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AI Powered Email Generation in Workflow Action

Create professional, high-converting emails in seconds with GHL Customer Care’s AI Email Action. Save time, boost engagement, and streamline workflow automation.

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

Create professional, high-converting emails in seconds using GHL Customer Care’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?

Workflow Email Action AI is an integrated artificial intelligence tool within GHL Customer Care’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 GHL Customer Care 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 1: Navigate to Workflows (image 1 of 6) What this shows Log in to your GHL Customer Care account. What this shows Illustrates the "Step 1: Navigate to Workflows" section of "AI Powered Email Generation in Workflow Action". This animation appears in the "Step 1: Navigate to Workflows" section of "AI Powered Email Generation in Workflow Action". The text alongside this image reads: Log in to your GHL Customer Care account. Click on Automation in the left-hand menu. Select Workflows. Choose one of the following. Immediately after, the guide continues: Inside your workflow builder, add your trigger (e.g., form submission, payment received, etc.). Click the + button to add a new action. In the search bar, type Email/Send Email, or Scroll to the Communications section and select Send Email. Image 1 of 6 What to chooseLog in to your GHL Customer Care account. Click on Automation in the left-hand menu. Select Workflows. Choose one of the following: Next stepInside your workflow builder, add your trigger (e.g., form submission, payment received, etc.). Click the + button to add a new action. In the search bar, type Email/Send Email, or Scroll to the Communications section and select Send Email.

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 2: Add the Send Email Action (image 2 of 6) What this shows Inside your workflow builder, add your trigger (e.g., form submission, payment received, etc.). What this shows Illustrates the "Step 2: Add the Send Email Action" section of "AI Powered Email Generation in Workflow Action". This animation appears in the "Step 2: Add the Send Email Action" section of "AI Powered Email Generation in Workflow Action". The text alongside this image reads: Inside your workflow builder, add your trigger (e.g., form submission, payment received, etc.). Click the + button to add a new action. In the search bar, type Email/Send Email, or Scroll to the Communications section and select Send Email. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: In the Send Email action block. Image 2 of 6 What to fill inInside your workflow builder, add your trigger (e.g., form submission, payment received, etc.). Click the + button to add a new action. In the search bar, type Email/Send Email, or Scroll to the Communications section and select Send Email.
Fields in this part of the guide In the search bar, type Email/Send Email, or
Buttons and menus referenced +Email/Send EmailCommunicationsSendEmail
Next stepIn the Send Email action block:
All 4 steps in this procedure
  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 Send Email.

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 3: Configure Basic Email Settings (image 3 of 6) What this shows For full setup of Send Email Action, check the Workflow Action - Send Email guide. What this shows Illustrates the "Step 3: Configure Basic Email Settings" section of "AI Powered Email Generation in Workflow Action". This screenshot appears in the "Step 3: Configure Basic Email Settings" section of "AI Powered Email Generation in Workflow Action". The text alongside this image reads: For full setup of Send Email Action, check the Workflow Action - Send Email guide. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Click on the Write with AI button in the Message segment. Choose a Tone from the dropdown (e.g., Friendly, Professional, Casual). Enter a P rompt describing: Click on Generate Email. Image 3 of 6 What this coversFor full setup of Send Email Action, check the Workflow Action - Send Email guide.
Fields in this part of the guide In the Send Email action block:Name the action (e.g., Consultation Follow-Up)
Buttons and menus referenced SendEmailName the actionFrom NameFrom EmailCCBCCSubject line
Next stepClick on the Write with AI button in the Message segment. Choose a Tone from the dropdown (e.g., Friendly, Professional, Casual). Enter a P rompt describing: Click on Generate Email.
Example values
Name the action (e.g., Consultation Follow-Up)
Priya Raman

Illustrative values showing the expected format. They are not read from the screenshot.

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 4: Launch AI Email Writer (image 4 of 6) What this shows Click on the Write with AI button in the Message segment. What this shows Illustrates the "Step 4: Launch AI Email Writer" section of "AI Powered Email Generation in Workflow Action". This animation appears in the "Step 4: Launch AI Email Writer" section of "AI Powered Email Generation in Workflow Action". The text alongside this image reads: Click on the Write with AI button in the Message segment. Choose a Tone from the dropdown (e.g., Friendly, Professional, Casual). Enter a P rompt describing: Click on Generate Email. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: AI will auto-fill: Review the content: You can also provide suggestions and Regenerate the email. When ready, click Use Email. Image 4 of 6 What to fill inClick on the Write with AI button in the Message segment. Choose a Tone from the dropdown (e.g., Friendly, Professional, Casual). Enter a P rompt describing: Click on Generate Email.
Fields in this part of the guide Purpose of the emailAudience (e.g., leads, clients)Desired outcome (e.g., booking, reply, purchase)
Buttons and menus referenced Write with AIMessageTonePromptGenerate Email
Next stepAI will auto-fill: Review the content: You can also provide suggestions and Regenerate the email. When ready, click Use Email.
Example values
Purpose of the email
priya.raman@northgatedental.com

Illustrative values showing the expected format. They are not read from the screenshot.

All 4 steps in this procedure
  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 P rompt describing:
  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 5: Insert the Email (image 5 of 6) What this shows AI will auto-fill: Review the content: You can also provide suggestions and Regenerate the email. What this shows Illustrates the "Step 5: Insert the Email" section of "AI Powered Email Generation in Workflow Action". This screenshot appears in the "Step 5: Insert the Email" section of "AI Powered Email Generation in Workflow Action". The text alongside this image reads: AI will auto-fill: Review the content: You can also provide suggestions and Regenerate the email. When ready, click Use Email. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: The AI generated Email will now appear in the Message segment. After inserting the generated content: Click Save Action to finalize. Image 5 of 6 What to fill inAI will auto-fill: Review the content: You can also provide suggestions and Regenerate the email. When ready, click Use Email.
Fields in this part of the guide AI will auto-fill:A suggested subject lineA full email bodyReplace the subject line if preferred
Buttons and menus referenced subject lineemail bodyEditReplace the subject lineprovide suggestionsRegenerateUse Email
Next stepThe AI generated Email will now appear in the Message segment. After inserting the generated content: Click Save Action to finalize.
All 4 steps in this procedure
  1. AI will auto-fill:
  2. Review the content:
  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.

Step 6: Finalize and Save the Action (image 6 of 6) What this shows You’ll now see the completed Send Email step within your workflow. What this shows Illustrates the "Step 6: Finalize and Save the Action" section of "AI Powered Email Generation in Workflow Action". This screenshot appears in the "Step 6: Finalize and Save the Action" section of "AI Powered Email Generation in Workflow Action". The text alongside this image reads: 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. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Q: Can I edit the AI-generated email before sending it? Image 6 of 6 What this coversYou’ll now see the completed Send Email step within your workflow. The AI-generated email is ready to be triggered by your automation logic.
Fields in this part of the guide After inserting the generated content:Send a Test Email (optional)
Buttons and menus referenced Test EmailSave ActionSend Email
Next stepQ: Can I edit the AI-generated email before sending it?
All 3 steps in this procedure
  1. The AI generated Email will now appear in the Message segment.
  2. After inserting the generated content:
  3. Click Save Action to finalize.

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?

No, there is no cost associated with using the Email Action AI.

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.


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