Overview
The Relationship Builder workflow template helps you organize personal follow-up with supporters by automatically assigning staff and scheduling next steps.
You can review and adjust the workflow before activating it. Nothing is assigned to staff until you turn it on.
Before You Begin
Before starting, make sure:
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You can access Workflow Automation. If you don’t, that’s okay, just reach out to an admin from your team.
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Staff members are already set up in your system.
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You’re comfortable reviewing staff assignments and follow-up timing.
Time estimate: 5–10 minutes
Step 1: Start with the Template
Most people start on the EveryAction Home Page.
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From the left-hand menu, click
Engagement → Communication Tools → Workflow Automation -
If you don’t see Workflow Automation:
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Use Search for a page in the left-hand navigation
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Type Workflow Automation
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Select Build from a template
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Tip: Templates are designed to guide you—you’re not starting from scratch.
Step 2: Select the Relationship Builder Template
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In the template list, choose Relationship Builder
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Open the template to view the workflow steps
At this stage, you’re only reviewing the setup. No staff are assigned and no follow-ups are scheduled yet.
Step 3: Review Assignment and Follow-Up Steps
This workflow uses built-in steps to support relationship-building.
As you review the workflow, you’ll see that it:
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Assigns supporters to specific staff roles
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Schedules follow-up tasks so outreach happens at the right time
These assignments help create visibility and accountability, not extra work. You can review each step to make sure it aligns with how your team works.
Step 4: Customize Staff Roles and Timing (Optional)
If needed, you can update:
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Which staff roles are assigned
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When follow-up tasks are scheduled
Tip: If the default roles and timing look right, no changes are required. It’s okay to keep the original setup and move on.
You can always adjust assignments or timing later as your needs change.
Step 5: Run Check and Activate
When you’re ready:
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Run the workflow check to confirm everything is complete
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Activate the automation
Important: Once activated, this workflow may begin assigning follow-up tasks to staff. If you’re not ready for that yet, you can save your work and activate it later.
What’s Next?
After activation, you may want to:
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Assign staff in automations to better understand how roles work
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Schedule follow-ups to fine-tune timing and reminders
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Return to Understanding Workflow Automation Templates for a broader overview
You can pause or edit this automation at any time if your process changes.
What else do you need help with?
If this isn’t what you were looking for, you might want to explore:
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Which Workflow Automation Template should I use?
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How do I view workflow automation performance?
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Back to Overview: Workflow Automation