Let’s talk about one of the biggest game-changers in the HighLevel universe: automation.
It’s insanely powerful, but it can also get real messy, real fast if you’re not strategic about it.
Mario Aldayuz, Head of Partnerships at HL Pro Tools, recently led a live session packed with golden nuggets on how to maximize automation, refine sales techniques, and scale smarter using HighLevel.
Whether you’re a total automation geek or just trying to keep your workflows from turning into a tangled mess, this session had amazing insights you need to know.
Check the Live Session here:
The Automation Dilemma: Why Complexity Can Kill Your Workflows
Some automations can be monster-sized labyrinth of if/else conditions, all designed to handle different client responses like:
- “I’m available in the morning.”
- “Afternoons work best.”
- “Evenings only.”
The problem? Too many branches, too many conditions, too much room for error.
Let AI Do the Heavy Lifting
Mario’s advice? Ditch the complexity and let GPT handle classification upfront.
Instead of manually sorting responses into endless branches, you can set up a simple GPT-powered custom action to do the heavy lifting for you.
The AI can recognize responses, categorize them instantly, and trigger the right action—without the headache of a million conditions.
The result? A leaner, faster, smarter workflow that gets the job done without breaking your brain every time you need to make a change.
Can AI Handle Vague Responses?
One of the biggest concerns people have with AI-driven automation is, “What if customers don’t give me a clear answer?”
During the Q&A, someone asked if a vague response like “early AM” would throw a wrench in the system. Mario’s response? Not if your GPT prompt is set up right.
AI is smarter than you think—it can handle nuanced language as long as you feed it the right instructions. Instead of programming 50 different variations of morning availability, you can let GPT interpret and categorize responses for you.
3 Pro Tips for Automation Success
Want to make sure your HighLevel workflows are clean, efficient, and scalable? Follow these three rules:
- Use AI early. Set up GPT prompts to classify responses before diving into if/else conditions.
- Audit your workflows. If something is getting stuck, go back and check your early triggers and notifications.
- Simplify everything. If your automation looks like a flowchart from hell, it’s time to clean house.
Final Thoughts: Smarter Automation = More Revenue
At the end of the day, automation should save you time, not create more work. If you’re drowning in complex workflows, it’s time to step back, leverage AI, and streamline your approach.
HighLevel is a powerhouse—but only if you know how to unlock its full potential.
The difference between a clunky, overcomplicated system and a smooth, revenue-generating machine? Smart automation, the right strategy, and expert guidance.
That’s where we come in. Let’s cut through the confusion, optimize your workflows, and build a system that actually works for your business. Visit HL Pro Tools and let’s make it happen.
