Common Automations

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Create an automation to update profiles, add people to groups, assign tasks, and more! Check out how to create some common automations below.

Notice

Want to see how to set up an automation? Go here, and choose the product you're in. Automations cannot be created in Accounts, Calendar, Check-Ins, Publishing, and Music Stand.

Add a Task

Whether it's managing teams, signups, or other elements in Planning Center, a lot is going on at your church, and that often produces tasks for your staff! Instead of trying to track these actions and create associated tasks manually, you can automatically create and assign tasks.

Examples of common tasks to automate:

  • Assign jobs to volunteers after they've accepted serving requests.

  • Send a personalized follow-up email after someone donates to a fund for the first time.

  • Add people to a members-only course website after they register for your event.

  • Order background checks after volunteers submit a serving interest form.

Create an automation to add a task from the Automations tab.

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  1. Select the activity that triggers the task automation.

  2. Choose Home as the product and Add a task from the dropdown.

  3. Name your task.

  4. Select where to add the task.

  5. If you're adding the task to someone else's inbox, search for that person's name. If you're adding it to a specific task list, select the list from the dropdown and add an assignee.

  6. If the task should be completed by a particular date, enable Set task due date and add the number of days before the task is due.

Once the automation runs, the assigned task appears in the assignee's inbox or task list, and they are notified that they have a new task. The assignee can see who made the automation at the bottom of the task.

task_automation_arrow.png

Add People to a Workflow

If you want to follow up with a person after they cancel a registration, donate for the first time, or are removed from a team, you can use an automation to add them to a workflow.

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Send Thank You Email to New Donor

If you want someone to receive an email when they give for the first time, you can create an automation that sends an email from a template.

To create the automation, follow these steps:

  1. Set up an email template in People.

  2. Create the automation in Giving.

    modal_automation_email template.png
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