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GoHighLevel Custom Date Reminder Workflow: Recipe 09 Checklist

GoHighLevel workflow recipe 09 · names checked against HighLevel’s help center on October 17, 2026

The problem: A client's anniversary passes with no check-in.

What this workflow does: If a client's start date comes around, GoHighLevel emails them and adds a call task.

The workflow at a glance

Diagram of GoHighLevel workflow recipe 09: Client anniversary check-inCustom Date Reminder: client since; Send Email: anniversary note; Add Task: check-in call; Add Note: anniversary sentTRIGGERCustom Date Reminderclient sinceACTIONSend Emailanniversary noteACTIONAdd Taskcheck-in callACTIONAdd Noteanniversary sent
Diagram, not a screenshot. Drawn by GoHighLevel Partners from the HighLevel help articles listed under Sources. Bold names are HighLevel’s own trigger and action names; the italic values are examples. Your workflow builder will look different.
  1. Trigger — Custom Date Reminder · client since
  2. Action — Send Email · anniversary note
  3. Action — Add Task · check-in call
  4. Action — Add Note · anniversary sent

Bold names are the exact trigger and action names in HighLevel. Values after “·” are examples — use your own.

Step-by-step setup

  1. Create a custom date field such as Client since and fill it for existing clients.
  2. Automation → Workflows → Create Workflow → Start from scratch.
  3. Add New Trigger → Custom Date Reminder. Pick the Client since field; Before Number of Days if you want time to prepare.
  4. Send Email: a short personal note.
  5. Add Task: check-in call, Assign To the account owner.
  6. Add Note: anniversary email sent, so the history shows it.

Example Email message

Subject: One year

Hi {{contact.first_name}}, it's been a year since we started working together. Thank you — [owner name] will call this week to see what's next.

Example only — write your own wording.

Before you publish the workflow

  • Store the start date in a date field
  • Before Number of Days gives you prep time
  • Assign the call to the account owner

Sources

Every trigger and action name above was checked against these HighLevel help articles on October 17, 2026. HighLevel changes its product often; if a label differs in your account, the article is the reference.

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