How do I build and manage workflows?

Workflows handle the routine follow-through your staff would otherwise do by hand, such as the steps that should happen every time a visitor checks in or a new member joins. Setting the trigger and actions once means the process runs the same way every time and does not depend on someone remembering during a busy week. Use it to automate welcome sequences, follow-up tasks, and any repeatable process your church runs the same way each time.

Start at More > Admin Tools, then open Workflows. The required permission may be needed before this tile appears.

Admin Tools

Steps

1. Tap More in the bottom navigation.
2. Tap Admin Tools under Administration.
3. Tap Automation & Tools, then tap Workflows. You can also enter Workflows in Search Admin Tools.
4. Create a workflow or open an existing one.
5. Configure its trigger and actions, review the sequence, then save or activate it.

If the tile or an action is missing, ask a network administrator to review your permissions.