Overview
If you find yourself sending the same follow-ups, tracking responses manually, or worrying about who needs attention next, automations can take that work off your plate. Workflow Automations help you streamline repetitive tasks by running workflows automatically. Once set up, they respond to supporter behavior—such as donations, email engagement, or missing information—without requiring constant manual effort.
You can use workflows to send timely messages, apply tracking codes, assign staff, and guide supporters through different paths based on their actions. This helps you stay organized and responsive while focusing more energy on your mission.
Behind the scenes, workflows follow simple steps that move supporters forward based on what they do. You can build a workflow from scratch or start with a template and adjust it to match your goals.
What This Feature Helps You Do
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Spend less time on repeat tasks
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Respond to supporter actions automatically
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Keep outreach organized and consistent
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Stop tracking follow-ups in your head or spreadsheets
How Workflow Automations Support Your Work
| What Automations Do | Why It Helps You | Real-World Use Case |
| Run workflows automatically | Reduces manual effort | A fundraiser sends thank-you emails without remembering to follow up |
| Use decision logic | Personalizes outreach | Supporters get personalized messages based on actions |
| Assign staff and follow-ups | Improves accountability | Major donors are routed to the right staff |
| Track workflow activity | Improves visibility | Teams see where supporters drop off |
Common Things You’ll Do with Workflow Automations
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Create a new automation workflow
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Customize workflow steps
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Activate, pause, or edit a workflow
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Review automation performance
Seeing Your Impact
Once active, workflows show how many contacts enter, complete, or remain in each step. Performance insights help you understand what’s working and where to adjust.
This helps you feel confident that supporters are getting the right follow-up at the right time.
What Do You Need Help With?
Ready to get started or learn more? Choose what you’d like to do next:
How do workflow automations work in EveryAction? | What can I automate in EveryAction? | How do I use workflow automations for donor follow-ups? | Why should I use workflow automations in EveryAction? | How do I stop tracking follow-ups manually in EveryAction? | How do workflows respond to supporter actions in EveryAction? | How do I keep outreach organized with automations in EveryAction?