Step-by-Step Guide: Creating Your First Automation


If you’re tired of monotonous, manual tasks that need to be completed every day, then you should consider automating them. Automation is a powerful tool that can help you increase efficiency and accelerate your business growth. In this article, we will review HighLevel’s video on creating your first automation, step-by-step.

What is HighLevel?

Before we dive into the video, let’s take a moment to learn more about HighLevel. HighLevel is a comprehensive customer relationship management (CRM) platform that specializes in helping businesses manage their customer interactions more efficiently. With HighLevel, you get a range of features like automation, appointment scheduling, lead tracking, funnel building, and messaging.

The Video: Creating Your First Automation

HighLevel has an extensive library of educational videos. In their video, “Creating your First Automation,” they introduce viewers to how easy it is to automate their day-to-day routine tasks. In this video, the host walks the viewer through the simple steps of creating their first automation.

Step One: Head Over to the Automation Tab

The first step in creating your first automation is to move over to the automation tab on the HighLevel platform. From there, you can start building your automation flow.

Step Two: Name Your Automation

Next, you need to give your automation a name that will distinguish it from others you create. HighLevel recommends that your automation name includes a trigger and an action. The trigger is the action that initiates the automation, while the action defines the action that will execute as a result of the trigger.

Step Three: Pick a Trigger

In the third step, you get to select the trigger. A trigger is an activity or event that will begin your automation. The HighLevel platform has a range of options to choose from.

Step Four: Add an Action

Once you’ve selected your trigger, you can add the next action in your automation. This step defines what action will happen as a result of the trigger.

Step Five: Test Your Automation

Finally, it’s time to test your automation. With just a click of a button, you can activate your automation; HighLevel will show the status of your automation as “running.” You can monitor how your automation is tracking and how it’s affecting your outputs.


Overall, HighLevel’s video on creating your first automation is an excellent introduction to how easily you can leverage automation to optimize your business processes and workflows. The video is well-presented, easy to understand, and will ensure that even the most tech-shy person can learn something from it. HighLevel’s CRM platform is designed to help you achieve better results in less time, and the automation tool is a significant part of achieving that objective. So, get ahead of the curve and start automating your day-to-day tasks to boost your business growth!