How do I use Workflow Automations in Que?

Step 1: Open Que

From your EveryAction dashboard, click the Ask Que icon to launch the assistant.

Step 2: Ask Que to Build an Automation

In the chat, ask for a welcome series or describe what you want to accomplish.

Try prompts like:

• Help me build a welcome series automation.

• Help me welcome new donors to our organization.

• Help me set up an automation to move one-time donors toward monthly giving.

Que will confirm that it can build an automation, ask you to name it, and draft the steps so you aren’t starting from a blank canvas. [Screenshot: drafted structure]

Step 3: Review and Attach Your Entry Search

Que starts with who enters the automation. For a welcome series, it suggests donors who gave yesterday and creates a saved search. Preview the search, and if you like what you see, click Save and attach to workflow. The step turns green and Que moves to the next one.

If you’d like different criteria, tell Que what to change.

Step 4: Review and Attach Your Emails

Que drafts each email for you. Open the email, edit it as you like in the email tool, close it, and click Save and attach to workflow. Repeat for each email in the automation.

Step 5: Check Your Waits

Waits are populated from a best-practice template. In a welcome series, the wait between emails is three days, so you don’t need to do anything. To change it, ask Que, for example: Make the wait five days.

Step 6: Add or Change Steps

Use plain language to adjust your automation, such as:

• Add one more email.

• Add a seven-day wait.

Que updates the draft, and you review and attach any new searches or emails.

Step 7: Finish in the Workflow Builder

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.

How do I ask Que to build an automation in EveryAction? | How do I create a welcome series for new donors using Que? | How do I save and attach a search to a workflow step in Que? | How do I change the wait time between emails in a Que automation? | How do I add another email to my automation in Que? | Why can’t Que set up my follow-up or staff assignment steps? | How do I open my Que automation in the workflow builder?