Best Practices and Prompt Guide: Workflow Automations
Que is your always-on fundraising assistant, built directly into EveryAction. Workflow Automations are one of the most useful tools in EveryAction, and many organizations have never built one. Que helps you get started by drafting the automation and guiding you through it, so you don’t have to start from a blank canvas.
With a clear goal, you can get a drafted automation structure, a saved search for who enters, emails ready for your review, and waits based on best-practice defaults. Que keeps the conversation going so you can adjust the automation until it fits your organization.
Whether you’re a Development Associate who has never built an automation or an experienced user who wants a faster way to start the next one, Que helps you spend your time on the message instead of the mechanics.
Getting Started with Workflow Automations in Que
For a step-by-step guide on how to use Que to build a Workflow Automation, check out How do I use Workflow Automations in Que?
Example Use Cases for Workflow Automations
Not sure where to start? Here are common scenarios where Que can help:
| Scenario | How Que Helps | Example Prompts |
|---|---|---|
| Welcome New Donors | Drafts a welcome series that starts with donors who gave yesterday, with a welcome email and a best-practice wait between messages. | Help me build a welcome series automation. |
| Start from a Goal | Recognizes when your goal calls for an automation and offers to build it. | Help me welcome new donors to our organization. |
| Grow Monthly Giving | Drafts an automation that moves one-time donors toward monthly giving, including decision paths. | Help me set up an automation to move one-time donors toward monthly giving. |
| Adjust Timing | Updates the waits between steps. | Make the wait five days. Add a seven-day wait. |
| Add Follow-Up | Adds another step to an existing draft. | Add one more email. |
| Finish the Details | Opens the automation in the workflow builder so you can complete anything Que can’t set up yet. | Click View in workflow builder. |
Prompt Guide: How to Get the Most from Workflow Automations
Que works best when you tell it what you’re trying to accomplish. You don’t need to know which steps you need. Describe the goal, and Que will propose the structure.
Try prompts like:
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Help me build a welcome series automation.
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Help me welcome new donors to our organization.
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Help me set up an automation to move one-time donors toward monthly giving.
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Make the wait between emails five days.
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Add one more email to this automation.
You can expect:
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A drafted automation with all of its steps, so you aren’t starting from a blank canvas
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Guided setup for saved searches, emails, waits, and decision steps, with a review before each is attached
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Best-practice defaults, such as a three-day wait in a welcome series
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Plain-language edits when you want to change something
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A clear handoff to the workflow builder for anything Que can’t set up yet
What Que Sets Up for You:
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Saved Searches (who enters the automation, with a preview before you attach)
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Emails (drafted for you to review and edit)
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Waits (set from a best-practice template and easy to change)
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Decision Steps (paths that route supporters based on criteria)
What You’ll Finish in the Workflow Builder:
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Que can set up saved searches, emails, waits, and decision steps. For anything else, such as assigning staff for follow-up, Que will let you know to finish in the workflow builder. Click View in workflow builder at any time to review or edit your automation there.
What do you want to do next?
Interested in learning how Bonterra keeps your data safe? Read more about Bonterra’s AI Responsibility and Data Security Practices here.
Ready to dive in? Access these ‘How do I’ articles:
Want to learn more about Que Skills? Check out the Que Skill Index here.
Not what you are looking for? Return to Understanding Que here.
What prompts should I use to build a workflow automation with Que? | How do I write a good prompt for Que to create an automation? | What is the best wait time between emails in a welcome series? | How does Que decide who enters my automation? | What can Que set up in a workflow and what do I finish in the workflow builder? | How do I use Que to turn one-time donors into monthly donors? | Why does Que ask me follow-up questions when I request an automation?