Create professional, high-converting emails in seconds using HighLevel’s new AI-powered Email Action. Save time, boost engagement, and streamline your workflow automation with just a simple description—no copywriting skills required!

TABLE OF CONTENTS

• What is Workflow Email Action AI?
• Key Benefits of Workflow Email Action AI
• How To Use Workflow Email Action AI
  • Step 1: Navigate to Workflows
  • Step 2: Add the Send Email Action
  • Step 3: Configure Basic Email Settings
  • Step 4: Launch AI Email Writer
  • Step 5: Insert the Email
  • 6. Finalize and Save the Action
• Frequently Asked Questions
• Related Articles

What is Workflow Email Action AI?

Workflow Email Action AI is an integrated artificial intelligence tool within HighLevel’s workflow builder that allows users to generate complete, context-aware emails simply by describing their intent. Instead of manually writing email content, you can use the “Write with AI” feature to instantly create emails tailored to your use case, tone, and audience.

This feature is designed to help users automate email creation, ensuring consistency, professionalism, and high engagement rates, all while reducing the time and effort traditionally required for copywriting.

Key Benefits of Workflow Email Action AI

Discover how Workflow Email Action AI can transform your email automation process:

• Instant Email Generation: Create ready-to-send emails in seconds by providing a brief description.
  
  
• No Copywriting Needed: Eliminate the need for manual writing or hiring copywriters.
  
  
• Customizable Tone: Choose from different tones (neutral, friendly, professional, etc.) to match your brand voice.
  
  
• Context-Aware Content: Generate emails that are relevant to your workflow’s specific context and audience.
  
  
• Flexible Subject Line: Optionally use the AI-generated subject or create your own.
  
  
• Easy Revisions: Quickly re-generate or refine emails with follow-up prompts.
  
  
• Seamless Workflow Integration: Insert AI-generated emails directly into your workflow without leaving the builder.
  
  
• Enhanced Productivity: Save time and focus on higher-level strategy instead of repetitive content creation.

How To Use Workflow Email Action AI

Proper setup ensures you get the most out of AI-powered email generation, allowing you to automate communications efficiently and maintain a consistent brand voice.

Step 1: Navigate to Workflows

1. Log in to your HighLevel account.
   
   
2. Click on Automation in the left-hand menu.
   
   
3. Select Workflows.
   
   
4. Choose one of the following:
   
   
   • Click + Create Workflow button to start from scratch. (Refer to - Workflow Builder Walkthrough).
     
     
   • Or, click on an existing workflow name to edit it.
     
     

Step 2: Add the Send Email Action

1. Inside your workflow builder, add your trigger (e.g., form submission, payment received, etc.).
   
   
2. Click the + button to add a new action.
   
   
3. In the search bar, type Email/Send Email, or
   
   
4. Scroll to the Communications section and select SendEmail.

Step 3: Configure Basic Email Settings

1. In the Send Email action block:
   
   
   • Name the action (e.g., Consultation Follow-Up)
     
     
   • Enter the From Name and From Email
     
     
   • Add CC or BCC if needed
     
     
   • Enter Subject line or leave it empty.
     
     

For full setup of Send Email Action, check the Workflow Action - Send Email guide.

Step 4: Launch AI Email Writer

1. Click on the Write with AI button in the Message segment.
   
   
2. Choose a Tone from the dropdown (e.g., Friendly, Professional, Casual).
   
   
3. Enter a Prompt describing:
   
   
   • Purpose of the email
     
     
   • Audience (e.g., leads, clients)
     
     
   • Desired outcome (e.g., booking, reply, purchase)
     
     
4. Click on Generate Email.

Step 5: Insert the Email

1. AI will auto-fill:
   
   
   • A suggested subject line
     
     
   • A full email body
     
     
2. Review the content:
   
   
   • Edit anything that needs adjustment
     
     
   • Replace the subject line if preferred
     
     
3. You can also provide suggestions and Regenerate the email.
   
   
4. When ready, click Use Email.
   
   

Step 6: Finalize and Save the Action

1. The AI generated Email will now appear in the Message segment.
   
   
2. After inserting the generated content:
   
   
   • Add any attachments if needed
     
     
   • Send a Test Email (optional)
     
     
3. Click Save Action to finalize.

You’ll now see the completed Send Email step within your workflow. The AI-generated email is ready to be triggered by your automation logic.

Frequently Asked Questions

Q: Can I edit the AI-generated email before sending it?

Yes, you can review and edit the content before inserting it into your workflow.

Q: What tones are available for AI-generated emails?

The default is neutral, but you can select from various tones such as friendly, professional, or persuasive, etc.

Q: Can I use this feature for all types of workflows?

Email Action AI is available in any workflow where the Send Email action is used.

Q: How does the AI ensure emails are contextually relevant?

The AI uses your description and workflow context to generate tailored, relevant content.

Q: Will this feature work with custom email templates?

You can edit and format the AI-generated email to fit your custom templates as needed.

Q: Is there an extra cost for using Email Action AI?

Email Action AI is included as part of the workflow builder; check your plan for any usage limits.

Q: Can I re-generate the email if I’m not satisfied with the first result?

Yes, you can provide follow-up prompts and re-generate the email as many times as needed.

Related Articles

• Workflow Builder Walkthrough
  
  
• Email Sending Guide: Email Best Practices & Email Warm Up 
  
  
• Workflow AI Assistant