Workflows Overview


Note: For easier access, we've moved Workflows to the left sidebar menu (screenshot below). Thanks for your patience as we work to update this video accordingly!



Workflows automate ministry processes to save administrative time and better engage your members.

Based on simple triggers and actions, you can automate first-time visitor follow-up, get notified if people stop attending, assign specific individuals to follow up member needs, or even automate a cadence of mass-communication.

Find Workflows in the menu on the left side of the portal.

Note: if you don't see Workflows in your menu, please contact your Administrator to provide you permission.



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