Find the Workflows in the left navigation bar.
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 under the Gear menu at the top right.
(Note: if you don't see "Workflows," please contact your Administrator to provide you permission).
A central place for help material and other resources that are available to maximize your use of the software.
Alternate search terms: auto, work, workflow, automate, system, process