A workflow in MONDAi is a rule: when this happens, do this. When a contact submits a form, send a welcome email. When a tag is added, start a nurture sequence. When an appointment is booked, send a confirmation. Every workflow is built from the same two building blocks: a trigger and one or more actions.
The automation engine inside MONDAi runs on GoHighLevel's workflow infrastructure — one of the most powerful in the industry, used at scale by agencies and creators worldwide.
Workflow Anatomy
Trigger: the event that starts the workflow. One trigger per workflow. Actions: everything that happens after. One email or a full multi-week sequence with delays, conditions, and multiple channels.
Steps
Go to Automation → Workflows
Click Create Workflow
Select Start from Scratch or choose a template.
Name the workflow clearly
Use a descriptive name: "New Lead — Welcome Sequence" or "Purchase — Course Access + Email".
Set your trigger
Click Add New Trigger. Choose the event — form submission, tag applied, appointment booked, order placed.
Add your first action
Click the + after the trigger. Choose: Send Email, Send SMS, Add Tag, Wait, Add to Pipeline.
Continue adding actions to build the sequence
Toggle status to Active
A workflow in Draft does not run.
Test with a single contact before going live
Video WalkthroughAutomation → Workflows → Create Workflow — setting a trigger, adding email and wait actions, naming the workflow, toggling from Draft to Active
- Leaving the workflow in Draft — it does not run until Active.
- Using vague workflow names.
- Building complex workflows without testing first.
- Forgetting Wait steps between emails — without them, all actions fire simultaneously.
Next steps
Still stuck?
- Search the MONDAi Help Center
- Email support@mondai.io with a Loom video
- Ask inside the ArchiTech Channel
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