
Happy New Year! As we often say, we aim to build software that helps you stay organised and work efficiently, and we're kicking off the new year with a new feature that does exactly that: Flow Automation!
What is Flow Automation?
Flows are a dynamic and versatile tool designed to streamline repetitive "people-processing" tasks by breaking them down into manageable stages. Their power and versatility make them one of our most used and popular features.
Within each Flow stage, you can configure actions that are available when processing a person as they reach that point, e.g. send an email, add to tag, move to next stage. This latest update introduces automated processing to Flow stages, meaning that actions you mark as automated will be processed when they become due, without user intervention.

Examples of Flow Automation in Action
Imagine you have a Newcomer Flow in place to help welcome visitors and let them know how to connect with your church. Typically, this might include sending an informational email at one of the stages. With Flow Automation, instead of a staff member manually processing the stage that sends this email, you can automate it. Simply define what time the stage should be processed, and we'll handle the rest, sending the email for you and moving the person to the next stage in the Flow!
Or consider setting up a Flow for:
Celebrating birthdays: Automatically sending birthday wishes (email or SMS) to each staff member.
Acknowledging service: Sending special thanks to small group leaders who've been serving for two years.
Background check reminders: In regions where volunteers working with minors are responsible for renewing their own background checks, e.g. DBS or WWCC, you can now automate reminder emails. This ensures that volunteers are prompted at the right time to help maintain compliance.
As you can see, the possibilities are vast! Check out our support article for help getting started: Flows
We're excited to bring you this new layer of efficiency with Flow Automation, as well as the additional enhancements you can look forward to over the course of the year. As we look ahead to 2025, we have plans for more features that will further take administrative tasks from you, giving you more time to nurture and invest in your community.
