If you’ve ever sent a reminder email for something that was already done — welcome to the club. 🎉
Automation is powerful… until it turns into a chaos machine that keeps emailing people after they’ve already signed, bought, or bailed.
I was on a Zoom call recently with Mario Aldayuz, our Head of Partnerships at HL Pro Tools, and he dropped some serious gold on how to clean up messy automations inside HighLevel.
The goal? Workflows that just work — no loops, no mistakes, no angry clients.
Here’s what came up (and how to fix it fast).
Reminder Emails That Won’t Quit?
Josie, one of the attendees, had a classic issue: Clients were still getting document reminder emails, even after they signed the doc. 😬
Mario’s fix? Simple and effective.
🔧 Use the “Remove from Workflow” action.
Once the document is signed, have your automation pull that contact out of the workflow — immediately.
🗂 Separate your workflows by doc type.
Don’t try to make one mega-workflow do everything. Create smaller, purpose-specific flows so the logic stays clean and you reduce errors.
🧪 Test. Every. Time.
Don’t just assume it works. Run it through yourself or with a test contact to make sure your reminders, tags, and actions are firing exactly when they should.
Automation Done Right
Let’s be honest — if your automation is sending the wrong message to the wrong person at the wrong time, it’s doing more harm than good. But when it’s dialed in?
✨ You save time
✨ Your brand looks pro
✨ Your clients are happier
✨ And you stop waking up to “Why did I get this email?” DMs
The key is clarity and control.
Start small, stay organized, and use the tools inside HighLevel to manage what happens after a trigger fires.
Pro Tips from the Call:
✅ Always have a clear exit strategy for every workflow.
✅ Avoid overlapping logic — don’t use the same triggers across multiple automations without conditions.
✅ Audit your workflows monthly. Just a quick once-over can prevent long-term disasters.
✅ Use notes, naming conventions, and folders to keep things from spiraling out of control.
Your Workflows Should Work for You
Once you’ve got this down, you’re not just automating — you’re building systems that scale.
And if you’re running an agency or SaaS offer, this stuff matters. Because every unnecessary follow-up email or broken sequence is a friction point you don’t need.
Cool Free Thing
Before you can help businesses with your service, you need to build trust.
And the fastest way to do that? ⭐️ Testimonials.
So, in the spirit of free stuff that actually helps, I want to give you my team’s Testimonial Workflow.
It’s the same system we use to collect, organize, and publish testimonials without chasing people down or getting buried in Google Docs.
It works. And your future client trust levels will thank you. 🙌
Want More HighLevel Wins Like This?
If you’re building with HighLevel and want templates, workflows, automations, and support that actually makes sense — check out:
👉 hlprotools.com — it’s where the smart agencies go to scale.
