St. Pierre GHL Visual Workflow Atlas 2026-06-25

Objective

Visual screenshot map for rebuilding the GHL setup from the Loom.

Why it matters

Shows parent workflow screens, action config screens, and field maps together.

Coverage

17 workflows/flows · 180 screenshot slots.

Review

18 screenshot slots need review or were withheld.

Review Required

Anything withheld or missing appears here. Withheld screenshots usually contain redacted/sensitive-looking values in the extraction.

Workflow	Action	Time	Status	Notes
Qualified Lead Tracking	Google Sheets	10:00	withheld	Screenshot withheld because extracted fields include a redacted/sensitive-looking value.
Qualified Lead Tracking	Google Sheets	10:01	withheld	Screenshot withheld because extracted fields include a redacted/sensitive-looking value.
Qualified Lead Tracking	Google Sheets	10:02	withheld	Screenshot withheld because extracted fields include a redacted/sensitive-looking value.
Qualified Tag - Add Unqualified Users	Google Sheets	10:30	withheld	Screenshot withheld because extracted fields include a redacted/sensitive-looking value.
Qualified Tag - Add Unqualified Users	Google Sheets	10:31	withheld	Screenshot withheld because extracted fields include a redacted/sensitive-looking value.
Qualified Tag - Add Unqualified Users	Google Sheets	10:32	withheld	Screenshot withheld because extracted fields include a redacted/sensitive-looking value.
Manual Transfer Tracking	Internal Notification	11:12	withheld	Screenshot withheld because extracted fields include a redacted/sensitive-looking value.
Manual Transfer Tracking	Internal Notification	11:13	withheld	Screenshot withheld because extracted fields include a redacted/sensitive-looking value.
Manual Transfer Tracking	Internal Notification	11:14	withheld	Screenshot withheld because extracted fields include a redacted/sensitive-looking value.
Manual Transfer Tracking	Google Sheets	11:22	withheld	Screenshot withheld because extracted fields include a redacted/sensitive-looking value.
Manual Transfer Tracking	Google Sheets	11:23	withheld	Screenshot withheld because extracted fields include a redacted/sensitive-looking value.
Manual Transfer Tracking	Google Sheets	11:24	withheld	Screenshot withheld because extracted fields include a redacted/sensitive-looking value.
+4 App Transfer Tracking	Internal Notification	13:45	withheld	Screenshot withheld because extracted fields include a redacted/sensitive-looking value.
+4 App Transfer Tracking	Internal Notification	13:46	withheld	Screenshot withheld because extracted fields include a redacted/sensitive-looking value.
+4 App Transfer Tracking	Internal Notification	13:47	withheld	Screenshot withheld because extracted fields include a redacted/sensitive-looking value.
Qualified Lead Tracking (12:00-16:00 variant)	Internal Notification	15:10	withheld	Screenshot withheld because extracted fields include a redacted/sensitive-looking value.
Qualified Lead Tracking (12:00-16:00 variant)	Internal Notification	15:11	withheld	Screenshot withheld because extracted fields include a redacted/sensitive-looking value.
Qualified Lead Tracking (12:00-16:00 variant)	Internal Notification	15:12	withheld	Screenshot withheld because extracted fields include a redacted/sensitive-looking value.

Workflow Index

#	Workflow	Actions	Source time
1	Qualify Sales Pipeline Trigger	26	00:00-04:00
2	CS: Onboard Sales Call Live Chat	5	04:00-08:00
3	Standard - Qualified Lead Automation	7	08:00-12:00
4	Qualified Lead Tracking	5	08:00-12:00
5	Qualified Tag - Add Unqualified Users	3	08:00-12:00
6	Manual Transfer Tracking	4	08:00-12:00
7	+4 App Transfer Tracking	28	12:00-16:00
8	Qualified Lead Tracking (12:00-16:00 variant)	5	12:00-16:00
9	V2 Qualified Lead Tracking	3	16:00-20:00
10	Auto follow-up	1	20:00-24:00
11	Stop Bot	1	20:00-24:00
12	Knowledge Base - Key Responses 1776171435817 (FAQs)	21	20:00-24:00
13	Lead Gen	1	24:00-24:54
14	Nurture	1	24:00-24:54
15	Conversion	2	24:00-24:54
16	Retention	3	24:00-24:54
17	Ascension	4	24:00-24:54

1. Qualify Sales Pipeline Trigger 26 actions

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.

Source time
00:00-04:00

Trigger
Multiple Triggers (Contact Tag, Pipeline Stage Changed)

Parent Workflow Screenshot

Qualify Sales Pipeline Trigger workflow_parent at 00:00 — 00:00 · good

Trigger Screenshot

Qualify Sales Pipeline Trigger trigger at 00:00 — 00:00 · good

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.

Actions

1. Condition If/Else

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Condition at 01:33 — 01:33 · good

Field Map

Field	Extracted value	Confidence	Notes
Action Name	Condition	high

2. Add Tag: Inbound - Unqualified Add Contact Tag

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Add Tag: Inbound - Unqualified at 03:22 — 03:22 · good

Field Map

Field	Extracted value	Confidence	Notes
Tag	Inbound - Unqualified	high

3. Move to Unqualified Stage Create/Update Opportunity

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Move to Unqualified Stage at 03:24 — 03:24 · good

Field Map

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

4. Add Tag: Inbound - Unconfirmed Add Contact Tag

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Add Tag: Inbound - Unconfirmed at 03:27 — 03:27 · good

Field Map

Field	Extracted value	Confidence	Notes
Tag	Inbound - Unconfirmed	high

5. Move to Unconfirmed Stage Create/Update Opportunity

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Move to Unconfirmed Stage at 03:29 — 03:29 · good

Field Map

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

6. Add Tag: Inbound - 300 Add Contact Tag

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Add Tag: Inbound - 300 at 03:31 — 03:31 · good

Field Map

Field	Extracted value	Confidence	Notes
Tag	Inbound - 300	high

7. Move to 300 Stage Create/Update Opportunity

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Move to 300 Stage at 03:33 — 03:33 · good

Field Map

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

8. Add Tag: Inbound - Unqualified Add Contact Tag

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Add Tag: Inbound - Unqualified at 03:35 — 03:35 · good

Field Map

Field	Extracted value	Confidence	Notes
Tag	Inbound - Unqualified	high

9. Move to Unqualified Stage Create/Update Opportunity

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Move to Unqualified Stage at 03:37 — 03:37 · good

Field Map

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

10. Add Tag: Inbound - Unconfirmed Add Contact Tag

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Add Tag: Inbound - Unconfirmed at 03:38 — 03:38 · good

Field Map

Field	Extracted value	Confidence	Notes
Tag	Inbound - Unconfirmed	high

11. Move to Unconfirmed Stage Create/Update Opportunity

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Move to Unconfirmed Stage at 03:40 — 03:40 · good

Field Map

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

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

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Add Tag: Inbound - Long Term Nurture at 03:42 — 03:42 · good

Field Map

Field	Extracted value	Confidence	Notes
Tag	Inbound - Long Term Nurture	high

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

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Move to Long Term Nurture Stage at 03:44 — 03:44 · good

Field Map

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

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

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Add Tag: Inbound - Long Term Nurture at 03:46 — 03:46 · good

Field Map

Field	Extracted value	Confidence	Notes
Tag	Inbound - Long Term Nurture	high

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

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Move to Long Term Nurture Stage at 03:48 — 03:48 · good

Field Map

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

16. Add Tag: Inbound - Qualified Add Contact Tag

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Add Tag: Inbound - Qualified at 03:49 — 03:49 · good

Field Map

Field	Extracted value	Confidence	Notes
Tag	Inbound - Qualified	high

17. Move to Qualified Stage Create/Update Opportunity

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Move to Qualified Stage at 03:51 — 03:51 · good

Field Map

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

18. Add Tag: Inbound - Qualified Add Contact Tag

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Add Tag: Inbound - Qualified at 03:52 — 03:52 · good

Field Map

Field	Extracted value	Confidence	Notes
Tag	Inbound - Qualified	high

19. Move to Qualified Stage Create/Update Opportunity

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Move to Qualified Stage at 03:53 — 03:53 · good

Field Map

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

20. Add Tag: Inbound - Confirmed Add Contact Tag

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Add Tag: Inbound - Confirmed at 03:54 — 03:54 · good

Field Map

Field	Extracted value	Confidence	Notes
Tag	Inbound - Confirmed	high

21. Move to Confirmed Stage Create/Update Opportunity

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Move to Confirmed Stage at 03:55 — 03:55 · good

Field Map

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

22. Add Tag: Inbound - Confirmed Add Contact Tag

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Add Tag: Inbound - Confirmed at 03:56 — 03:56 · good

Field Map

Field	Extracted value	Confidence	Notes
Tag	Inbound - Confirmed	high

23. Move to Confirmed Stage Create/Update Opportunity

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Move to Confirmed Stage at 03:57 — 03:57 · good

Field Map

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

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

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Add Tag: Inbound - No Show at 03:58 — 03:58 · good

Field Map

Field	Extracted value	Confidence	Notes
Tag	Inbound - No Show	high

25. Move to No Show Stage Create/Update Opportunity

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Move to No Show Stage at 03:59 — 03:59 · good

Field Map

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

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

Action Configuration Screenshot

Qualify Sales Pipeline Trigger Add Tag: Inbound - No Show at 04:00 — 04:00 · good

Field Map

Field	Extracted value	Confidence	Notes
Tag	Inbound - No Show	high

2. CS: Onboard Sales Call Live Chat 5 actions

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.

Source time
04:00-08:00

Trigger
Customer Booked Appointment

Parent Workflow Screenshot

CS: Onboard Sales Call Live Chat workflow_parent at 04:00 — 04:00 · good

Trigger Screenshot

CS: Onboard Sales Call Live Chat trigger at 04:00 — 04:00 · good

Trigger Setup Text

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

Actions

1. Create Opportunity Create/Update Opportunity

Action Configuration Screenshot

CS: Onboard Sales Call Live Chat Create Opportunity at 05:17 — 05:17 · good

CS: Onboard Sales Call Live Chat Create Opportunity at 05:18 — 05:18 · good

CS: Onboard Sales Call Live Chat Create Opportunity at 05:19 — 05:19 · good

Field Map

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

2. If/Else If/Else

Action Configuration Screenshot

CS: Onboard Sales Call Live Chat If/Else at 05:29 — 05:29 · good

Field Map

No field values captured.

3. Add Contact Tag Add Contact Tag

Action Configuration Screenshot

CS: Onboard Sales Call Live Chat Add Contact Tag at 05:32 — 05:32 · good

Field Map

Field	Extracted value	Confidence	Notes
Select Tag	Sales Call Booked	high

4. Send Internal Notification Internal Notification

Action Configuration Screenshot

CS: Onboard Sales Call Live Chat Send Internal Notification at 05:57 — 05:57 · good

Field Map

Field	Extracted value	Confidence
Send To	Assigned User	high
Notification Type	SMS Notification & In-App Notification	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}	high

Prompt / Message Text

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}

5. Google Sheet Google Sheets

Action Configuration Screenshot

CS: Onboard Sales Call Live Chat Google Sheet at 06:14 — 06:14 · good

Field Map

Field	Extracted value	Confidence	Notes
Account	akash@gohighlevel.com	high
Action	Create Spreadsheet Row	high

3. Standard - Qualified Lead Automation 7 actions

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

Source time
08:00-12:00

Trigger

Parent Workflow Screenshot

Standard - Qualified Lead Automation workflow_parent at 08:00 — 08:00 · good

Trigger Screenshot

No screenshot captured.

Trigger Setup Text

No trigger setup text captured.

Actions

1. Trigger: Lead Created Workflow Trigger

Action Configuration Screenshot

Standard - Qualified Lead Automation Trigger: Lead Created at 08:16 — 08:16 · good

Field Map

Field	Extracted value	Confidence
Workflow Trigger	Customer Register	high
Event	Customer Register	high
In Workflow	All	high
Limit	0	high

Prompt / Message Text

Creates a workflow contact when a new lead is created.

2. Customer CRM Workflow Trigger

Action Configuration Screenshot

Standard - Qualified Lead Automation Customer CRM at 08:18 — 08:18 · good

Field Map

Field	Extracted value	Confidence
Workflow Trigger	Customer CRM	high
Event	Customer CRM	high
In Workflow	All	high
Limit	0	high

Prompt / Message Text

Trigger when the contact is added to a workflow.

3. Customer Tag Workflow Trigger

Action Configuration Screenshot

Standard - Qualified Lead Automation Customer Tag at 08:20 — 08:20 · good

Field Map

Field	Extracted value	Confidence
Workflow Trigger	Customer Tag	high
Event	Customer Tag	high
In Workflow	All	high
Limit	0	high

Prompt / Message Text

Trigger when the contact is added to a workflow.

4. Customer Register Workflow Trigger

Action Configuration Screenshot

Standard - Qualified Lead Automation Customer Register at 08:22 — 08:22 · good

Field Map

Field	Extracted value	Confidence
Workflow Trigger	Customer Register	high
Event	Customer Register	high
In Workflow	All	high
Limit	0	high

Prompt / Message Text

Trigger when the contact is added to a workflow.

5. If/Else: Email Unsubscribe If/Else

Action Configuration Screenshot

Standard - Qualified Lead Automation If/Else: Email Unsubscribe at 08:30 — 08:30 · good

Field Map

No field values captured.

Prompt / Message Text

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

6. Email Contact Send Email

Action Configuration Screenshot

Standard - Qualified Lead Automation Email Contact at 08:54 — 08:54 · good

Field Map

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

Prompt / Message Text

Send an email to the contact.

7. Create Opportunity Create Opportunity

Action Configuration Screenshot

Standard - Qualified Lead Automation Create Opportunity at 09:02 — 09:02 · good

Standard - Qualified Lead Automation Create Opportunity at 09:03 — 09:03 · good

Standard - Qualified Lead Automation Create Opportunity at 09:04 — 09:04 · good

Field Map

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

Prompt / Message Text

Create a new or update existing opportunity.

4. Qualified Lead Tracking 5 actions

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

Source time
08:00-12:00

Trigger
Customer Register

Parent Workflow Screenshot

Qualified Lead Tracking workflow_parent at 08:00 — 08:00 · good

Trigger Screenshot

Qualified Lead Tracking trigger at 08:00 — 08:00 · good

Trigger Setup Text

Creates a workflow contact when a new lead is created.

Actions

1. Add Lead Tag Add Contact Tag

Action Configuration Screenshot

Qualified Lead Tracking Add Lead Tag at 09:32 — 09:32 · good

Field Map

Field	Extracted value	Confidence	Notes
New Tag	Lead	high

Prompt / Message Text

Add a tag to the contact.

2. GPT Personality Update AI bot

Action Configuration Screenshot

Qualified Lead Tracking GPT Personality Update at 09:36 — 09:36 · good

Qualified Lead Tracking GPT Personality Update at 09:37 — 09:37 · good

Qualified Lead Tracking GPT Personality Update at 09:38 — 09:38 · good

Field Map

Field	Extracted value	Confidence	Notes
Custom Field	GPT Users	high

Prompt / Message Text

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'.

3. If/Else: GPT Personality If/Else

Action Configuration Screenshot

Qualified Lead Tracking If/Else: GPT Personality at 09:52 — 09:52 · good

Field Map

No field values captured.

Prompt / Message Text

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

4. Google Sheets Webhook

Action Configuration Screenshot

10:00 · withheld: Screenshot withheld because extracted fields include a redacted/sensitive-looking value.

10:01 · withheld: Screenshot withheld because extracted fields include a redacted/sensitive-looking value.

10:02 · withheld: Screenshot withheld because extracted fields include a redacted/sensitive-looking value.

Field Map

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

Prompt / Message Text

Open a row in Google Sheets.

5. Add Qualified Tag Add Contact Tag

Action Configuration Screenshot

Qualified Lead Tracking Add Qualified Tag at 10:10 — 10:10 · good

Field Map

Field	Extracted value	Confidence	Notes
New Tag	Qualified	high

Prompt / Message Text

Add a tag to the contact.

5. Qualified Tag - Add Unqualified Users 3 actions

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

Source time
08:00-12:00

Trigger
Customer Register

Parent Workflow Screenshot

Qualified Tag - Add Unqualified Users workflow_parent at 08:00 — 08:00 · good

Trigger Screenshot

Qualified Tag - Add Unqualified Users trigger at 08:00 — 08:00 · good

Trigger Setup Text

Creates a workflow contact when a new lead is created.

Actions

1. Add Tag Add Contact Tag

Action Configuration Screenshot

Qualified Tag - Add Unqualified Users Add Tag at 10:26 — 10:26 · good

Field Map

Field	Extracted value	Confidence	Notes
New Tag	Unqualified	high

Prompt / Message Text

Add a tag to the contact.

2. Google Sheets Webhook

Action Configuration Screenshot

10:30 · withheld: Screenshot withheld because extracted fields include a redacted/sensitive-looking value.

10:31 · withheld: Screenshot withheld because extracted fields include a redacted/sensitive-looking value.

10:32 · withheld: Screenshot withheld because extracted fields include a redacted/sensitive-looking value.

Field Map

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

Prompt / Message Text

Open a row in Google Sheets.

3. Create Opportunity Create Opportunity

Action Configuration Screenshot

Qualified Tag - Add Unqualified Users Create Opportunity at 10:46 — 10:46 · good

Qualified Tag - Add Unqualified Users Create Opportunity at 10:47 — 10:47 · good

Qualified Tag - Add Unqualified Users Create Opportunity at 10:48 — 10:48 · good

Field Map

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

Prompt / Message Text

Create a new or update existing opportunity.

6. Manual Transfer Tracking 4 actions

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

Source time
08:00-12:00

Trigger
Manual Transfer

Parent Workflow Screenshot

Manual Transfer Tracking workflow_parent at 08:00 — 08:00 · good

Trigger Screenshot

Manual Transfer Tracking trigger at 08:00 — 08:00 · good

Trigger Setup Text

Creates a workflow contact when a new lead is created.

Actions

1. Internal Notification Internal Notification

Action Configuration Screenshot

11:12 · withheld: Screenshot withheld because extracted fields include a redacted/sensitive-looking value.

11:13 · withheld: Screenshot withheld because extracted fields include a redacted/sensitive-looking value.

11:14 · withheld: Screenshot withheld because extracted fields include a redacted/sensitive-looking value.

Field Map

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

Prompt / Message Text

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

2. Send Message Send SMS

Action Configuration Screenshot

Manual Transfer Tracking Send Message at 11:18 — 11:18 · good

Field Map

No field values captured.

Prompt / Message Text

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

3. Google Sheets Webhook

Action Configuration Screenshot

11:22 · withheld: Screenshot withheld because extracted fields include a redacted/sensitive-looking value.

11:23 · withheld: Screenshot withheld because extracted fields include a redacted/sensitive-looking value.

11:24 · withheld: Screenshot withheld because extracted fields include a redacted/sensitive-looking value.

Field Map

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

Prompt / Message Text

Open a row in Google Sheets.

4. Add Transfer Tag Add Contact Tag

Action Configuration Screenshot

Manual Transfer Tracking Add Transfer Tag at 11:40 — 11:40 · good

Field Map

Field	Extracted value	Confidence	Notes
New Tag	Transferred	high

Prompt / Message Text

Add a tag to the contact.

7. +4 App Transfer Tracking 28 actions

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.

Source time
12:00-16:00

Trigger
Form Submitted

Parent Workflow Screenshot

+4 App Transfer Tracking workflow_parent at 12:00 — 12:00 · good

Trigger Screenshot

+4 App Transfer Tracking trigger at 12:00 — 12:00 · good

Trigger Setup Text

Form Submitted

Actions

1. Add Contact Tag Add Contact Tag

Action Configuration Screenshot

+4 App Transfer Tracking Add Contact Tag at 12:02 — 12:02 · good

Field Map

Field	Extracted value	Confidence	Notes
Tag	App Transfer Tag	high

2. 1. Extract Client Info GPT Personalization

Action Configuration Screenshot

+4 App Transfer Tracking 1. Extract Client Info at 12:13 — 12:13 · good

Field Map

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

Prompt / Message Text

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.

3. Update Phone # Update Contact Field

Action Configuration Screenshot

+4 App Transfer Tracking Update Phone # at 12:25 — 12:25 · good

Field Map

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

4. 2. Extract Location GPT Personalization

Action Configuration Screenshot

+4 App Transfer Tracking 2. Extract Location at 12:28 — 12:28 · good

Field Map

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

Prompt / Message Text

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.

5. Update Location Update Contact Field

Action Configuration Screenshot

+4 App Transfer Tracking Update Location at 12:38 — 12:38 · good

Field Map

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

6. 3. Extract Zip Code GPT Personalization

Action Configuration Screenshot

+4 App Transfer Tracking 3. Extract Zip Code at 12:40 — 12:40 · good

Field Map

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

Prompt / Message Text

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.

7. Update Zip Code Update Contact Field

Action Configuration Screenshot

+4 App Transfer Tracking Update Zip Code at 12:48 — 12:48 · good

Field Map

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

8. 4. Extract City GPT Personalization

Action Configuration Screenshot

+4 App Transfer Tracking 4. Extract City at 12:50 — 12:50 · good

Field Map

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

Prompt / Message Text

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.

9. Update City Update Contact Field

Action Configuration Screenshot

+4 App Transfer Tracking Update City at 12:54 — 12:54 · good

Field Map

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

10. 5. Extract Project Type GPT Personalization

Action Configuration Screenshot

+4 App Transfer Tracking 5. Extract Project Type at 12:55 — 12:55 · good

Field Map

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

Prompt / Message Text

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.

11. Update Project Type Update Contact Field

Action Configuration Screenshot

+4 App Transfer Tracking Update Project Type at 13:01 — 13:01 · good

Field Map

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

12. 6. Extract Comment GPT Personalization

Action Configuration Screenshot

+4 App Transfer Tracking 6. Extract Comment at 13:03 — 13:03 · good

Field Map

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

Prompt / Message Text

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.

13. Update Comment Update Contact Field

Action Configuration Screenshot

+4 App Transfer Tracking Update Comment at 13:08 — 13:08 · good

Field Map

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

14. 7. Extract Client Name GPT Personalization

Action Configuration Screenshot

+4 App Transfer Tracking 7. Extract Client Name at 13:09 — 13:09 · good

Field Map

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

Prompt / Message Text

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.

15. Update Name Update Contact Field

Action Configuration Screenshot

+4 App Transfer Tracking Update Name at 13:15 — 13:15 · good

Field Map

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

16. 8. Extract Project Type GPT Personalization

Action Configuration Screenshot

+4 App Transfer Tracking 8. Extract Project Type at 13:16 — 13:16 · good

Field Map

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

Prompt / Message Text

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.

17. Update Project Type Update Contact Field

Action Configuration Screenshot

+4 App Transfer Tracking Update Project Type at 13:20 — 13:20 · good

Field Map

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

18. 9. Extract Comment GPT Personalization

Action Configuration Screenshot

+4 App Transfer Tracking 9. Extract Comment at 13:21 — 13:21 · good

Field Map

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

Prompt / Message Text

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.

19. Update Comment Update Contact Field

Action Configuration Screenshot

+4 App Transfer Tracking Update Comment at 13:24 — 13:24 · good

Field Map

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

20. 10. Extract Project Type GPT Personalization

Action Configuration Screenshot

+4 App Transfer Tracking 10. Extract Project Type at 13:25 — 13:25 · good

Field Map

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

Prompt / Message Text

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.

21. Update Project Type Update Contact Field

Action Configuration Screenshot

+4 App Transfer Tracking Update Project Type at 13:29 — 13:29 · good

Field Map

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

22. 11. Extract Comment GPT Personalization

Action Configuration Screenshot

+4 App Transfer Tracking 11. Extract Comment at 13:30 — 13:30 · good

Field Map

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

Prompt / Message Text

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.

23. Update Comment Update Contact Field

Action Configuration Screenshot

+4 App Transfer Tracking Update Comment at 13:34 — 13:34 · good

Field Map

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

24. If Client Tracking If/Else

Action Configuration Screenshot

+4 App Transfer Tracking If Client Tracking at 13:39 — 13:39 · good

Field Map

No field values captured.

25. Send Internal Chat Message Send Message

Action Configuration Screenshot

+4 App Transfer Tracking Send Internal Chat Message at 13:41 — 13:41 · good

Field Map

Field	Extracted value	Confidence	Notes
Send to	Assigned User	high

Prompt / Message Text

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}}

26. Add Contact Tag Add Contact Tag

Action Configuration Screenshot

+4 App Transfer Tracking Add Contact Tag at 13:44 — 13:44 · good

Field Map

Field	Extracted value	Confidence	Notes
Tag	Lead Transfer Tag	high

27. Internal Notification Internal Notification

Action Configuration Screenshot

13:45 · withheld: Screenshot withheld because extracted fields include a redacted/sensitive-looking value.

13:46 · withheld: Screenshot withheld because extracted fields include a redacted/sensitive-looking value.

13:47 · withheld: Screenshot withheld because extracted fields include a redacted/sensitive-looking value.

Field Map

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

Prompt / Message Text

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}}

28. Create/Update Opportunity Create/Update Opportunity

Action Configuration Screenshot

+4 App Transfer Tracking Create/Update Opportunity at 13:47 — 13:47 · good

+4 App Transfer Tracking Create/Update Opportunity at 13:48 — 13:48 · good

+4 App Transfer Tracking Create/Update Opportunity at 13:49 — 13:49 · good

Field Map

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

8. Qualified Lead Tracking (12:00-16:00 variant) 5 actions

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

Source time
12:00-16:00

Trigger
Customer Register

Parent Workflow Screenshot

Qualified Lead Tracking (12:00-16:00 variant) workflow_parent at 12:00 — 12:00 · good

Trigger Screenshot

Qualified Lead Tracking (12:00-16:00 variant) trigger at 12:00 — 12:00 · good

Trigger Setup Text

Customer Register

Actions

1. Add Contact Tag Add Contact Tag

Action Configuration Screenshot

Qualified Lead Tracking (12:00-16:00 variant) Add Contact Tag at 14:57 — 14:57 · good

Field Map

Field	Extracted value	Confidence	Notes
Tag	Qualified Lead Tag	high

2. If Client Tracking If/Else

Action Configuration Screenshot

Qualified Lead Tracking (12:00-16:00 variant) If Client Tracking at 15:03 — 15:03 · good

Field Map

No field values captured.

3. Send Internal Chat Message Send Message

Action Configuration Screenshot

Qualified Lead Tracking (12:00-16:00 variant) Send Internal Chat Message at 15:08 — 15:08 · good

Field Map

Field	Extracted value	Confidence	Notes
Send to	Assigned User	high

Prompt / Message Text

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}}

4. Internal Notification Internal Notification

Action Configuration Screenshot

15:10 · withheld: Screenshot withheld because extracted fields include a redacted/sensitive-looking value.

15:11 · withheld: Screenshot withheld because extracted fields include a redacted/sensitive-looking value.

15:12 · withheld: Screenshot withheld because extracted fields include a redacted/sensitive-looking value.

Field Map

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

Prompt / Message Text

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}}

5. Create/Update Opportunity Create/Update Opportunity

Action Configuration Screenshot

Qualified Lead Tracking (12:00-16:00 variant) Create/Update Opportunity at 15:11 — 15:11 · good

Qualified Lead Tracking (12:00-16:00 variant) Create/Update Opportunity at 15:12 — 15:12 · good

Qualified Lead Tracking (12:00-16:00 variant) Create/Update Opportunity at 15:13 — 15:13 · good

Field Map

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

9. V2 Qualified Lead Tracking 3 actions

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

Source time
16:00-20:00

Trigger

Parent Workflow Screenshot

V2 Qualified Lead Tracking workflow_parent at 16:00 — 16:00 · good

Trigger Screenshot

No screenshot captured.

Trigger Setup Text

No trigger setup text captured.

Actions

1. Send Email send_email

Action Configuration Screenshot

V2 Qualified Lead Tracking Send Email at 16:00 — 16:00 · good

V2 Qualified Lead Tracking Send Email at 16:01 — 16:01 · good

V2 Qualified Lead Tracking Send Email at 16:02 — 16:02 · good

Field Map

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

Prompt / Message Text

[not readable in recording]

2. If/Else if_else

Action Configuration Screenshot

V2 Qualified Lead Tracking If/Else at 16:04 — 16:04 · good

Field Map

No field values captured.

3. GPT Processing Update update_contact_field

Action Configuration Screenshot

V2 Qualified Lead Tracking GPT Processing Update at 16:06 — 16:06 · good

V2 Qualified Lead Tracking GPT Processing Update at 16:07 — 16:07 · good

V2 Qualified Lead Tracking GPT Processing Update at 16:08 — 16:08 · good

Field Map

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

Prompt / Message Text

[not readable in recording]

10. Auto follow-up 1 actions

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

Source time
20:00-24:00

Trigger
Contact Activity

Parent Workflow Screenshot

Auto follow-up workflow_parent at 20:00 — 20:00 · good

Trigger Screenshot

Auto follow-up trigger at 20:00 — 20:00 · good

Trigger Setup Text

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

Actions

1. Configure Follow-up AI Bot Setting

Action Configuration Screenshot

Auto follow-up Configure Follow-up at 20:00 — 20:00 · good

Field Map

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

Prompt / Message Text

Hey, just checking in. Are you still there?

11. Stop Bot 1 actions

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

Source time
20:00-24:00

Trigger
User Input

Parent Workflow Screenshot

Stop Bot workflow_parent at 20:00 — 20:00 · good

Trigger Screenshot

Stop Bot trigger at 20:00 — 20:00 · good

Trigger Setup Text

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

Actions

1. Configure Stop Bot Conditions AI Bot Setting

Action Configuration Screenshot

Stop Bot Configure Stop Bot Conditions at 20:04 — 20:04 · good

Field Map

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

12. Knowledge Base - Key Responses 1776171435817 (FAQs) 21 actions

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

Source time
20:00-24:00

Trigger
Implicit User Query

Parent Workflow Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) workflow_parent at 20:00 — 20:00 · good

Trigger Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) trigger at 20:00 — 20:00 · good

Trigger Setup Text

User asks a question matching a predefined FAQ.

Actions

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

Action Configuration Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) What happens after I send my info? at 20:30 — 20:30 · good

Field Map

No field values captured.

Prompt / Message Text

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.

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

Action Configuration Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) Are you a real person or a bot? at 20:42 — 20:42 · good

Field Map

No field values captured.

Prompt / Message Text

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

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

Action Configuration Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) Do you fix (service we offer)? at 20:48 — 20:48 · good

Field Map

No field values captured.

Prompt / Message Text

+ 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?"

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

Action Configuration Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) Are you going to sell my number? at 20:53 — 20:53 · good

Field Map

No field values captured.

Prompt / Message Text

+ 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

5. Pricing question (first time) FAQ Response

Action Configuration Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) Pricing question (first time) at 20:56 — 20:56 · good

Field Map

No field values captured.

Prompt / Message Text

+ 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?"

6. I prefer texts / I hate calls FAQ Response

Action Configuration Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) I prefer texts / I hate calls at 21:00 — 21:00 · good

Field Map

No field values captured.

Prompt / Message Text

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

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

Action Configuration Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) Can I call you? / What's your number? at 21:03 — 21:03 · good

Field Map

No field values captured.

Prompt / Message Text

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

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

Action Configuration Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) When can you come? / What day/time? at 21:06 — 21:06 · good

Field Map

No field values captured.

Prompt / Message Text

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

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

Action Configuration Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) Technical / how-to / DIY questions at 21:09 — 21:09 · good

Field Map

No field values captured.

Prompt / Message Text

+ 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?"

10. Links to past work? FAQ Response

Action Configuration Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) Links to past work? at 21:12 — 21:12 · good

Field Map

No field values captured.

Prompt / Message Text

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

11. Existing customer FAQ Response

Action Configuration Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) Existing customer at 21:15 — 21:15 · good

Field Map

No field values captured.

Prompt / Message Text

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

12. Are you the contractor? FAQ Response

Action Configuration Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) Are you the contractor? at 21:18 — 21:18 · good

Field Map

No field values captured.

Prompt / Message Text

+ 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?

13. Won't give phone + FAQ Response

Action Configuration Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) Won't give phone + at 21:21 — 21:21 · good

Field Map

No field values captured.

Prompt / Message Text

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

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

Action Configuration Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) Where do you service? / What areas? at 21:24 — 21:24 · good

Field Map

No field values captured.

Prompt / Message Text

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?"

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

Action Configuration Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) Do you service (specific city)? at 21:27 — 21:27 · good

Field Map

No field values captured.

Prompt / Message Text

+ 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!"

16. What's your website? FAQ Response

Action Configuration Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) What's your website? at 21:30 — 21:30 · good

Field Map

No field values captured.

Prompt / Message Text

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

17. Renter + FAQ Response

Action Configuration Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) Renter + at 21:33 — 21:33 · good

Field Map

No field values captured.

Prompt / Message Text

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

18. Pricing question (repeated) FAQ Response

Action Configuration Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) Pricing question (repeated) at 21:36 — 21:36 · good

Field Map

No field values captured.

Prompt / Message Text

+ 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"

19. Are estimates free? FAQ Response

Action Configuration Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) Are estimates free? at 21:39 — 21:39 · good

Field Map

No field values captured.

Prompt / Message Text

+ 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!"

20. What company is this? FAQ Response

Action Configuration Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) What company is this? at 21:42 — 21:42 · good

Field Map

No field values captured.

Prompt / Message Text

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

21. Invalid number + FAQ Response

Action Configuration Screenshot

Knowledge Base - Key Responses 1776171435817 (FAQs) Invalid number + at 21:45 — 21:45 · good

Field Map

No field values captured.

Prompt / Message Text

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

13. Lead Gen 1 actions

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

Source time
24:00-24:54

Trigger
ManyChat Trigger

Parent Workflow Screenshot

Lead Gen workflow_parent at 24:00 — 24:00 · good

Trigger Screenshot

Lead Gen trigger at 24:00 — 24:00 · good

Trigger Setup Text

ManyChat trigger word wired before the post goes live.

Actions

1. ManyChat Trigger Setup ManyChat Automation

Action Configuration Screenshot

Lead Gen ManyChat Trigger Setup at 24:03 — 24:03 · good

Field Map

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

14. Nurture 1 actions

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

Source time
24:00-24:54

Trigger
DM Reply

Parent Workflow Screenshot

Nurture workflow_parent at 24:00 — 24:00 · good

Trigger Screenshot

Trigger Setup Text

will reply in a DM

Actions

1. Send Micro-magnet & SMS Qualification Send SMS

Action Configuration Screenshot

Nurture Send Micro-magnet & SMS Qualification at 24:07 — 24:07 · good

Field Map

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

15. Conversion 2 actions

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

Source time
24:00-24:54

Trigger
Qualified Lead Ready for Offer

Parent Workflow Screenshot

Conversion workflow_parent at 24:00 — 24:00 · good

Trigger Screenshot

Conversion trigger at 24:00 — 24:00 · good

Trigger Setup Text

Ready to move if the risk is off the table.

Actions

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

Action Configuration Screenshot

Conversion Send Loom Sales Presentation at 24:11 — 24:11 · good

Field Map

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

2. Offer Payment Options Payment Integration (Stripe)

Action Configuration Screenshot

Conversion Offer Payment Options at 24:12 — 24:12 · good

Field Map

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

16. Retention 3 actions

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

Source time
24:00-24:54

Trigger
Client Onboarding/Service Start

Parent Workflow Screenshot

Retention workflow_parent at 24:00 — 24:00 · good

Trigger Screenshot

Retention trigger at 24:00 — 24:00 · good

Trigger Setup Text

Trust is won or lost in the first 30 days.

Actions

1. Track Key Dates Update Contact Field

Action Configuration Screenshot

Retention Track Key Dates at 24:15 — 24:15 · good

Field Map

Field	Extracted value	Confidence	Notes
Qualified Lead Date Target	<14 days	high
First Inspection Date Target	<21 days	high

2. No-Call-Back Alert Internal Notification

Action Configuration Screenshot

Retention No-Call-Back Alert at 24:16 — 24:16 · good

Field Map

Field	Extracted value	Confidence	Notes
Alert Condition	15-min no-call-back alert.	high

3. Proactive Refund Policy Refund Process

Action Configuration Screenshot

Retention Proactive Refund Policy at 24:16 — 24:16 · good

Field Map

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

17. Ascension 4 actions

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

Source time
24:00-24:54

Trigger
Client Satisfaction/Successful Project Completion

Parent Workflow Screenshot

Ascension workflow_parent at 24:00 — 24:00 · good

Trigger Screenshot

Ascension trigger at 24:00 — 24:00 · good

Trigger Setup Text

Now a believer and a walking case study.

Actions

1. Offer 6-Month Prepay Payment Integration

Action Configuration Screenshot

Ascension Offer 6-Month Prepay at 24:19 — 24:19 · good

Field Map

Field	Extracted value	Confidence	Notes
Prepay Term	6-mo prepay (refundable)	high

2. Premium Tier Upsell Upsell/Cross-sell

Action Configuration Screenshot

Ascension Premium Tier Upsell at 24:19 — 24:19 · good

Field Map

Field	Extracted value	Confidence	Notes
Timing	at month 3	high

3. Implement Footage Flywheel Asset Collection / Marketing Automation

Action Configuration Screenshot

Ascension Implement Footage Flywheel at 24:20 — 24:20 · good

Field Map

Field	Extracted value	Confidence	Notes
Asset Usage	his job photos in your ads	high

4. Request Referrals Send Email/SMS

Action Configuration Screenshot

Ascension Request Referrals at 24:20 — 24:20 · good

Field Map

Field	Extracted value	Confidence	Notes
Timing	on first result.	high

Methodology

Built from the Loom video and the existing field extraction JSON.
Targeted frames were pulled at workflow/action timestamps, with extra nearby frames for long or risky action configs.
This atlas is visual support; the EA Ask AI guide remains the text build manual.