stage Create/Update Opportunity

Purpose

Creates or updates an opportunity for the contact in the 'Sales CRM - Inbound' pipeline, setting its stage to '300'.

Timestamps

03:33

Fields

Field	Exact value	Source	Confidence	Notes
Pipeline	Sales CRM - Inbound	screen	high
Pipeline Stage	300	screen	high
Opportunity Name	[not readable in recording]	screen	low	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Opportunity Source	[not readable in recording]	screen	low	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Opportunity Value	[not readable in recording]	screen	low	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Status	Open	screen	high
Allow duplicate opportunity	False	screen	high
Allow opportunity to move backwards	False	screen	high

Conditions

No branch conditions captured.

Dependencies

pipeline: Sales CRM - Inbound
pipeline stage: 300

Unreadable fields

None captured.

8. Add Tag: Inbound - Unqualified Add Contact Tag

Purpose

Adds the 'Inbound - Unqualified' tag to the contact.

Timestamps

03:35

Fields

Field	Exact value	Source	Confidence	Notes
Tag	Inbound - Unqualified	screen	high

Conditions

No branch conditions captured.

Dependencies

tag: Inbound - Unqualified

Unreadable fields

None captured.

9. Move to Unqualified Stage Create/Update Opportunity

Purpose

Creates or updates an opportunity for the contact in the 'Sales CRM - Inbound' pipeline, setting its stage to 'Unqualified'.

Timestamps

03:37

Fields

Field	Exact value	Source	Confidence	Notes
Pipeline	Sales CRM - Inbound	screen	high
Pipeline Stage	Unqualified	screen	high
Opportunity Name	[not readable in recording]	screen	low	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Opportunity Source	[not readable in recording]	screen	low	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Opportunity Value	[not readable in recording]	screen	low	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Status	Open	screen	high
Allow duplicate opportunity	False	screen	high
Allow opportunity to move backwards	False	screen	high

Conditions

No branch conditions captured.

Dependencies

pipeline: Sales CRM - Inbound
pipeline stage: Unqualified

Unreadable fields

None captured.

10. Add Tag: Inbound - Unconfirmed Add Contact Tag

Purpose

Adds the 'Inbound - Unconfirmed' tag to the contact.

Timestamps

03:38

Fields

Field	Exact value	Source	Confidence	Notes
Tag	Inbound - Unconfirmed	screen	high

Conditions

No branch conditions captured.

Dependencies

tag: Inbound - Unconfirmed

Unreadable fields

None captured.

11. Move to Unconfirmed Stage Create/Update Opportunity

Purpose

Creates or updates an opportunity for the contact in the 'Sales CRM - Inbound' pipeline, setting its stage to 'Unconfirmed'.

Timestamps

03:40

Fields

Field	Exact value	Source	Confidence	Notes
Pipeline	Sales CRM - Inbound	screen	high
Pipeline Stage	Unconfirmed	screen	high
Opportunity Name	[not readable in recording]	screen	low	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Opportunity Source	[not readable in recording]	screen	low	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Opportunity Value	[not readable in recording]	screen	low	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Status	Open	screen	high
Allow duplicate opportunity	False	screen	high
Allow opportunity to move backwards	False	screen	high

Conditions

No branch conditions captured.

Dependencies

pipeline: Sales CRM - Inbound
pipeline stage: Unconfirmed

Unreadable fields

None captured.

12. Add Tag: Inbound - Long Term Nurture Add Contact Tag

Purpose

Adds the 'Inbound - Long Term Nurture' tag to the contact.

Timestamps

03:42

Fields

Field	Exact value	Source	Confidence	Notes
Tag	Inbound - Long Term Nurture	screen	high

Conditions

No branch conditions captured.

Dependencies

tag: Inbound - Long Term Nurture

Unreadable fields

None captured.

13. Move to Long Term Nurture Stage Create/Update Opportunity

Purpose

Creates or updates an opportunity for the contact in the 'Sales CRM - Inbound' pipeline, setting its stage to 'Long Term Nurture'.

Timestamps

03:44

Fields

Field	Exact value	Source	Confidence	Notes
Pipeline	Sales CRM - Inbound	screen	high
Pipeline Stage	Long Term Nurture	screen	high
Opportunity Name	[not readable in recording]	screen	low	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Opportunity Source	[not readable in recording]	screen	low	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Opportunity Value	[not readable in recording]	screen	low	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Status	Open	screen	high
Allow duplicate opportunity	False	screen	high
Allow opportunity to move backwards	False	screen	high

Conditions

No branch conditions captured.

Dependencies

pipeline: Sales CRM - Inbound
pipeline stage: Long Term Nurture

Unreadable fields

None captured.

14. Add Tag: Inbound - Long Term Nurture Add Contact Tag

Purpose

Adds the 'Inbound - Long Term Nurture' tag to the contact. (This action is part of a duplicate branch for 'Long Term Nurture' trigger.)

Timestamps

03:46

Fields

Field	Exact value	Source	Confidence	Notes
Tag	Inbound - Long Term Nurture	screen	high

Conditions

No branch conditions captured.

Dependencies

tag: Inbound - Long Term Nurture

Unreadable fields

None captured.

15. Move to Long Term Nurture Stage Create/Update Opportunity

Purpose

Creates or updates an opportunity for the contact in the 'Sales CRM - Inbound' pipeline, setting its stage to 'Long Term Nurture'. (This action is part of a duplicate branch for 'Long Term Nurture' trigger.)

Timestamps

03:48

Fields

Field	Exact value	Source	Confidence	Notes
Pipeline	Sales CRM - Inbound	screen	high
Pipeline Stage	Long Term Nurture	screen	high
Opportunity Name	[not readable in recording]	screen	low	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Opportunity Source	[not readable in recording]	screen	low	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Opportunity Value	[not readable in recording]	screen	low	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Status	Open	screen	high
Allow duplicate opportunity	False	screen	high
Allow opportunity to move backwards	False	screen	high

Conditions

No branch conditions captured.

Dependencies

pipeline: Sales CRM - Inbound
pipeline stage: Long Term Nurture

Unreadable fields

None captured.

16. Add Tag: Inbound - Qualified Add Contact Tag

Purpose

Adds the 'Inbound - Qualified' tag to the contact.

Timestamps

03:49

Fields

Field	Exact value	Source	Confidence	Notes
Tag	Inbound - Qualified	screen	high

Conditions

No branch conditions captured.

Dependencies

tag: Inbound - Qualified

Unreadable fields

None captured.

17. Move to Qualified Stage Create/Update Opportunity

Purpose

Creates or updates an opportunity for the contact in the 'Sales CRM - Inbound' pipeline, setting its stage to 'Qualified'.

Timestamps

03:51

Fields

Field	Exact value	Source	Confidence	Notes
Pipeline	Sales CRM - Inbound	screen	high
Pipeline Stage	Qualified	screen	high
Opportunity Name	[not readable in recording]	screen	low	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Opportunity Source	[not readable in recording]	screen	low	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Opportunity Value	[not readable in recording]	screen	low	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Status	Open	screen	high
Allow duplicate opportunity	False	screen	high
Allow opportunity to move backwards	False	screen	high

Conditions

No branch conditions captured.

Dependencies

pipeline: Sales CRM - Inbound
pipeline stage: Qualified

Unreadable fields

None captured.

18. Add Tag: Inbound - Qualified Add Contact Tag

Purpose

Adds the 'Inbound - Qualified' tag to the contact.

Timestamps

03:52

Fields

Field	Exact value	Source	Confidence	Notes
Tag	Inbound - Qualified	screen	high

Conditions

No branch conditions captured.

Dependencies

tag: Inbound - Qualified

Unreadable fields

None captured.

19. Move to Qualified Stage Create/Update Opportunity

Purpose

Creates or updates an opportunity for the contact in the 'Sales CRM - Inbound' pipeline, setting its stage to 'Qualified'.

Timestamps

03:53

Fields

Field	Exact value	Source	Confidence	Notes
Pipeline	Sales CRM - Inbound	screen	high
Pipeline Stage	Qualified	screen	high
Opportunity Name	[not readable in recording]	screen	low	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Opportunity Source	[not readable in recording]	screen	low	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Opportunity Value	[not readable in recording]	screen	low	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Status	Open	screen	high
Allow duplicate opportunity	False	screen	high
Allow opportunity to move backwards	False	screen	high

Conditions

No branch conditions captured.

Dependencies

pipeline: Sales CRM - Inbound
pipeline stage: Qualified

Unreadable fields

None captured.

20. Add Tag: Inbound - Confirmed Add Contact Tag

Purpose

Adds the 'Inbound - Confirmed' tag to the contact.

Timestamps

03:54

Fields

Field	Exact value	Source	Confidence	Notes
Tag	Inbound - Confirmed	screen	high

Conditions

No branch conditions captured.

Dependencies

tag: Inbound - Confirmed

Unreadable fields

None captured.

21. Move to Confirmed Stage Create/Update Opportunity

Purpose

Creates or updates an opportunity for the contact in the 'Sales CRM - Inbound' pipeline, setting its stage to 'Confirmed'.

Timestamps

03:55

Fields

Field	Exact value	Source	Confidence	Notes
Pipeline	Sales CRM - Inbound	screen	high
Pipeline Stage	Confirmed	screen	high
Opportunity Name	[not readable in recording]	screen	low	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Opportunity Source	[not readable in recording]	screen	low	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Opportunity Value	[not readable in recording]	screen	low	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Status	Open	screen	high
Allow duplicate opportunity	False	screen	high
Allow opportunity to move backwards	False	screen	high

Conditions

No branch conditions captured.

Dependencies

pipeline: Sales CRM - Inbound
pipeline stage: Confirmed

Unreadable fields

None captured.

22. Add Tag: Inbound - Confirmed Add Contact Tag

Purpose

Adds the 'Inbound - Confirmed' tag to the contact.

Timestamps

03:56

Fields

Field	Exact value	Source	Confidence	Notes
Tag	Inbound - Confirmed	screen	high

Conditions

No branch conditions captured.

Dependencies

tag: Inbound - Confirmed

Unreadable fields

None captured.

23. Move to Confirmed Stage Create/Update Opportunity

Purpose

Creates or updates an opportunity for the contact in the 'Sales CRM - Inbound' pipeline, setting its stage to 'Confirmed'.

Timestamps

03:57

Fields

Field	Exact value	Source	Confidence	Notes
Pipeline	Sales CRM - Inbound	screen	high
Pipeline Stage	Confirmed	screen	high
Opportunity Name	[not readable in recording]	screen	low	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Opportunity Source	[not readable in recording]	screen	low	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Opportunity Value	[not readable in recording]	screen	low	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Status	Open	screen	high
Allow duplicate opportunity	False	screen	high
Allow opportunity to move backwards	False	screen	high

Conditions

No branch conditions captured.

Dependencies

pipeline: Sales CRM - Inbound
pipeline stage: Confirmed

Unreadable fields

None captured.

24. Add Tag: Inbound - No Show Add Contact Tag

Purpose

Adds the 'Inbound - No Show' tag to the contact.

Timestamps

03:58

Fields

Field	Exact value	Source	Confidence	Notes
Tag	Inbound - No Show	screen	high

Conditions

No branch conditions captured.

Dependencies

tag: Inbound - No Show

Unreadable fields

None captured.

25. Move to No Show Stage Create/Update Opportunity

Purpose

Creates or updates an opportunity for the contact in the 'Sales CRM - Inbound' pipeline, setting its stage to 'No Show'.

Timestamps

03:59

Fields

Field	Exact value	Source	Confidence	Notes
Pipeline	Sales CRM - Inbound	screen	high
Pipeline Stage	No Show	screen	high
Opportunity Name	[not readable in recording]	screen	low	Placeholder text 'Opportunity Name' is visible, but no specific value is set.
Opportunity Source	[not readable in recording]	screen	low	Placeholder text 'Opportunity Source' is visible, but no specific value is set.
Opportunity Value	[not readable in recording]	screen	low	Placeholder text 'Opportunity Value' is visible, but no specific value is set.
Status	Open	screen	high
Allow duplicate opportunity	False	screen	high
Allow opportunity to move backwards	False	screen	high

Conditions

No branch conditions captured.

Dependencies

pipeline: Sales CRM - Inbound
pipeline stage: No Show

Unreadable fields

None captured.

26. Add Tag: Inbound - No Show Add Contact Tag

Purpose

Adds the 'Inbound - No Show' tag to the contact. (This action is part of a duplicate branch for 'No Show' trigger.)

Timestamps

04:00

Fields

Field	Exact value	Source	Confidence	Notes
Tag	Inbound - No Show	screen	high

Conditions

No branch conditions captured.

Dependencies

tag: Inbound - No Show

Unreadable fields

None captured.

Required Assets

Type	Name	Notes
tag	Inbound - Unqualified
tag	Inbound - Unconfirmed
tag	Inbound - 300
pipeline	Sales CRM - Inbound
pipeline stage	Unqualified
pipeline stage	Unconfirmed
pipeline stage	Long Term Nurture
tag	Inbound - Qualified
pipeline stage	Qualified
tag	Inbound - Confirmed
pipeline stage	Confirmed
tag	Inbound - No Show
pipeline stage	No Show
tag	Inbound - Responded
pipeline stage	Responded
tag	Inbound - SQL

Rebuild Steps

Recreate 16 triggers: 8 'Contact Tag' triggers and 8 'Pipeline Stage Changed' triggers for the 'Sales CRM - Inbound' pipeline.
Ensure 'Add to workflow' is checked and 'Allow re-entry' is unchecked for all triggers.
Create a central 'If/Else' condition with 16 branches, each corresponding to one of the initial triggers.
Within each branch, add an 'Add Contact Tag' action to apply the relevant 'Inbound - [Stage Name]' tag.
Immediately after the 'Add Contact Tag' action in each branch, add a 'Create/Update Opportunity' action.
Configure each 'Create/Update Opportunity' action to use the 'Sales CRM - Inbound' pipeline and set the 'Pipeline Stage' to match the branch's qualification (e.g., 'Unqualified', 'Confirmed', 'No Show', 'SQL').
Set 'Status' to 'Open', 'Allow duplicate opportunity' to false, and 'Allow opportunity to move backwards' to false for all 'Create/Update Opportunity' actions.
The 'Opportunity Name', 'Opportunity Source', and 'Opportunity Value' fields were not explicitly set in the recording and should be configured as needed.

Verification Steps

Create a test contact that matches the trigger and confirm tags, fields, notifications, sheets, and opportunities update as shown.

Open Questions

The exact values for 'Opportunity Name', 'Opportunity Source', and 'Opportunity Value' fields in the 'Create/Update Opportunity' actions are not visible and need to be determined.
There are two identical 'Pipeline Stage Changed - Long Term Nurture' triggers and corresponding branches (at 00:44 and 00:47, and 01:52 and 01:55 respectively). It should be verified if this is intentional or a duplicate entry.

Conflicts

None captured.

2. CS: Onboard Sales Call Live Chat published

Purpose

To automate the onboarding process for contacts who book a sales call via live chat, including creating an opportunity, sending internal notifications, and a series of follow-up emails and SMS messages.

Timestamps

04:00-08:00

Trigger type

Customer Booked Appointment

Trigger confidence

high

Trigger Setup Text

Customer Booked Appointment
Appointment Status is Confirmed
In Calendar is Sales Call Calendar
AND
Booking Source is Live Chat

Logic

The workflow starts with multiple triggers for different booking sources (Sales Call, Live Chat, FB/IG).
An 'If/Else' condition checks for a 'Sales Call Booked' tag, but both branches lead to adding the same tag, which appears redundant or a placeholder for future differentiation.
A sequence of 'Wait', 'Send Email', and 'Send SMS' actions repeats multiple times, suggesting a drip campaign.

Actions

1. Create Opportunity Create/Update Opportunity

Purpose

Creates a new opportunity in the sales pipeline for the booked sales call.

Timestamps

01:17

Fields

Field	Exact value	Source	Confidence	Notes
Pipeline	Sales Pipeline	screen	high
Stage	New Lead	screen	high
Opportunity Name	{contact.name} - {contact.custom_fields.booking_source}	screen	high
Lead Value	[not readable in recording]	screen	low	The value is obscured by the mouse cursor.
Status	Open	screen	high
Source	{contact.custom_fields.booking_source}	screen	high
Assigned To	{contact.custom_fields.assigned_user}	screen	high
Allow opportunity to move to next stage	True	screen	high	Checkbox is checked.
Mark opportunity as 'Won' if moved to last stage	False	screen	high	Checkbox is unchecked.
Mark opportunity as 'Lost' if moved to last stage	False	screen	high	Checkbox is unchecked.

Conditions

No branch conditions captured.

Dependencies

Sales Pipeline
custom_field: booking_source
custom_field: assigned_user

Unreadable fields

None captured.

2. If/Else If/Else

Purpose

Checks if the contact has the 'Sales Call Booked' tag.

Timestamps

01:29

Fields

No readable field values captured.

Conditions

Condition	Exact rule	Destination
Sales Call Booked	Contact Tag \| is \| Sales Call Booked	Add Contact Tag: Sales Call Booked

Dependencies

tag: Sales Call Booked

Unreadable fields

None captured.

3. Add Contact Tag Add Contact Tag

Purpose

Adds the 'Sales Call Booked' tag to the contact.

Timestamps

01:32

Fields

Field	Exact value	Source	Confidence	Notes
Select Tag	Sales Call Booked	screen	high

Conditions

No branch conditions captured.

Dependencies

tag: Sales Call Booked

Unreadable fields

None captured.

4. Send Internal Notification Internal Notification

Purpose

Sends an internal notification to the assigned user about the new sales call.

Timestamps

01:57

Fields

Field	Exact value	Source	Confidence
Send To	Assigned User	screen	high
Notification Type	SMS Notification & In-App Notification	screen	high
Message	New Booked Call (Live Chat) Meeting Info: Meeting Name: {appointment.title} Meeting Date: {appointment.start_date} Meeting Time: {appointment.start_time} Contact Name: {contact.name} Appointment Link: {appointment.calendar_link} Opportunity Link: {opportunity.link} Booking Source: {contact.custom_fields.booking_source}	screen	high

Field

Exact value

Source

Confidence

Notes

Send To

Assigned User

screen

high

Notification Type

SMS Notification & In-App Notification

screen

high

Message

New Booked Call (Live Chat)

Meeting Info:
Meeting Name: {appointment.title}
Meeting Date: {appointment.start_date}
Meeting Time: {appointment.start_time}
Contact Name: {contact.name}
Appointment Link: {appointment.calendar_link}
Opportunity Link: {opportunity.link}
Booking Source: {contact.custom_fields.booking_source}

screen

high

Prompt / Message

New Booked Call (Live Chat)

Meeting Info:
Meeting Name: {appointment.title}
Meeting Date: {appointment.start_date}
Meeting Time: {appointment.start_time}
Contact Name: {contact.name}
Appointment Link: {appointment.calendar_link}
Opportunity Link: {opportunity.link}
Booking Source: {contact.custom_fields.booking_source}

Conditions

No branch conditions captured.

Dependencies

custom_field: booking_source
appointment.title
appointment.start_date
appointment.start_time
contact.name
appointment.calendar_link
opportunity.link

Unreadable fields

None captured.

5. Google Sheet Google Sheets

Purpose

Creates a new row in a Google Sheet with appointment details.

Timestamps

02:14

Fields

Field	Exact value	Source	Confidence	Notes
Account	akash@gohighlevel.com	screen	high
Action	Create Spreadsheet Row	screen	high

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

Required Assets

No separate assets captured.

Rebuild Steps

Rebuild actions in the order shown from 04:00 to 08:00.

Verification Steps

Create a test contact that matches the trigger and confirm tags, fields, notifications, sheets, and opportunities update as shown.

Open Questions

None captured.

Conflicts

None captured.

3. Standard - Qualified Lead Automation published

Purpose

Automate lead qualification and follow-up based on various triggers and conditions, including email unsubscribes and SMS interactions, and create opportunities.

Timestamps

08:00-12:00

Trigger type

Trigger confidence

Trigger Setup Text

Logic

None captured.

Actions

1. Trigger: Lead Created Workflow Trigger

Purpose

Initiate the workflow when a new lead is created via customer registration.

Timestamps

00:16

Fields

Field	Exact value	Source	Confidence
Workflow Trigger	Customer Register	screen	high
Event	Customer Register	screen	high
In Workflow	All	screen	high
Limit	0	screen	high

Prompt / Message

Creates a workflow contact when a new lead is created.

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

2. Customer CRM Workflow Trigger

Purpose

Trigger the workflow when a contact is added to a CRM workflow.

Timestamps

00:18

Fields

Field	Exact value	Source	Confidence
Workflow Trigger	Customer CRM	screen	high
Event	Customer CRM	screen	high
In Workflow	All	screen	high
Limit	0	screen	high

Prompt / Message

Trigger when the contact is added to a workflow.

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

3. Customer Tag Workflow Trigger

Purpose

Trigger the workflow when a contact is tagged as a customer.

Timestamps

00:20

Fields

Field	Exact value	Source	Confidence
Workflow Trigger	Customer Tag	screen	high
Event	Customer Tag	screen	high
In Workflow	All	screen	high
Limit	0	screen	high

Prompt / Message

Trigger when the contact is added to a workflow.

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

4. Customer Register Workflow Trigger

Purpose

Trigger the workflow when a customer registers.

Timestamps

00:22

Fields

Field	Exact value	Source	Confidence
Workflow Trigger	Customer Register	screen	high
Event	Customer Register	screen	high
In Workflow	All	screen	high
Limit	0	screen	high

Prompt / Message

Trigger when the contact is added to a workflow.

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

5. If/Else: Email Unsubscribe If/Else

Purpose

Evaluate contact status based on email unsubscribe, SMS registration, callback, and SMS interaction.

Timestamps

00:30

Fields

No readable field values captured.

Prompt / Message

Check if the contact has unsubscribed through the workflow or not.

Conditions

Condition	Exact rule	Destination
Email Unsubscribe	Workflow Trigger: Email Unsubscribe is 0	[not visible in recording]
Register Step SMS	Workflow Trigger: Register Step SMS is 0	[not visible in recording]
Call Back	Workflow Trigger: Call Back is 0	[not visible in recording]
SMS	Workflow Trigger: Contact SMS is 0	[not visible in recording]

Dependencies

None captured.

Unreadable fields

None captured.

6. Email Contact Send Email

Purpose

Send an email to the contact.

Timestamps

00:54

Fields

Field	Exact value	Source	Confidence	Notes
From Name	[not readable in recording]	screen	low
From Email	[not readable in recording]	screen	low
To Email	[not readable in recording]	screen	low
Subject	[not readable in recording]	screen	low
Template	[not readable in recording]	screen	low
Enable FWM for specific channels	false	screen	high	Checkbox is unchecked

Prompt / Message

Send an email to the contact.

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

7. Create Opportunity Create Opportunity

Purpose

Create a new or update an existing opportunity for the contact.

Timestamps

01:02

Fields

Field	Exact value	Source	Confidence
Pipeline	[not readable in recording]	screen	low
Pipeline Stage	[not readable in recording]	screen	low
Status	Open	screen	high
Opportunity Name	[not readable in recording]	screen	low
Lead Value	[not readable in recording]	screen	low
Source	[not readable in recording]	screen	low
Assigned To	[not readable in recording]	screen	low
Contact	[not readable in recording]	screen	low
Company	[not readable in recording]	screen	low

Prompt / Message

Create a new or update existing opportunity.

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

Required Assets

No separate assets captured.

Rebuild Steps

Rebuild actions in the order shown from 08:00 to 12:00.

Verification Steps

Create a test contact that matches the trigger and confirm tags, fields, notifications, sheets, and opportunities update as shown.

Open Questions

The exact configuration for 'Email Contact' fields (From Name, From Email, To Email, Subject, Template) needs to be verified.
The exact configuration for 'Create Opportunity' fields (Pipeline, Pipeline Stage, Opportunity Name, Lead Value, Source, Assigned To, Contact, Company) needs to be verified.

Conflicts

None captured.

4. Qualified Lead Tracking published

Purpose

Track and qualify leads using AI, log data in Google Sheets, and apply 'Qualified' tags.

Timestamps

08:00-12:00

Trigger type

Customer Register

Trigger confidence

high

Trigger Setup Text

Creates a workflow contact when a new lead is created.

Logic

None captured.

Actions

1. Add Lead Tag Add Contact Tag

Purpose

Add a 'Lead' tag to the contact.

Timestamps

01:32

Fields

Field	Exact value	Source	Confidence	Notes
New Tag	Lead	screen	high

Prompt / Message

Add a tag to the contact.

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

2. GPT Personality Update AI bot

Purpose

Send a prompt to GPT to qualify the lead and update a custom field.

Timestamps

01:36

Fields

Field	Exact value	Source	Confidence	Notes
Custom Field	GPT Users	screen	high

Prompt / Message

Review this message to filter for acceptable leads. These are leads that are looking for online courses, education, webinars, or coaching/mentoring. They are offering a service or product. They are looking for a solution to a problem. They are looking for a way to grow their business. Please respond with a single word: 'Qualified' if the lead meets one or more of the following criteria, otherwise respond with 'Unqualified'.

Conditions

No branch conditions captured.

Dependencies

Custom Field: GPT Users

Unreadable fields

None captured.

3. If/Else: GPT Personality If/Else

Purpose

Check if the contact's GPT Personality custom field is 'Qualified'.

Timestamps

01:52

Fields

No readable field values captured.

Prompt / Message

Check if the contact has unsubscribed through the workflow or not.

Conditions

Condition	Exact rule	Destination
GPT Personality	Workflow Trigger: GPT Personality is Qualified	[not visible in recording]

Dependencies

Custom Field: GPT Personality

Unreadable fields

None captured.

4. Google Sheets Webhook

Purpose

Create a new row in a Google Sheet with contact details.

Timestamps

02:00

Fields

Field	Exact value	Source	Confidence
Account	[redacted secret]	screen	high
Action	Create Spreadsheet Row	screen	high
Spreadsheet	[redacted secret]	screen	high
Worksheet	[redacted secret]	screen	high
First Name	{{contact.first_name}}	screen	high
Last Name	{{contact.last_name}}	screen	high
Email	{{contact.email}}	screen	high
Phone	{{contact.phone}}	screen	high
Company	{{contact.company_name}}	screen	high
Address	{{contact.address}}	screen	high
City	{{contact.city}}	screen	high
State	{{contact.state}}	screen	high
Zip	{{contact.zip_code}}	screen	high
Website	{{contact.website}}	screen	high
Source	{{contact.source}}	screen	high
UTM Source	{{contact.utm_source}}	screen	high
UTM Medium	{{contact.utm_medium}}	screen	high
UTM Campaign	{{contact.utm_campaign}}	screen	high
UTM Content	{{contact.utm_content}}	screen	high
UTM Term	{{contact.utm_term}}	screen	high
Message	{{contact.message}}	screen	high
Web URL	{{contact.web_url}}	screen	high

Prompt / Message

Open a row in Google Sheets.

Conditions

No branch conditions captured.

Dependencies

Google Sheets integration

Unreadable fields

None captured.

5. Add Qualified Tag Add Contact Tag

Purpose

Add a 'Qualified' tag to the contact.

Timestamps

02:10

Fields

Field	Exact value	Source	Confidence	Notes
New Tag	Qualified	screen	high

Prompt / Message

Add a tag to the contact.

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

Required Assets

Type	Name	Notes
tag	Lead
custom_field	GPT Users
custom_field	GPT Personality
tag	Qualified

Rebuild Steps

Rebuild actions in the order shown from 08:00 to 12:00.

Verification Steps

Create a test contact that matches the trigger and confirm tags, fields, notifications, sheets, and opportunities update as shown.

Open Questions

None captured.

Conflicts

None captured.

5. Qualified Tag - Add Unqualified Users published

Purpose

Tag unqualified users, log their details in Google Sheets, and mark their opportunities as lost.

Timestamps

08:00-12:00

Trigger type

Customer Register

Trigger confidence

high

Trigger Setup Text

Creates a workflow contact when a new lead is created.

Logic

None captured.

Actions

1. Add Tag Add Contact Tag

Purpose

Add an 'Unqualified' tag to the contact.

Timestamps

02:26

Fields

Field	Exact value	Source	Confidence	Notes
New Tag	Unqualified	screen	high

Prompt / Message

Add a tag to the contact.

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

2. Google Sheets Webhook

Purpose

Create a new row in a Google Sheet with contact details.

Timestamps

02:30

Fields

Field	Exact value	Source	Confidence
Account	[redacted secret]	screen	high
Action	Create Spreadsheet Row	screen	high
Spreadsheet	[redacted secret]	screen	high
Worksheet	[redacted secret]	screen	high
First Name	{{contact.first_name}}	screen	high
Last Name	{{contact.last_name}}	screen	high
Email	{{contact.email}}	screen	high
Phone	{{contact.phone}}	screen	high
Company	{{contact.company_name}}	screen	high
Address	{{contact.address}}	screen	high
City	{{contact.city}}	screen	high
State	{{contact.state}}	screen	high
Zip	{{contact.zip_code}}	screen	high
Website	{{contact.website}}	screen	high
Source	{{contact.source}}	screen	high
UTM Source	{{contact.utm_source}}	screen	high
UTM Medium	{{contact.utm_medium}}	screen	high
UTM Campaign	{{contact.utm_campaign}}	screen	high
UTM Content	{{contact.utm_content}}	screen	high
UTM Term	{{contact.utm_term}}	screen	high
Message	{{contact.message}}	screen	high
Web URL	{{contact.web_url}}	screen	high

Prompt / Message

Open a row in Google Sheets.

Conditions

No branch conditions captured.

Dependencies

Google Sheets integration

Unreadable fields

None captured.

3. Create Opportunity Create Opportunity

Purpose

Create a new or update an existing opportunity for the contact, marking it as 'Lost'.

Timestamps

02:46

Fields

Field	Exact value	Source	Confidence
Pipeline	[not readable in recording]	screen	low
Pipeline Stage	[not readable in recording]	screen	low
Status	Lost	screen	high
Opportunity Name	[not readable in recording]	screen	low
Lead Value	[not readable in recording]	screen	low
Source	[not readable in recording]	screen	low
Assigned To	[not readable in recording]	screen	low
Contact	[not readable in recording]	screen	low
Company	[not readable in recording]	screen	low

Prompt / Message

Create a new or update existing opportunity.

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

Required Assets

Type	Name	Notes
tag	Unqualified

Rebuild Steps

Rebuild actions in the order shown from 08:00 to 12:00.

Verification Steps

Create a test contact that matches the trigger and confirm tags, fields, notifications, sheets, and opportunities update as shown.

Open Questions

The exact configuration for 'Create Opportunity' fields (Pipeline, Pipeline Stage, Opportunity Name, Lead Value, Source, Assigned To, Contact, Company) needs to be verified.

Conflicts

None captured.

6. Manual Transfer Tracking published

Purpose

Handle manually transferred leads by sending internal notifications and SMS messages, and logging details in Google Sheets.

Timestamps

08:00-12:00

Trigger type

Manual Transfer

Trigger confidence

high

Trigger Setup Text

Creates a workflow contact when a new lead is created.

Logic

None captured.

Actions

1. Internal Notification Internal Notification

Purpose

Send an internal notification to a custom email address about a new lead.

Timestamps

03:12

Fields

Field	Exact value	Source	Confidence
User Type	Custom Email	screen	high
Send To	[redacted secret]	screen	high
Subject	You have a new lead! (Traffic Name)	screen	high

Prompt / Message

Name: {{contact.name}}
Number: {{contact.phone}}
Email: {{contact.email}}
What Type of Project: {{contact.projects}}
Notes: {{contact.notes}}

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

2. Send Message Send SMS

Purpose

Send an SMS message to the contact with their details.

Timestamps

03:18

Fields

No readable field values captured.

Prompt / Message

Name: {{contact.name}}
Number: {{contact.phone}}
Email: {{contact.email}}
What Type of Project: {{contact.projects}}
Notes: {{contact.notes}}

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

3. Google Sheets Webhook

Purpose

Create a new row in a Google Sheet with contact details.

Timestamps

03:22

Fields

Field	Exact value	Source	Confidence
Account	[redacted secret]	screen	high
Action	Create Spreadsheet Row	screen	high
Spreadsheet	[redacted secret]	screen	high
Worksheet	[redacted secret]	screen	high
First Name	{{contact.first_name}}	screen	high
Last Name	{{contact.last_name}}	screen	high
Email	{{contact.email}}	screen	high
Phone	{{contact.phone}}	screen	high
Company	{{contact.company_name}}	screen	high
Address	{{contact.address}}	screen	high
City	{{contact.city}}	screen	high
State	{{contact.state}}	screen	high
Zip	{{contact.zip_code}}	screen	high
Website	{{contact.website}}	screen	high
Source	{{contact.source}}	screen	high
UTM Source	{{contact.utm_source}}	screen	high
UTM Medium	{{contact.utm_medium}}	screen	high
UTM Campaign	{{contact.utm_campaign}}	screen	high
UTM Content	{{contact.utm_content}}	screen	high
UTM Term	{{contact.utm_term}}	screen	high
Message	{{contact.message}}	screen	high
Web URL	{{contact.web_url}}	screen	high

Prompt / Message

Open a row in Google Sheets.

Conditions

No branch conditions captured.

Dependencies

Google Sheets integration

Unreadable fields

None captured.

4. Add Transfer Tag Add Contact Tag

Purpose

Add a 'Transferred' tag to the contact.

Timestamps

03:40

Fields

Field	Exact value	Source	Confidence	Notes
New Tag	Transferred	screen	high

Prompt / Message

Add a tag to the contact.

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

Required Assets

Type	Name	Notes
tag	Transferred

Rebuild Steps

Rebuild actions in the order shown from 08:00 to 12:00.

Verification Steps

Create a test contact that matches the trigger and confirm tags, fields, notifications, sheets, and opportunities update as shown.

Open Questions

None captured.

Conflicts

None captured.

7. +4 App Transfer Tracking published

Purpose

To track and process leads from a specific form submission, extract key information using AI, update contact fields, and then notify internal teams and create an opportunity.

Timestamps

12:00-16:00

Trigger type

Form Submitted

Trigger confidence

high

Trigger Setup Text

Form Submitted

Logic

The workflow extracts multiple pieces of information (phone number, location, zip code, city, project type, comment, client name) from the form submission message using separate GPT Personalization steps.
An If/Else condition checks for the 'App Transfer Tag' before proceeding with internal notifications and opportunity creation.

Actions

1. Add Contact Tag Add Contact Tag

Purpose

Adds a tag to the contact to identify them as an app transfer lead.

Timestamps

12:02

Fields

Field	Exact value	Source	Confidence	Notes
Tag	App Transfer Tag	screen	high

Conditions

No branch conditions captured.

Dependencies

App Transfer Tag (tag)

Unreadable fields

None captured.

2. 1. Extract Client Info GPT Personalization

Purpose

Extracts the customer's phone number from the form submission message.

Timestamps

12:13

Fields

Field	Exact value	Source	Confidence
Model	GPT-4o	screen	high
Action Type	Extract	screen	high
Conversation	{{workflow.form_submission.message}}	screen	high
Response format	{ "phone_number": "string" }	screen	high

Prompt / Message

Extract the customer's phone number from the conversation history. If no phone number is found, return 'UNKNOWN'. If multiple phone numbers are found, return the most recent one. If the customer provides a phone number that is not a valid US phone number, return 'INVALID'. If the customer provides a phone number that is a valid US phone number, return the phone number.

Conditions

No branch conditions captured.

Dependencies

form_submission.message (workflow variable)

Unreadable fields

None captured.

3. Update Phone # Update Contact Field

Purpose

Updates the contact's 'Phone #' custom field with the extracted phone number.

Timestamps

12:25

Fields

Field	Exact value	Source	Confidence	Notes
Custom Field	Phone #	screen	high
Value	{{steps.1-extract-client-info.phone_number}}	screen	high

Conditions

No branch conditions captured.

Dependencies

Phone # (custom field)
steps.1-extract-client-info.phone_number (workflow variable)

Unreadable fields

None captured.

4. 2. Extract Location GPT Personalization

Purpose

Extracts the customer's location from the form submission message.

Timestamps

12:28

Fields

Field	Exact value	Source	Confidence
Model	GPT-4o	screen	high
Action Type	Extract	screen	high
Conversation	{{workflow.form_submission.message}}	screen	high
Response format	{ "location": "string" }	screen	high

Prompt / Message

Extract the customer's location from the conversation history. If no location is found, return 'UNKNOWN'. If multiple locations are found, return the most recent one. If the customer provides a location, return the location.

Conditions

No branch conditions captured.

Dependencies

form_submission.message (workflow variable)

Unreadable fields

None captured.

5. Update Location Update Contact Field

Purpose

Updates the contact's 'Location' custom field with the extracted location.

Timestamps

12:38

Fields

Field	Exact value	Source	Confidence	Notes
Custom Field	Location	screen	high
Value	{{steps.2-extract-location.location}}	screen	high

Conditions

No branch conditions captured.

Dependencies

Location (custom field)
steps.2-extract-location.location (workflow variable)

Unreadable fields

None captured.

6. 3. Extract Zip Code GPT Personalization

Purpose

Extracts the customer's zip code from the form submission message.

Timestamps

12:40

Fields

Field	Exact value	Source	Confidence
Model	GPT-4o	screen	high
Action Type	Extract	screen	high
Conversation	{{workflow.form_submission.message}}	screen	high
Response format	{ "zip_code": "string" }	screen	high

Prompt / Message

Extract the customer's zip code from the conversation history. If no zip code is found, return 'UNKNOWN'. If multiple zip codes are found, return the most recent one. If the customer provides a zip code, return the zip code.

Conditions

No branch conditions captured.

Dependencies

form_submission.message (workflow variable)

Unreadable fields

None captured.

7. Update Zip Code Update Contact Field

Purpose

Updates the contact's 'Zip Code' custom field with the extracted zip code.

Timestamps

12:48

Fields

Field	Exact value	Source	Confidence	Notes
Custom Field	Zip Code	screen	high
Value	{{steps.3-extract-zip-code.zip_code}}	screen	high

Conditions

No branch conditions captured.

Dependencies

Zip Code (custom field)
steps.3-extract-zip-code.zip_code (workflow variable)

Unreadable fields

None captured.

8. 4. Extract City GPT Personalization

Purpose

Extracts the customer's city from the form submission message.

Timestamps

12:50

Fields

Field	Exact value	Source	Confidence
Model	GPT-4o	screen	high
Action Type	Extract	screen	high
Conversation	{{workflow.form_submission.message}}	screen	high
Response format	{ "city": "string" }	screen	high

Prompt / Message

Extract the customer's city from the conversation history. If no city is found, return 'UNKNOWN'. If multiple cities are found, return the most recent one. If the customer provides a city, return the city.

Conditions

No branch conditions captured.

Dependencies

form_submission.message (workflow variable)

Unreadable fields

None captured.

9. Update City Update Contact Field

Purpose

Updates the contact's 'City' custom field with the extracted city.

Timestamps

12:54

Fields

Field	Exact value	Source	Confidence	Notes
Custom Field	City	screen	high
Value	{{steps.4-extract-city.city}}	screen	high

Conditions

No branch conditions captured.

Dependencies

City (custom field)
steps.4-extract-city.city (workflow variable)

Unreadable fields

None captured.

10. 5. Extract Project Type GPT Personalization

Purpose

Extracts the customer's project type from the form submission message.

Timestamps

12:55

Fields

Field	Exact value	Source	Confidence
Model	GPT-4o	screen	high
Action Type	Extract	screen	high
Conversation	{{workflow.form_submission.message}}	screen	high
Response format	{ "project_type": "string" }	screen	high

Prompt / Message

Extract the customer's project type from the conversation history. If no project type is found, return 'UNKNOWN'. If multiple project types are found, return the most recent one. If the customer provides a project type, return the project type.

Conditions

No branch conditions captured.

Dependencies

form_submission.message (workflow variable)

Unreadable fields

None captured.

11. Update Project Type Update Contact Field

Purpose

Updates the contact's 'Project Type' custom field with the extracted project type.

Timestamps

01:01

Fields

Field	Exact value	Source	Confidence	Notes
Custom Field	Project Type	screen	high
Value	{{steps.5-extract-project-type.project_type}}	screen	high

Conditions

No branch conditions captured.

Dependencies

Project Type (custom field)
steps.5-extract-project-type.project_type (workflow variable)

Unreadable fields

None captured.

12. 6. Extract Comment GPT Personalization

Purpose

Extracts the customer's comment from the form submission message.

Timestamps

01:03

Fields

Field	Exact value	Source	Confidence
Model	GPT-4o	screen	high
Action Type	Extract	screen	high
Conversation	{{workflow.form_submission.message}}	screen	high
Response format	{ "comment": "string" }	screen	high

Prompt / Message

Extract the customer's comment from the conversation history. If no comment is found, return 'UNKNOWN'. If multiple comments are found, return the most recent one. If the customer provides a comment, return the comment.

Conditions

No branch conditions captured.

Dependencies

form_submission.message (workflow variable)

Unreadable fields

None captured.

13. Update Comment Update Contact Field

Purpose

Updates the contact's 'Comment' custom field with the extracted comment.

Timestamps

01:08

Fields

Field	Exact value	Source	Confidence	Notes
Custom Field	Comment	screen	high
Value	{{steps.6-extract-comment.comment}}	screen	high

Conditions

No branch conditions captured.

Dependencies

Comment (custom field)
steps.6-extract-comment.comment (workflow variable)

Unreadable fields

None captured.

14. 7. Extract Client Name GPT Personalization

Purpose

Extracts the customer's name from the form submission message.

Timestamps

01:09

Fields

Field	Exact value	Source	Confidence
Model	GPT-4o	screen	high
Action Type	Extract	screen	high
Conversation	{{workflow.form_submission.message}}	screen	high
Response format	{ "name": "string" }	screen	high

Prompt / Message

Extract the customer's name from the conversation history. If no name is found, return 'UNKNOWN'. If multiple names are found, return the most recent one. If the customer provides a name, return the name.

Conditions

No branch conditions captured.

Dependencies

form_submission.message (workflow variable)

Unreadable fields

None captured.

15. Update Name Update Contact Field

Purpose

Updates the contact's 'Name' custom field with the extracted client name.

Timestamps

01:15

Fields

Field	Exact value	Source	Confidence	Notes
Custom Field	Name	screen	high
Value	{{steps.7-extract-client-name.name}}	screen	high

Conditions

No branch conditions captured.

Dependencies

Name (custom field)
steps.7-extract-client-name.name (workflow variable)

Unreadable fields

None captured.

16. 8. Extract Project Type GPT Personalization

Purpose

Extracts the customer's project type from the form submission message.

Timestamps

01:16

Fields

Field	Exact value	Source	Confidence
Model	GPT-4o	screen	high
Action Type	Extract	screen	high
Conversation	{{workflow.form_submission.message}}	screen	high
Response format	{ "project_type": "string" }	screen	high

Prompt / Message

Extract the customer's project type from the conversation history. If no project type is found, return 'UNKNOWN'. If multiple project types are found, return the most recent one. If the customer provides a project type, return the project type.

Conditions

No branch conditions captured.

Dependencies

form_submission.message (workflow variable)

Unreadable fields

None captured.

17. Update Project Type Update Contact Field

Purpose

Updates the contact's 'Project Type' custom field with the extracted project type.

Timestamps

01:20

Fields

Field	Exact value	Source	Confidence	Notes
Custom Field	Project Type	screen	high
Value	{{steps.8-extract-project-type.project_type}}	screen	high

Conditions

No branch conditions captured.

Dependencies

Project Type (custom field)
steps.8-extract-project-type.project_type (workflow variable)

Unreadable fields

None captured.

18. 9. Extract Comment GPT Personalization

Purpose

Extracts the customer's comment from the form submission message.

Timestamps

01:21

Fields

Field	Exact value	Source	Confidence
Model	GPT-4o	screen	high
Action Type	Extract	screen	high
Conversation	{{workflow.form_submission.message}}	screen	high
Response format	{ "comment": "string" }	screen	high

Prompt / Message

Extract the customer's comment from the conversation history. If no comment is found, return 'UNKNOWN'. If multiple comments are found, return the most recent one. If the customer provides a comment, return the comment.

Conditions

No branch conditions captured.

Dependencies

form_submission.message (workflow variable)

Unreadable fields

None captured.

19. Update Comment Update Contact Field

Purpose

Updates the contact's 'Comment' custom field with the extracted comment.

Timestamps

01:24

Fields

Field	Exact value	Source	Confidence	Notes
Custom Field	Comment	screen	high
Value	{{steps.9-extract-comment.comment}}	screen	high

Conditions

No branch conditions captured.

Dependencies

Comment (custom field)
steps.9-extract-comment.comment (workflow variable)

Unreadable fields

None captured.

20. 10. Extract Project Type GPT Personalization

Purpose

Extracts the customer's project type from the form submission message.

Timestamps

01:25

Fields

Field	Exact value	Source	Confidence
Model	GPT-4o	screen	high
Action Type	Extract	screen	high
Conversation	{{workflow.form_submission.message}}	screen	high
Response format	{ "project_type": "string" }	screen	high

Prompt / Message

Extract the customer's project type from the conversation history. If no project type is found, return 'UNKNOWN'. If multiple project types are found, return the most recent one. If the customer provides a project type, return the project type.

Conditions

No branch conditions captured.

Dependencies

form_submission.message (workflow variable)

Unreadable fields

None captured.

21. Update Project Type Update Contact Field

Purpose

Updates the contact's 'Project Type' custom field with the extracted project type.

Timestamps

01:29

Fields

Field	Exact value	Source	Confidence	Notes
Custom Field	Project Type	screen	high
Value	{{steps.10-extract-project-type.project_type}}	screen	high

Conditions

No branch conditions captured.

Dependencies

Project Type (custom field)
steps.10-extract-project-type.project_type (workflow variable)

Unreadable fields

None captured.

22. 11. Extract Comment GPT Personalization

Purpose

Extracts the customer's comment from the form submission message.

Timestamps

01:30

Fields

Field	Exact value	Source	Confidence
Model	GPT-4o	screen	high
Action Type	Extract	screen	high
Conversation	{{workflow.form_submission.message}}	screen	high
Response format	{ "comment": "string" }	screen	high

Prompt / Message

Extract the customer's comment from the conversation history. If no comment is found, return 'UNKNOWN'. If multiple comments are found, return the most recent one. If the customer provides a comment, return the comment.

Conditions

No branch conditions captured.

Dependencies

form_submission.message (workflow variable)

Unreadable fields

None captured.

23. Update Comment Update Contact Field

Purpose

Updates the contact's 'Comment' custom field with the extracted comment.

Timestamps

01:34

Fields

Field	Exact value	Source	Confidence	Notes
Custom Field	Comment	screen	high
Value	{{steps.11-extract-comment.comment}}	screen	high

Conditions

No branch conditions captured.

Dependencies

Comment (custom field)
steps.11-extract-comment.comment (workflow variable)

Unreadable fields

None captured.

24. If Client Tracking If/Else

Purpose

Checks if the contact has the 'App Transfer Tag' to determine the next steps.

Timestamps

01:39

Fields

No readable field values captured.

Conditions

Condition	Exact rule	Destination
Yes	Contact Tag \| is \| App Transfer Tag	Send Internal Chat Message
None		End Workflow

Dependencies

App Transfer Tag (tag)

Unreadable fields

None captured.

25. Send Internal Chat Message Send Message

Purpose

Sends an internal chat message to the assigned user with lead details.

Timestamps

01:41

Fields

Field	Exact value	Source	Confidence	Notes
Send to	Assigned User	screen	high

Prompt / Message

NEW LEAD QUALIFIED! CALL {{contact.phone}}
Name: {{contact.name}}
Client Location: {{contact.location}}
Phone Number: {{contact.phone}}
Postal Code: {{contact.zip_code}}
What Type of Project: {{contact.project_type}}
Comment: {{contact.comment}}

Conditions

No branch conditions captured.

Dependencies

contact.phone (contact field)
contact.name (contact field)
contact.location (contact field)
contact.zip_code (contact field)
contact.project_type (contact field)
contact.comment (contact field)

Unreadable fields

None captured.

26. Add Contact Tag Add Contact Tag

Purpose

Adds a tag to the contact to mark them as a transferred lead.

Timestamps

01:44

Fields

Field	Exact value	Source	Confidence	Notes
Tag	Lead Transfer Tag	screen	high

Conditions

No branch conditions captured.

Dependencies

Lead Transfer Tag (tag)

Unreadable fields

None captured.

27. Internal Notification Internal Notification

Purpose

Sends an internal email notification to a specific email address with lead details.

Timestamps

01:45

Fields

Field	Exact value	Source	Confidence
Type	Email	screen	high
Send to	[redacted secret]	screen	high
Subject	You have a new user transfer lead!	screen	high

Prompt / Message

NEW LEAD QUALIFIED! CALL {{contact.phone}}
Name: {{contact.name}}
Client Location: {{contact.location}}
Phone Number: {{contact.phone}}
Postal Code: {{contact.zip_code}}
What Type of Project: {{contact.project_type}}
Comment: {{contact.comment}}

Conditions

No branch conditions captured.

Dependencies

contact.phone (contact field)
contact.name (contact field)
contact.location (contact field)
contact.zip_code (contact field)
contact.project_type (contact field)
contact.comment (contact field)

Unreadable fields

None captured.

28. Create/Update Opportunity Create/Update Opportunity

Purpose

Creates or updates an opportunity in the 'USER TRANSFER LEAD TRANSFER' pipeline for the new lead.

Timestamps

01:47

Fields

Field	Exact value	Source	Confidence
Pipeline	USER TRANSFER LEAD TRANSFER	screen	high
Stage	NEW LEAD	screen	high
Opportunity Name	New Lead - {{contact.name}}	screen	high
Status	Open	screen	high
Contact	{{contact.id}}	screen	high
Lead Value	[not readable in recording]	screen	low
Source	[not readable in recording]	screen	low
Assigned User	[not readable in recording]	screen	low
Company	[not readable in recording]	screen	low
Client Location	{{contact.location}}	screen	high
Client Phone #	{{contact.phone}}	screen	high
Client Name	{{contact.name}}	screen	high
Client Email	{{contact.email}}	screen	high
Client Zip Code	{{contact.zip_code}}	screen	high
Project Type	{{contact.project_type}}	screen	high
Comment	{{contact.comment}}	screen	high
UTM Source	{{contact.utm_source}}	screen	high
UTM Medium	{{contact.utm_medium}}	screen	high
UTM Campaign	{{contact.utm_campaign}}	screen	high
UTM Content	{{contact.utm_content}}	screen	high
UTM Term	{{contact.utm_term}}	screen	high
Referrer	{{contact.referrer}}	screen	high
URL	{{contact.url}}	screen	high
Form Name	{{workflow.form_submission.form_name}}	screen	high
Form Message	{{workflow.form_submission.message}}	screen	high
Form Submission Date	{{workflow.form_submission.date}}	screen	high
Form Submission Time	{{workflow.form_submission.time}}	screen	high

Conditions

No branch conditions captured.

Dependencies

USER TRANSFER LEAD TRANSFER (pipeline)
NEW LEAD (pipeline stage)
contact.name (contact field)
contact.id (contact field)
contact.location (contact field)
contact.phone (contact field)
contact.email (contact field)
contact.zip_code (contact field)
contact.project_type (contact field)
contact.comment (contact field)
contact.utm_source (contact field)
contact.utm_medium (contact field)
contact.utm_campaign (contact field)
contact.utm_content (contact field)
contact.utm_term (contact field)
contact.referrer (contact field)
contact.url (contact field)
workflow.form_submission.form_name (workflow variable)
workflow.form_submission.message (workflow variable)
workflow.form_submission.date (workflow variable)
workflow.form_submission.time (workflow variable)

Unreadable fields

None captured.

Required Assets

Type	Name	Notes
form	Weekly Loan Transfer Tracking Form V2
tag	App Transfer Tag
custom_field	Phone #
custom_field	Location
custom_field	Zip Code
custom_field	City
custom_field	Project Type
custom_field	Comment
custom_field	Name
pipeline	USER TRANSFER LEAD TRANSFER
pipeline_stage	NEW LEAD
tag	Lead Transfer Tag

Rebuild Steps

Rebuild actions in the order shown from 12:00 to 16:00.

Verification Steps

Create a test contact that matches the trigger and confirm tags, fields, notifications, sheets, and opportunities update as shown.

Open Questions

None captured.

Conflicts

None captured.

8. Qualified Lead Tracking (12:00-16:00 variant) published

Purpose

To track and process qualified leads from a customer registration form, notify internal teams, and create an opportunity.

Timestamps

12:00-16:00

Trigger type

Customer Register

Trigger confidence

high

Trigger Setup Text

Customer Register

Logic

An If/Else condition checks for the 'Qualified Lead Tag' before proceeding with internal notifications and opportunity creation.

Actions

1. Add Contact Tag Add Contact Tag

Purpose

Adds a tag to the contact to identify them as a qualified lead.

Timestamps

02:57

Fields

Field	Exact value	Source	Confidence	Notes
Tag	Qualified Lead Tag	screen	high

Conditions

No branch conditions captured.

Dependencies

Qualified Lead Tag (tag)

Unreadable fields

None captured.

2. If Client Tracking If/Else

Purpose

Checks if the contact has the 'Qualified Lead Tag' to determine the next steps.

Timestamps

03:03

Fields

No readable field values captured.

Conditions

Condition	Exact rule	Destination
Yes	Contact Tag \| is \| Qualified Lead Tag	Send Internal Chat Message
None		End Workflow

Dependencies

Qualified Lead Tag (tag)

Unreadable fields

None captured.

3. Send Internal Chat Message Send Message

Purpose

Sends an internal chat message to the assigned user with qualified lead details.

Timestamps

03:08

Fields

Field	Exact value	Source	Confidence	Notes
Send to	Assigned User	screen	high

Prompt / Message

NEW LEAD QUALIFIED! CALL {{contact.phone}}
Name: {{contact.name}}
Client Location: {{contact.location}}
Phone Number: {{contact.phone}}
Postal Code: {{contact.zip_code}}
What Type of Project: {{contact.project_type}}
Comment: {{contact.comment}}

Conditions

No branch conditions captured.

Dependencies

contact.phone (contact field)
contact.name (contact field)
contact.location (contact field)
contact.zip_code (contact field)
contact.project_type (contact field)
contact.comment (contact field)

Unreadable fields

None captured.

4. Internal Notification Internal Notification

Purpose

Sends an internal email notification to a specific email address with qualified lead details.

Timestamps

03:10

Fields

Field	Exact value	Source	Confidence
Type	Email	screen	high
Send to	[redacted secret]	screen	high
Subject	You have a new user transfer lead!	screen	high

Prompt / Message

NEW LEAD QUALIFIED! CALL {{contact.phone}}
Name: {{contact.name}}
Client Location: {{contact.location}}
Phone Number: {{contact.phone}}
Postal Code: {{contact.zip_code}}
What Type of Project: {{contact.project_type}}
Comment: {{contact.comment}}

Conditions

No branch conditions captured.

Dependencies

contact.phone (contact field)
contact.name (contact field)
contact.location (contact field)
contact.zip_code (contact field)
contact.project_type (contact field)
contact.comment (contact field)

Unreadable fields

None captured.

5. Create/Update Opportunity Create/Update Opportunity

Purpose

Creates or updates an opportunity in the 'USER TRANSFER LEAD TRANSFER' pipeline for the qualified lead.

Timestamps

03:11

Fields

Field	Exact value	Source	Confidence
Pipeline	USER TRANSFER LEAD TRANSFER	screen	high
Stage	NEW LEAD	screen	high
Opportunity Name	New Lead - {{contact.name}}	screen	high
Status	Open	screen	high
Contact	{{contact.id}}	screen	high
Lead Value	[not readable in recording]	screen	low
Source	[not readable in recording]	screen	low
Assigned User	[not readable in recording]	screen	low
Company	[not readable in recording]	screen	low
Client Location	{{contact.location}}	screen	high
Client Phone #	{{contact.phone}}	screen	high
Client Name	{{contact.name}}	screen	high
Client Email	{{contact.email}}	screen	high
Client Zip Code	{{contact.zip_code}}	screen	high
Project Type	{{contact.project_type}}	screen	high
Comment	{{contact.comment}}	screen	high
UTM Source	{{contact.utm_source}}	screen	high
UTM Medium	{{contact.utm_medium}}	screen	high
UTM Campaign	{{contact.utm_campaign}}	screen	high
UTM Content	{{contact.utm_content}}	screen	high
UTM Term	{{contact.utm_term}}	screen	high
Referrer	{{contact.referrer}}	screen	high
URL	{{contact.url}}	screen	high
Form Name	{{workflow.form_submission.form_name}}	screen	high
Form Message	{{workflow.form_submission.message}}	screen	high
Form Submission Date	{{workflow.form_submission.date}}	screen	high
Form Submission Time	{{workflow.form_submission.time}}	screen	high

Conditions

No branch conditions captured.

Dependencies

USER TRANSFER LEAD TRANSFER (pipeline)
NEW LEAD (pipeline stage)
contact.name (contact field)
contact.id (contact field)
contact.location (contact field)
contact.phone (contact field)
contact.email (contact field)
contact.zip_code (contact field)
contact.project_type (contact field)
contact.comment (contact field)
contact.utm_source (contact field)
contact.utm_medium (contact field)
contact.utm_campaign (contact field)
contact.utm_content (contact field)
contact.utm_term (contact field)
contact.referrer (contact field)
contact.url (contact field)
workflow.form_submission.form_name (workflow variable)
workflow.form_submission.message (workflow variable)
workflow.form_submission.date (workflow variable)
workflow.form_submission.time (workflow variable)

Unreadable fields

None captured.

Required Assets

Type	Name	Notes
form	Customer Registration Form
tag	Qualified Lead Tag
pipeline	USER TRANSFER LEAD TRANSFER
pipeline_stage	NEW LEAD

Rebuild Steps

Rebuild actions in the order shown from 12:00 to 16:00.

Verification Steps

Create a test contact that matches the trigger and confirm tags, fields, notifications, sheets, and opportunities update as shown.

Open Questions

None captured.

Conflicts

None captured.

9. V2 Qualified Lead Tracking published

Purpose

To track and manage qualified leads, including sending emails, updating contact fields, and processing GPT responses.

Timestamps

16:00-20:00

Trigger type

Trigger confidence

Trigger Setup Text

Logic

None captured.

Actions

1. Send Email send_email

Purpose

Sends an email to the contact.

Timestamps

16:00

Fields

Field	Exact value	Source	Confidence
From Name	AI Assistant	screen	high
From Email	info@smartreply.ai	screen	high
Subject	Qualified Lead Tracking	screen	high
Template	Qualified Lead Transferred Email	screen	high

Prompt / Message

[not readable in recording]

Conditions

No branch conditions captured.

Dependencies

Qualified Lead Transferred Email (email template)

Unreadable fields

Message

2. If/Else if_else

Purpose

Checks if the first message was verified as true to determine if it's a qualified inquiry.

Timestamps

16:04

Fields

No readable field values captured.

Conditions

Condition	Exact rule	Destination
If #1 Verified First Message Is TRUE Then Qualified Inquiry	Contact -> Verified First Message -> is -> TRUE	Qualified Inquiry (implied next step)

Dependencies

Verified First Message (custom field)

Unreadable fields

None captured.

3. GPT Processing Update update_contact_field

Purpose

Updates the GPT Status tag/field based on processing.

Timestamps

16:06

Fields

Field	Exact value	Source	Confidence
Remove From Message To Filter For Incomplete Chat	GPT Status	screen	high
Remove Tag	GPT Status	screen	high
Add Tag	GPT Status	screen	high

Prompt / Message

[not readable in recording]

Conditions

No branch conditions captured.

Dependencies

GPT Status (tag/custom field)

Unreadable fields

Message

Required Assets

Type	Name	Notes
email_template	Qualified Lead Transferred Email
custom_field	Verified First Message
tag	GPT Status

Rebuild Steps

Rebuild actions in the order shown from 16:00 to 20:00.

Verification Steps

Create a test contact that matches the trigger and confirm tags, fields, notifications, sheets, and opportunities update as shown.

Open Questions

None captured.

Conflicts

None captured.

10. Auto follow-up unknown

Purpose

To send an automated follow-up message if a contact does not respond within a specified interval.

Timestamps

20:00-24:00

Trigger type

Contact Activity

Trigger confidence

high

Trigger Setup Text

Send follow-up to contacts who haven't replied within a certain time.

Logic

None captured.

Actions

1. Configure Follow-up AI Bot Setting

Purpose

Sets the conditions and message for the auto follow-up.

Timestamps

20:00

Fields

Field	Exact value	Source	Confidence	Notes
Enable follow-up	true	screen	high	Checkbox is checked.
Contact happens	Immediately	screen	high
Contact responds	Immediately	screen	high
Interval of no response	1 minute	screen	high

Prompt / Message

Hey, just checking in. Are you still there?

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

Required Assets

No separate assets captured.

Rebuild Steps

Rebuild actions in the order shown from 20:00 to 24:00.

Verification Steps

Create a test contact that matches the trigger and confirm tags, fields, notifications, sheets, and opportunities update as shown.

Open Questions

None captured.

Conflicts

None captured.

11. Stop Bot unknown

Purpose

To define conditions under which the AI bot should stop its conversation.

Timestamps

20:00-24:00

Trigger type

User Input

Trigger confidence

high

Trigger Setup Text

Stop bot when understanding the customer wants the conversation to stop.

Logic

None captured.

Actions

1. Configure Stop Bot Conditions AI Bot Setting

Purpose

Sets the conditions for stopping the bot.

Timestamps

20:04

Fields

Field	Exact value	Source	Confidence	Notes
Enable interruption	true	screen	high	Checkbox is checked.
Already satisfied	true	screen	high	Checkbox is checked.
Anxiety detected	true	screen	high	Checkbox is checked.
Wrong intent/reply	true	screen	high	Checkbox is checked.
Opt-out	true	screen	high	Checkbox is checked.
Get estimate	true	screen	high	Checkbox is checked.

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

Required Assets

No separate assets captured.

Rebuild Steps

Rebuild actions in the order shown from 20:00 to 24:00.

Verification Steps

Create a test contact that matches the trigger and confirm tags, fields, notifications, sheets, and opportunities update as shown.

Open Questions

None captured.

Conflicts

None captured.

12. Knowledge Base - Key Responses 1776171435817 (FAQs) unknown

Purpose

To provide automated responses to frequently asked questions based on predefined Q&A pairs.

Timestamps

20:00-24:00

Trigger type

Implicit User Query

Trigger confidence

high

Trigger Setup Text

User asks a question matching a predefined FAQ.

Logic

None captured.

Actions

1. What happens after I send my info? FAQ Response

Purpose

Answers what happens after a user sends their information.

Timestamps

20:30

Fields

No readable field values captured.

Prompt / Message

Once you send your info, I'll pass it to our estimator at {{custom_values.business_name}}. They'll reach out to you directly to talk about your {{custom_values.niche}} and set up an estimate.

Conditions

No branch conditions captured.

Dependencies

custom_values.business_name
custom_values.niche

Unreadable fields

None captured.

2. Are you a real person or a bot? FAQ Response

Purpose

Clarifies the identity of the conversational agent.

Timestamps

20:42

Fields

No readable field values captured.

Prompt / Message

I'm a real person! My name is Collins and I'm the page admin for {{custom_values.business_name}}.

Conditions

No branch conditions captured.

Dependencies

custom_values.business_name

Unreadable fields

None captured.

3. Do you fix (service we offer)? FAQ Response

Purpose

Answers whether a specific service is offered, prompting for location if not confirmed.

Timestamps

20:48

Fields

No readable field values captured.

Prompt / Message

+ Location not confirmed: "We can help! Send me your zip code so I can confirm we service your area" + Location confirmed: "We can help! What's the best phone number for our estimator to reach you?"

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

4. Are you going to sell my number? FAQ Response

Purpose

Assures the user their number will not be sold.

Timestamps

20:53

Fields

No readable field values captured.

Prompt / Message

+ This page is owned by {{custom_values.business_name}}, we're not going to do anything with your number other than contact you about your project

Conditions

No branch conditions captured.

Dependencies

custom_values.business_name

Unreadable fields

None captured.

5. Pricing question (first time) FAQ Response

Purpose

Provides initial information on pricing, requesting location if not confirmed.

Timestamps

20:56

Fields

No readable field values captured.

Prompt / Message

+ Location not confirmed: "Honestly it depends on your property and project. Can you send me your zip so I can make sure we service your area?" + Location confirmed: "Honestly it depends on your property and project. What's the best phone number for our estimator to reach you?"

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

6. I prefer texts / I hate calls FAQ Response

Purpose

Acknowledges preference for text and asks for the best number.

Timestamps

21:00

Fields

No readable field values captured.

Prompt / Message

+ No problem, I'll note that you prefer a text first. What's the best number for our estimator to reach you?

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

7. Can I call you? / What's your number? FAQ Response

Purpose

Provides contact number or asks for user's number for a callback.

Timestamps

21:03

Fields

No readable field values captured.

Prompt / Message

+ You can reach us at {{custom_values.business_phone}}, or if you send me your number I can have someone call you

Conditions

No branch conditions captured.

Dependencies

custom_values.business_phone

Unreadable fields

None captured.

8. When can you come? / What day/time? FAQ Response

Purpose

Asks for preferred day and time for service.

Timestamps

21:06

Fields

No readable field values captured.

Prompt / Message

+ Tell me, is there a day or time that works best for you?

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

9. Technical / how-to / DIY questions FAQ Response

Purpose

Redirects technical questions to an estimator, asking for location if not confirmed.

Timestamps

21:09

Fields

No readable field values captured.

Prompt / Message

+ Location not confirmed: "I'm not sure, I'm just the page admin. My job is to grab your info and pass it to our estimator. Send me your zip code so I can confirm we service your area" + Location confirmed: "I'm not sure, I'm just the page admin. My job is to grab your info and pass it to our estimator. What's the best number to reach you?"

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

10. Links to past work? FAQ Response

Purpose

Provides a link to examples of past work on the website.

Timestamps

21:12

Fields

No readable field values captured.

Prompt / Message

+ Yes! You can see examples on our website: {{custom_values.website_url}}

Conditions

No branch conditions captured.

Dependencies

custom_values.website_url

Unreadable fields

None captured.

11. Existing customer FAQ Response

Purpose

Asks for the best number to follow up with an existing customer.

Timestamps

21:15

Fields

No readable field values captured.

Prompt / Message

+ Got it -- what's the best number so I can have the team follow up?

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

12. Are you the contractor? FAQ Response

Purpose

Clarifies the agent's role and asks for contact number for the estimator.

Timestamps

21:18

Fields

No readable field values captured.

Prompt / Message

+ Nope! My name is Collins, I'm just the page admin. My job is to grab your info and pass it to our estimator. What's the best number to reach you at?

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

13. Won't give phone + FAQ Response

Purpose

Offers email as an alternative contact method if the user prefers not to give a phone number.

Timestamps

21:21

Fields

No readable field values captured.

Prompt / Message

+ No worries -- I can have them contact you by email instead. What's the best email?

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

14. Where do you service? / What areas? FAQ Response

Purpose

Determines service area based on zip code and asks for phone number if location is confirmed.

Timestamps

21:24

Fields

No readable field values captured.

Prompt / Message

First, extrapolate major metro area from {{custom_values.service_zip}}. Example 28206 = Charlotte. + Location not confirmed: "We service {{city}} and all surrounding areas, send me your zip code so I can confirm we service your area" Example: "We service Charlotte and all surrounding areas, what's the best phone number for our estimator to reach you?"

Conditions

No branch conditions captured.

Dependencies

custom_values.service_zip
city

Unreadable fields

None captured.

15. Do you service (specific city)? FAQ Response

Purpose

Confirms serviceability for a specific city and requests phone number for an estimate if serviceable.

Timestamps

21:27

Fields

No readable field values captured.

Prompt / Message

+ Serviceable: "Yep, we service {{city}} and the surrounding areas. Just send me your phone number and I'll get you set up with a fast estimate" + Not serviceable: "Looks like that area is outside the area we cover, sorry about that!"

Conditions

No branch conditions captured.

Dependencies

city

Unreadable fields

None captured.

16. What's your website? FAQ Response

Purpose

Provides the company's website URL.

Timestamps

21:30

Fields

No readable field values captured.

Prompt / Message

+ Here's our website: {{custom_values.website_url}}

Conditions

No branch conditions captured.

Dependencies

custom_values.website_url

Unreadable fields

None captured.

17. Renter + FAQ Response

Purpose

Instructs that the property owner needs to request the estimate.

Timestamps

21:33

Fields

No readable field values captured.

Prompt / Message

The property owner would need to request the estimate. Have them message us and we'll get them set up

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

18. Pricing question (repeated) FAQ Response

Purpose

Repeated pricing inquiry, asking for zip code first, then phone number if location is confirmed.

Timestamps

21:36

Fields

No readable field values captured.

Prompt / Message

+ Location not confirmed: "Send me your zip first so I can confirm we service your area" + Location confirmed, no phone: "Our estimator will definitely be able to answer that for you. Send your number and he'll reach out to chat about your project"

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

19. Are estimates free? FAQ Response

Purpose

Confirms free estimates, asking for zip code then best contact number.

Timestamps

21:39

Fields

No readable field values captured.

Prompt / Message

+ Location not confirmed: "Yes, all estimates are free! Just need your zip so I can confirm we service your area" + Location confirmed: "Yes, all estimates are free! Just send me your best number and I'll have our estimator reach out soon!"

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

20. What company is this? FAQ Response

Purpose

Identifies the company and asks what service the user is looking for.

Timestamps

21:42

Fields

No readable field values captured.

Prompt / Message

+ This page is owned by {{custom_values.business_name}} here's our website: {{custom_values.website_url}}, what are you looking to get done?

Conditions

No branch conditions captured.

Dependencies

custom_values.business_name
custom_values.website_url

Unreadable fields

None captured.

21. Invalid number + FAQ Response

Purpose

Requests re-sending of a phone number if the previous one was invalid.

Timestamps

21:45

Fields

No readable field values captured.

Prompt / Message

Hey that number didn't look right -- can you resend the best number to reach you?

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

Required Assets

Type	Name	Notes
custom_field	custom_values.business_name
custom_field	custom_values.niche
custom_field	custom_values.business_phone
custom_field	custom_values.website_url
custom_field	custom_values.service_zip
custom_field	city

Rebuild Steps

Rebuild actions in the order shown from 20:00 to 24:00.

Verification Steps

Create a test contact that matches the trigger and confirm tags, fields, notifications, sheets, and opportunities update as shown.

Open Questions

None captured.

Conflicts

None captured.

13. Lead Gen unknown

Purpose

Generate initial leads and conversations by addressing the contractor's mindset of being stuck and having an empty calendar.

Timestamps

24:00-24:54

Trigger type

ManyChat Trigger

Trigger confidence

high

Trigger Setup Text

ManyChat trigger word wired before the post goes live.

Logic

None captured.

Actions

1. ManyChat Trigger Setup ManyChat Automation

Purpose

Engage leads via ManyChat based on a trigger word from a social media post.

Timestamps

24:03

Fields

Field	Exact value	Source	Confidence	Notes
Offer/Message	"7 inspections in 9 days"	screen	high	Implied offer or message for the ManyChat flow.
Trigger Word	[not readable in recording]	inferred	medium	Implied by 'ManyChat trigger word', but the specific word is not visible.

Conditions

No branch conditions captured.

Dependencies

ManyChat
Social Media Post

Unreadable fields

None captured.

Required Assets

No separate assets captured.

Rebuild Steps

Rebuild actions in the order shown from 24:00 to 24:54.

Verification Steps

Create a test contact that matches the trigger and confirm tags, fields, notifications, sheets, and opportunities update as shown.

Open Questions

None captured.

Conflicts

None captured.

14. Nurture unknown

Purpose

Qualify curious but skeptical leads who have 'tried Facebook ads before' and prefer DM replies over Zoom calls.

Timestamps

24:00-24:54

Trigger type

DM Reply

Trigger confidence

high

Trigger Setup Text

will reply in a DM

Logic

None captured.

Actions

1. Send Micro-magnet & SMS Qualification Send SMS

Purpose

Deliver a short content piece (micro-magnet) and qualify leads via SMS based on BANT criteria.

Timestamps

24:07

Fields

Field	Exact value	Source	Confidence	Notes
Micro-magnet Content	2-min micro-magnet	screen	high	Implied content to be delivered.
Qualification Criteria	BANT (spend, decision maker, need, timing)	screen	high	First line disqualifies wrong fits.

Conditions

No branch conditions captured.

Dependencies

Micro-magnet content

Unreadable fields

None captured.

Required Assets

No separate assets captured.

Rebuild Steps

Rebuild actions in the order shown from 24:00 to 24:54.

Verification Steps

Create a test contact that matches the trigger and confirm tags, fields, notifications, sheets, and opportunities update as shown.

Open Questions

None captured.

Conflicts

None captured.

15. Conversion unknown

Purpose

Convert qualified leads into paying clients by offering certainty, removing risk, and providing clear payment options.

Timestamps

24:00-24:54

Trigger type

Qualified Lead Ready for Offer

Trigger confidence

high

Trigger Setup Text

Ready to move if the risk is off the table.

Logic

None captured.

Actions

1. Send Loom Sales Presentation Send Email/SMS (containing video link)

Purpose

Present the product/thesis and inoculate objections using an 8-minute Loom video.

Timestamps

24:11

Fields

Field	Exact value	Source	Confidence	Notes
Video Length	8-min	screen	high
Video Content Focus	sells product + thesis, inoculates objections.	screen	high

Conditions

No branch conditions captured.

Dependencies

Loom video

Unreadable fields

None captured.

2. Offer Payment Options Payment Integration (Stripe)

Purpose

Provide clear payment options and a Stripe link for immediate conversion.

Timestamps

24:12

Fields

Field	Exact value	Source	Confidence
Payment Tiers	Two tiers ($1,000 anchor first)	screen	high
Default Payment Plan	6-mo PIF as the default	screen	high
Payment Link	Stripe link on the next line.	screen	high

Conditions

No branch conditions captured.

Dependencies

Stripe integration

Unreadable fields

None captured.

Required Assets

No separate assets captured.

Rebuild Steps

Rebuild actions in the order shown from 24:00 to 24:54.

Verification Steps

Create a test contact that matches the trigger and confirm tags, fields, notifications, sheets, and opportunities update as shown.

Open Questions

None captured.

Conflicts

None captured.

16. Retention unknown

Purpose

Ensure client satisfaction and prevent churn by building trust in the first 30 days.

Timestamps

24:00-24:54

Trigger type

Client Onboarding/Service Start

Trigger confidence

high

Trigger Setup Text

Trust is won or lost in the first 30 days.

Logic

None captured.

Actions

1. Track Key Dates Update Contact Field

Purpose

Record and monitor lead qualification and inspection dates to ensure timely service delivery.

Timestamps

24:15

Fields

Field	Exact value	Source	Confidence	Notes
Qualified Lead Date Target	<14 days	screen	high
First Inspection Date Target	<21 days	screen	high

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

2. No-Call-Back Alert Internal Notification

Purpose

Notify the team if a client has not been called back within 15 minutes to prevent service gaps.

Timestamps

24:16

Fields

Field	Exact value	Source	Confidence	Notes
Alert Condition	15-min no-call-back alert.	screen	high

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

3. Proactive Refund Policy Refund Process

Purpose

Manage refunds proactively for projects under a certain value to enhance client satisfaction.

Timestamps

24:16

Fields

Field	Exact value	Source	Confidence	Notes
Refund Threshold	Under 50k = proactive refund before he asks.	screen	high

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

Required Assets

No separate assets captured.

Rebuild Steps

Rebuild actions in the order shown from 24:00 to 24:54.

Verification Steps

Create a test contact that matches the trigger and confirm tags, fields, notifications, sheets, and opportunities update as shown.

Open Questions

None captured.

Conflicts

None captured.

17. Ascension unknown

Purpose

Convert satisfied clients into long-term, high-value customers and advocates, leveraging their success.

Timestamps

24:00-24:54

Trigger type

Client Satisfaction/Successful Project Completion

Trigger confidence

high

Trigger Setup Text

Now a believer and a walking case study.

Logic

None captured.

Actions

1. Offer 6-Month Prepay Payment Integration

Purpose

Offer an extended, refundable prepay option to lock in clients.

Timestamps

24:19

Fields

Field	Exact value	Source	Confidence	Notes
Prepay Term	6-mo prepay (refundable)	screen	high

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

2. Premium Tier Upsell Upsell/Cross-sell

Purpose

Introduce premium-tier options to clients at month 3.

Timestamps

24:19

Fields

Field	Exact value	Source	Confidence	Notes
Timing	at month 3	screen	high

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

3. Implement Footage Flywheel Asset Collection / Marketing Automation

Purpose

Collect and utilize client job photos for marketing and advertising.

Timestamps

24:20

Fields

Field	Exact value	Source	Confidence	Notes
Asset Usage	his job photos in your ads	screen	high

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

4. Request Referrals Send Email/SMS

Purpose

Solicit referrals from satisfied clients after their first successful result.

Timestamps

24:20

Fields

Field	Exact value	Source	Confidence	Notes
Timing	on first result.	screen	high

Conditions

No branch conditions captured.

Dependencies

None captured.

Unreadable fields

None captured.

Required Assets

No separate assets captured.

Rebuild Steps

Rebuild actions in the order shown from 24:00 to 24:54.

Verification Steps

Create a test contact that matches the trigger and confirm tags, fields, notifications, sheets, and opportunities update as shown.

Open Questions

None captured.

Conflicts

None captured.

Unique Action Library reference only

Action type	Used in workflows	Fields to check	Notes
If/Else	+4 App Transfer Tracking, CS: Onboard Sales Call Live Chat, Qualified Lead Tracking, Qualified Lead Tracking (12:00-16:00 variant), Qualify Sales Pipeline Trigger, Standard - Qualified Lead Automation	Action Name	Extracted from Loom segment analysis.
Add Contact Tag	+4 App Transfer Tracking, CS: Onboard Sales Call Live Chat, Manual Transfer Tracking, Qualified Lead Tracking, Qualified Lead Tracking (12:00-16:00 variant), Qualified Tag - Add Unqualified Users, Qualify Sales Pipeline Trigger	New Tag, Select Tag, Tag	Extracted from Loom segment analysis.
Create/Update Opportunity	+4 App Transfer Tracking, CS: Onboard Sales Call Live Chat, Qualified Lead Tracking (12:00-16:00 variant), Qualify Sales Pipeline Trigger	Allow duplicate opportunity, Allow opportunity to move backwards, Allow opportunity to move to next stage, Assigned To, Assigned User, Client Email, Client Location, Client Name, Client Phone #, Client Zip Code, Comment, Company, Contact, Form Message, Form Name, Form Submission Date, Form Submission Time, Lead Value, Mark opportunity as 'Lost' if moved to last stage, Mark opportunity as 'Won' if moved to last stage, Opportunity Name, Opportunity Source, Opportunity Value, Pipeline, Pipeline Stage, Project Type, Referrer, Source, Stage, Status, URL, UTM Campaign, UTM Content, UTM Medium, UTM Source, UTM Term	Extracted from Loom segment analysis.
Internal Notification	+4 App Transfer Tracking, CS: Onboard Sales Call Live Chat, Manual Transfer Tracking, Qualified Lead Tracking (12:00-16:00 variant), Retention	Alert Condition, Message, Notification Type, Send To, Send to, Subject, Type, User Type	Extracted from Loom segment analysis.
Google Sheets	CS: Onboard Sales Call Live Chat	Account, Action	Extracted from Loom segment analysis.
Workflow Trigger	Standard - Qualified Lead Automation	Event, In Workflow, Limit, Workflow Trigger	Extracted from Loom segment analysis.
Send Email	Standard - Qualified Lead Automation	Enable FWM for specific channels, From Email, From Name, Subject, Template, To Email	Extracted from Loom segment analysis.
Create Opportunity	Qualified Tag - Add Unqualified Users, Standard - Qualified Lead Automation	Assigned To, Company, Contact, Lead Value, Opportunity Name, Pipeline, Pipeline Stage, Source, Status	Extracted from Loom segment analysis.
AI bot	Qualified Lead Tracking	Custom Field	Extracted from Loom segment analysis.
Webhook	Manual Transfer Tracking, Qualified Lead Tracking, Qualified Tag - Add Unqualified Users	Account, Action, Address, City, Company, Email, First Name, Last Name, Message, Phone, Source, Spreadsheet, State, UTM Campaign, UTM Content, UTM Medium, UTM Source, UTM Term, Web URL, Website, Worksheet, Zip	Extracted from Loom segment analysis.
Send SMS	Manual Transfer Tracking, Nurture	Micro-magnet Content, Qualification Criteria	Extracted from Loom segment analysis.
GPT Personalization	+4 App Transfer Tracking	Action Type, Conversation, Model, Response format	Extracted from Loom segment analysis.
Update Contact Field	+4 App Transfer Tracking, Retention	Custom Field, First Inspection Date Target, Qualified Lead Date Target, Value	Extracted from Loom segment analysis.
Send Message	+4 App Transfer Tracking, Qualified Lead Tracking (12:00-16:00 variant)	Send to	Extracted from Loom segment analysis.
send_email	V2 Qualified Lead Tracking	From Email, From Name, Subject, Template	Extracted from Loom segment analysis.
if_else	V2 Qualified Lead Tracking		Extracted from Loom segment analysis.
update_contact_field	V2 Qualified Lead Tracking	Add Tag, Remove From Message To Filter For Incomplete Chat, Remove Tag	Extracted from Loom segment analysis.
AI Bot Setting	Auto follow-up, Stop Bot	Already satisfied, Anxiety detected, Contact happens, Contact responds, Enable follow-up, Enable interruption, Get estimate, Interval of no response, Opt-out, Wrong intent/reply	Extracted from Loom segment analysis.
FAQ Response	Knowledge Base - Key Responses 1776171435817 (FAQs)		Extracted from Loom segment analysis.
ManyChat Automation	Lead Gen	Offer/Message, Trigger Word	Extracted from Loom segment analysis.
Send Email/SMS (containing video link)	Conversion	Video Content Focus, Video Length	Extracted from Loom segment analysis.
Payment Integration (Stripe)	Conversion	Default Payment Plan, Payment Link, Payment Tiers	Extracted from Loom segment analysis.
Refund Process	Retention	Refund Threshold	Extracted from Loom segment analysis.
Payment Integration	Ascension	Prepay Term	Extracted from Loom segment analysis.
Upsell/Cross-sell	Ascension	Timing	Extracted from Loom segment analysis.
Asset Collection / Marketing Automation	Ascension	Asset Usage	Extracted from Loom segment analysis.
Send Email/SMS	Ascension	Timing	Extracted from Loom segment analysis.

Global Assets reference only

Type	Name	Where used
calendar	Sales Call Calendar	required by extracted workflows
custom_field	Assigned User	required by extracted workflows
custom_field	City	+4 App Transfer Tracking
custom_field	Comment	+4 App Transfer Tracking
custom_field	GPT Personality	Qualified Lead Tracking
custom_field	GPT Users	Qualified Lead Tracking
custom_field	Location	+4 App Transfer Tracking
custom_field	Name	+4 App Transfer Tracking
custom_field	Phone #	+4 App Transfer Tracking
custom_field	Project Type	+4 App Transfer Tracking
custom_field	Verified First Message	V2 Qualified Lead Tracking
custom_field	Zip Code	+4 App Transfer Tracking
custom_field	city	Knowledge Base - Key Responses 1776171435817 (FAQs)
custom_field	custom_values.business_name	Knowledge Base - Key Responses 1776171435817 (FAQs)
custom_field	custom_values.business_phone	Knowledge Base - Key Responses 1776171435817 (FAQs)
custom_field	custom_values.niche	Knowledge Base - Key Responses 1776171435817 (FAQs)
custom_field	custom_values.service_zip	Knowledge Base - Key Responses 1776171435817 (FAQs)
custom_field	custom_values.website_url	Knowledge Base - Key Responses 1776171435817 (FAQs)
custom_value	custom_values.business_name	required by extracted workflows
custom_value	custom_values.business_phone	required by extracted workflows
custom_value	custom_values.niche	required by extracted workflows
custom_value	custom_values.service_zip	required by extracted workflows
custom_value	custom_values.website_url	required by extracted workflows
dependency	App Transfer Tag (tag)	+4 App Transfer Tracking / If Client Tracking
dependency	City (custom field)	+4 App Transfer Tracking / Update City
dependency	Comment (custom field)	+4 App Transfer Tracking / Update Comment
dependency	Custom Field: GPT Personality	Qualified Lead Tracking / If/Else: GPT Personality
dependency	Custom Field: GPT Users	Qualified Lead Tracking / GPT Personality Update
dependency	GPT Status (tag/custom field)	V2 Qualified Lead Tracking / GPT Processing Update
dependency	Google Sheets integration	Manual Transfer Tracking / Google Sheets
dependency	Lead Transfer Tag (tag)	+4 App Transfer Tracking / Add Contact Tag
dependency	Location (custom field)	+4 App Transfer Tracking / Update Location
dependency	Loom video	Conversion / Send Loom Sales Presentation
dependency	ManyChat	Lead Gen / ManyChat Trigger Setup
dependency	Micro-magnet content	Nurture / Send Micro-magnet & SMS Qualification
dependency	NEW LEAD (pipeline stage)	Qualified Lead Tracking (12:00-16:00 variant) / Create/Update Opportunity
dependency	Name (custom field)	+4 App Transfer Tracking / Update Name
dependency	Phone # (custom field)	+4 App Transfer Tracking / Update Phone #
dependency	Project Type (custom field)	+4 App Transfer Tracking / Update Project Type
dependency	Qualified Lead Tag (tag)	Qualified Lead Tracking (12:00-16:00 variant) / If Client Tracking
dependency	Qualified Lead Transferred Email (email template)	V2 Qualified Lead Tracking / Send Email
dependency	Sales Pipeline	CS: Onboard Sales Call Live Chat / Create Opportunity
dependency	Social Media Post	Lead Gen / ManyChat Trigger Setup
dependency	Stripe integration	Conversion / Offer Payment Options
dependency	USER TRANSFER LEAD TRANSFER (pipeline)	Qualified Lead Tracking (12:00-16:00 variant) / Create/Update Opportunity
dependency	Verified First Message (custom field)	V2 Qualified Lead Tracking / If/Else
dependency	Zip Code (custom field)	+4 App Transfer Tracking / Update Zip Code
dependency	appointment.calendar_link	CS: Onboard Sales Call Live Chat / Send Internal Notification
dependency	appointment.start_date	CS: Onboard Sales Call Live Chat / Send Internal Notification
dependency	appointment.start_time	CS: Onboard Sales Call Live Chat / Send Internal Notification
dependency	appointment.title	CS: Onboard Sales Call Live Chat / Send Internal Notification
dependency	city	Knowledge Base - Key Responses 1776171435817 (FAQs) / Do you service (specific city)?
dependency	contact.comment (contact field)	Qualified Lead Tracking (12:00-16:00 variant) / Create/Update Opportunity
dependency	contact.email (contact field)	Qualified Lead Tracking (12:00-16:00 variant) / Create/Update Opportunity
dependency	contact.id (contact field)	Qualified Lead Tracking (12:00-16:00 variant) / Create/Update Opportunity
dependency	contact.location (contact field)	Qualified Lead Tracking (12:00-16:00 variant) / Create/Update Opportunity
dependency	contact.name	CS: Onboard Sales Call Live Chat / Send Internal Notification
dependency	contact.name (contact field)	Qualified Lead Tracking (12:00-16:00 variant) / Create/Update Opportunity
dependency	contact.phone (contact field)	Qualified Lead Tracking (12:00-16:00 variant) / Create/Update Opportunity
dependency	contact.project_type (contact field)	Qualified Lead Tracking (12:00-16:00 variant) / Create/Update Opportunity
dependency	contact.referrer (contact field)	Qualified Lead Tracking (12:00-16:00 variant) / Create/Update Opportunity
dependency	contact.url (contact field)	Qualified Lead Tracking (12:00-16:00 variant) / Create/Update Opportunity
dependency	contact.utm_campaign (contact field)	Qualified Lead Tracking (12:00-16:00 variant) / Create/Update Opportunity
dependency	contact.utm_content (contact field)	Qualified Lead Tracking (12:00-16:00 variant) / Create/Update Opportunity
dependency	contact.utm_medium (contact field)	Qualified Lead Tracking (12:00-16:00 variant) / Create/Update Opportunity
dependency	contact.utm_source (contact field)	Qualified Lead Tracking (12:00-16:00 variant) / Create/Update Opportunity
dependency	contact.utm_term (contact field)	Qualified Lead Tracking (12:00-16:00 variant) / Create/Update Opportunity
dependency	contact.zip_code (contact field)	Qualified Lead Tracking (12:00-16:00 variant) / Create/Update Opportunity
dependency	custom_field: assigned_user	CS: Onboard Sales Call Live Chat / Create Opportunity
dependency	custom_field: booking_source	CS: Onboard Sales Call Live Chat / Send Internal Notification
dependency	custom_values.business_name	Knowledge Base - Key Responses 1776171435817 (FAQs) / What company is this?
dependency	custom_values.business_phone	Knowledge Base - Key Responses 1776171435817 (FAQs) / Can I call you? / What's your number?
dependency	custom_values.niche	Knowledge Base - Key Responses 1776171435817 (FAQs) / What happens after I send my info?
dependency	custom_values.service_zip	Knowledge Base - Key Responses 1776171435817 (FAQs) / Where do you service? / What areas?
dependency	custom_values.website_url	Knowledge Base - Key Responses 1776171435817 (FAQs) / What company is this?
dependency	form_submission.message (workflow variable)	+4 App Transfer Tracking / 11. Extract Comment
dependency	opportunity.link	CS: Onboard Sales Call Live Chat / Send Internal Notification
dependency	pipeline stage: 300	Qualify Sales Pipeline Trigger / Move to 300 Stage
dependency	pipeline stage: Confirmed	Qualify Sales Pipeline Trigger / Move to Confirmed Stage
dependency	pipeline stage: Long Term Nurture	Qualify Sales Pipeline Trigger / Move to Long Term Nurture Stage
dependency	pipeline stage: No Show	Qualify Sales Pipeline Trigger / Move to No Show Stage
dependency	pipeline stage: Qualified	Qualify Sales Pipeline Trigger / Move to Qualified Stage
dependency	pipeline stage: Unconfirmed	Qualify Sales Pipeline Trigger / Move to Unconfirmed Stage
dependency	pipeline stage: Unqualified	Qualify Sales Pipeline Trigger / Move to Unqualified Stage
dependency	pipeline: Sales CRM - Inbound	Qualify Sales Pipeline Trigger / Move to No Show Stage
dependency	steps.1-extract-client-info.phone_number (workflow variable)	+4 App Transfer Tracking / Update Phone #
dependency	steps.10-extract-project-type.project_type (workflow variable)	+4 App Transfer Tracking / Update Project Type
dependency	steps.11-extract-comment.comment (workflow variable)	+4 App Transfer Tracking / Update Comment
dependency	steps.2-extract-location.location (workflow variable)	+4 App Transfer Tracking / Update Location
dependency	steps.3-extract-zip-code.zip_code (workflow variable)	+4 App Transfer Tracking / Update Zip Code
dependency	steps.4-extract-city.city (workflow variable)	+4 App Transfer Tracking / Update City
dependency	steps.5-extract-project-type.project_type (workflow variable)	+4 App Transfer Tracking / Update Project Type
dependency	steps.6-extract-comment.comment (workflow variable)	+4 App Transfer Tracking / Update Comment
dependency	steps.7-extract-client-name.name (workflow variable)	+4 App Transfer Tracking / Update Name
dependency	steps.8-extract-project-type.project_type (workflow variable)	+4 App Transfer Tracking / Update Project Type
dependency	steps.9-extract-comment.comment (workflow variable)	+4 App Transfer Tracking / Update Comment
dependency	tag: Inbound - 300	Qualify Sales Pipeline Trigger / Add Tag: Inbound - 300
dependency	tag: Inbound - Confirmed	Qualify Sales Pipeline Trigger / Add Tag: Inbound - Confirmed
dependency	tag: Inbound - Long Term Nurture	Qualify Sales Pipeline Trigger / Add Tag: Inbound - Long Term Nurture
dependency	tag: Inbound - No Show	Qualify Sales Pipeline Trigger / Add Tag: Inbound - No Show
dependency	tag: Inbound - Qualified	Qualify Sales Pipeline Trigger / Add Tag: Inbound - Qualified
dependency	tag: Inbound - Unconfirmed	Qualify Sales Pipeline Trigger / Add Tag: Inbound - Unconfirmed
dependency	tag: Inbound - Unqualified	Qualify Sales Pipeline Trigger / Add Tag: Inbound - Unqualified
dependency	tag: Sales Call Booked	CS: Onboard Sales Call Live Chat / Add Contact Tag
dependency	tags	Qualify Sales Pipeline Trigger / Condition
dependency	workflow.form_submission.date (workflow variable)	Qualified Lead Tracking (12:00-16:00 variant) / Create/Update Opportunity
dependency	workflow.form_submission.form_name (workflow variable)	Qualified Lead Tracking (12:00-16:00 variant) / Create/Update Opportunity
dependency	workflow.form_submission.message (workflow variable)	Qualified Lead Tracking (12:00-16:00 variant) / Create/Update Opportunity
dependency	workflow.form_submission.time (workflow variable)	Qualified Lead Tracking (12:00-16:00 variant) / Create/Update Opportunity
email_template	Qualified Lead Transferred Email	V2 Qualified Lead Tracking
form	Customer Registration Form	Qualified Lead Tracking (12:00-16:00 variant)
form	Weekly Loan Transfer Tracking Form V2	+4 App Transfer Tracking
integration	Google Sheets	required by extracted workflows
integration	ManyChat	required by extracted workflows
integration	Stripe	required by extracted workflows
other	Loom video	required by extracted workflows
other	Social Media Post	required by extracted workflows
pipeline	Sales CRM - Inbound	Qualify Sales Pipeline Trigger
pipeline	Sales Pipeline	required by extracted workflows
pipeline	USER TRANSFER LEAD TRANSFER	Qualified Lead Tracking (12:00-16:00 variant)
pipeline stage	300	required by extracted workflows
pipeline stage	Confirmed	Qualify Sales Pipeline Trigger
pipeline stage	Long Term Nurture	Qualify Sales Pipeline Trigger
pipeline stage	NEW LEAD	required by extracted workflows
pipeline stage	New Lead	required by extracted workflows
pipeline stage	No Show	Qualify Sales Pipeline Trigger
pipeline stage	Qualified	Qualify Sales Pipeline Trigger
pipeline stage	Responded	Qualify Sales Pipeline Trigger
pipeline stage	Unconfirmed	Qualify Sales Pipeline Trigger
pipeline stage	Unqualified	Qualify Sales Pipeline Trigger
pipeline_stage	NEW LEAD	Qualified Lead Tracking (12:00-16:00 variant)
tag	App Transfer Tag	+4 App Transfer Tracking
tag	GPT Status	V2 Qualified Lead Tracking
tag	Inbound - 300	Qualify Sales Pipeline Trigger
tag	Inbound - Confirmed	Qualify Sales Pipeline Trigger
tag	Inbound - Long Term Nurture	required by extracted workflows
tag	Inbound - No Show	Qualify Sales Pipeline Trigger
tag	Inbound - Qualified	Qualify Sales Pipeline Trigger
tag	Inbound - Responded	Qualify Sales Pipeline Trigger
tag	Inbound - SQL	Qualify Sales Pipeline Trigger
tag	Inbound - Unconfirmed	Qualify Sales Pipeline Trigger
tag	Inbound - Unqualified	Qualify Sales Pipeline Trigger
tag	Lead	Qualified Lead Tracking
tag	Lead Transfer Tag	+4 App Transfer Tracking
tag	Qualified	Qualified Lead Tracking
tag	Qualified Lead Tag	Qualified Lead Tracking (12:00-16:00 variant)
tag	Transferred	Manual Transfer Tracking
tag	Unqualified	Qualified Tag - Add Unqualified Users

Secret Redactions reference only

Secret-looking strings are never shown raw. Regex post-processing found 0 possible raw secret value(s) after Gemini extraction.

Field	Timestamp	Reason
Account	02:00	Looks like an integration account ID/token
Spreadsheet	02:00	Looks like a spreadsheet ID/URL
Worksheet	02:00	Looks like a worksheet ID/name
Account	02:30	Looks like an integration account ID/token
Spreadsheet	02:30	Looks like a spreadsheet ID/URL
Worksheet	02:30	Looks like a worksheet ID/name
Send To	03:12	Email address for internal notification
Account	03:22	Looks like an integration account ID/token
Spreadsheet	03:22	Looks like a spreadsheet ID/URL
Worksheet	03:22	Looks like a worksheet ID/name
Send to	01:45	Email address looks like a personal credential.
Send to	03:10	Email address looks like a personal credential.

Methodology reference only

Analyzed the 24:54 Loom with gemini-2.5-flash native video understanding.
Split extraction into 7 timestamp windows, then consolidated duplicated workflows.
Exact field text is quoted only when visible or spoken; unreadable areas are flagged instead of guessed.
Raw extraction JSON is saved beside this guide for audit: sp-ghl-workflow-rebuild-guide.extraction.json.

Quality Notes

This HTML was rebuilt directly from segment-level extraction because Gemini final consolidation returned malformed/truncated JSON.
Segments 2 and 5 were marked malformed/truncated by Gemini repair, but their recovered workflow/action fields were retained.
Screen-only sampled clips were used at 2 fps to stay within Gemini quota; spoken audio may be incomplete in the segment extraction.
Any value marked [not readable in recording] should be verified inside GHL before handing this to a builder.