The Daily Level

Hello there. Jotform finally talks to Workflows, SMS prices shift Oct 13, and AI Agent goes multi-model. Meanwhile the community is still trying to stop clients from “tidying up” live automations.

In today’s newsletter, we’ll get into:

  • Jotform actions & triggers land in Workflows.
  • SMS & phone number prices change October 13.
  • AI Agent action now runs Anthropic, Google, and OpenAI.
 
 

NEW FEATURES

 
 

🚀 Jotform actions & triggers land in Workflows. You can now automate Jotform inside Workflows - fire on new submissions or signed docs, and create form submissions from any workflow.

💰 SMS & phone number prices change Oct 13. International outbound SMS rates and some phone-number rentals get new list prices on October 13 - check destinations you dial into before the switch.

🗂️ Branded all-in-one Client Portal in one login. Instead of five links for training, community, and payouts, HighLevel lets you centralize client resources into one branded portal after a single login.

🤖 AI Agent action now runs Anthropic, Google, and OpenAI. HighLevel’s AI Agent action is no longer OpenAI-only - Anthropic and Google are live too, with adjustable reasoning effort.

 
 

MONEY & FOLLOW-UP

 
 

🔐 Stop clients from breaking workflows after handover. After you hand over a sub-account, someone “tidies up” a workflow or renames a stage and follow-ups quietly die. Operators are swapping permission and lock-down patterns that survive client admin access.

📣 What are you still doing manually in GHL? Workflows and funnels are live, but plenty of service businesses still touch lead follow-up by hand. The thread asks which manual steps you’re still babysitting - and what’s worth automating first.

💬 Stop Conversation AI from pinging existing customers. Someone setting up WhatsApp Conversation AI wants it to qualify inbound leads only - not engage existing customers. Looking for the cleanest exclusion rule before go-live.

 
 

BUILD & AUTOMATE

 
 

⚙️ Green workflows can still send the wrong message. Every step shows ✅ but the customer still got the wrong reminder - workflows that execute perfectly can still be logically wrong if waits ignore later booking changes.

🧪 Level 2 GHL Dev: which complex workflows to practice? An L1 builder prepping for a Level 2 assessment wants complex workflow scenarios beyond basic setup - especially ones that don’t depend on external integrations.

📞 Swedish LC number won’t ring into Voice AI. Voice AI is deployed 24/7 on a Swedish LC number, but inbound calls never ring and then fail. Looking for a LC + Voice AI routing fix that isn’t just “check working hours.”

 
 

OPEN QUESTIONS

 
 

❓ Mobile pages loading the same media twice. Separate desktop/mobile sections mean the same video and images load twice on mobile. Looking for a Funnel Builder fix that doesn’t tank page speed.

🛰️ Jev + Grok Bot ranking LinkedIn buyer signals. One operator wired Jev into Grok Bots to decide which LinkedIn posts to comment on first - and says Zoom calls now open with “I saw your comment.” Thread covers the buyer-signal scoring setup.

 
 

COMING UP

 
 

📅 Supercharge Your Dental Practice - Sep 25. Upcoming dental practice event on Sep 25 for operators in that vertical.

 
 

The Daily Level · Draft