Workflow Automation Overview
Send a welcome email automatically when someone signs up. Even without technical knowledge, Workflow Automations do this for you. Workflow Automations help you save time by running workflows (a series of steps that run automatically) based on supporter actions. Instead of repeating follow-ups, tracking engagement manually, or remembering next steps, automations handle that work for you.
This area brings together everything you need to set up, customize, and improve automations, whether you’re starting from scratch or using pre-built templates designed for common nonprofit workflows that are editable and reversible.
What You Can Do with Workflow Automation
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Spend less time on follow-ups
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Personalize communication at scale
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Track donors and who opens emails, donates, or signs up
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Assign staff and schedule next steps automatically
Explore Workflow Automation by Topic
Understanding Workflow Automations
Learn how workflow automations work and how workflows are structured. Start here to learn the basics in under 10 minutes.
Using Automation Templates
Start faster with pre-designed workflows you can customize to fit your needs. If you don’t see a template, it may be unavailable for your role.
Monitoring and Improving Workflow Automations
Understand what’s working and refine your workflows over time.