Workflows & Automations
Workflows let you automate repetitive tasks like sending welcome emails, following up with first-time visitors, or notifying staff when someone fills out a form.
How Workflows Work
Each workflow has a trigger (what starts it) and one or more steps (what happens). When the trigger fires, FaithAdmin executes the steps in order, respecting any delays between them.
Trigger Types
| Trigger | When It Fires |
|---|---|
| Manual | You start it manually for selected people |
| Profile Created | A new member profile is added |
| Form Submitted | Someone submits a specific form |
| Attendance Recorded | A person's attendance is logged |
| First Visit | A person is marked as attending for the first time |
| Tag Added | A specific tag is applied to a profile |
Step Types
| Step | What It Does |
|---|---|
| Send Email | Sends an email to the person (requires a messaging provider) |
| Send SMS | Sends a text message (requires SMS provider) |
| Create Task | Creates a task assigned to a staff member |
| Add to Group | Adds the person to a specified group |
| Wait | Pauses the workflow for a specified number of minutes, hours, or days |
| Notify Staff | Sends a notification to designated staff members |
Building a Workflow
- Navigate to Workflows from the sidebar.
- Click Add Workflow.
- Enter a name and description.
- Select a trigger type.
- Add steps in the order you want them executed.
- Configure delays between steps as needed.
- Save the workflow (it starts as inactive).
- Toggle Active when ready to enable it.
Pre-Built Templates
FaithAdmin includes templates for common workflows:
- New Member Welcome -- Sends a welcome email, creates a follow-up task, adds to newcomers group
- First Visit Follow-Up -- Waits 2 days after first visit, sends a thank-you email, notifies pastoral staff
- Volunteer Onboarding -- Sends info email, creates background check task, adds to volunteer group
Select a template when creating a workflow to pre-fill the trigger and steps.
Manual Trigger
For on-demand workflows, use the Manual trigger. Select one or more people from your member list and run the workflow for them.
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Start with the pre-built templates and customize them to your needs rather than building from scratch.