---
title: "Creating Workflow Automations"
description: "Learn how to create a Workflow"
url: https://help.group.app/en/articles/158-creating-workflow-automations
collection: "Workflow & Automation"
updated: 2026-09-25
language: en
---

# Creating Workflow Automations

Learn how to create a Workflow

Workflow automations help you streamline membership engagement, community engagement, email communication, and repetitive tasks in your community.

This guide will show you how to create and configure workflows.

## Accessing Workflows

**Step 1:** Click the **Admin Panel** button.

![](https://staticfiles.gleap.io/gattachments/hwLwaVx8VRyp8CTB3kOwImmd17SF5QcmXW9kWWJsQADstkfNqbLsZvMJtVwo66kQhriH7IGZKN7.png)

  
**Step 2:** Click **Operations** in the side menu and select **Workflows**. If you’re a first-time user, you'll see the Workflow Dashboard with suggested workflow templates.

![](https://staticfiles.gleap.io/gattachments/6Sa6TQoR6mk0ypOr5Cl0XzvxLxYEo9qg5rBv9e8Slrav3AAbF9yVMpI4USaLLGEbsh2AJIfZUnd.png)

## Creating a New Workflow

**Step 1:** Click **Add Workflows.**

![](https://staticfiles.gleap.io/gattachments/KG6DUJhz1qvaOsb6Dl9mVULAwfbeANia17m5VTbbxo63LREgT41J09pgmN8YBhcqvAQN4TJFXQX.png)

**Step 2:** Select **Create** from the blank card.

![](https://staticfiles.gleap.io/gattachments/G7dvVSTvPz7BGLfMH2v8zU6WgqWEEPx335v5bYXNH8yzcAe2vZbDmVHBF3wOoFGI1ee3AJpmtX7.png)

  
**Step 3:** Enter a workflow name (e.g., "Seven Day Challenge Workflow") and click **Save.**

![](https://staticfiles.gleap.io/gattachments/4xohRPHjb6QdaFsqlBgHeaYQB8Con5xHSTKi1BJ75KOOoW81J2k7Za60iqcqLwWv9up3cLDmWVO.png)

## Setting Up Workflow Triggers

A workflow trigger is the initial action that starts your workflow. Available triggers include:

-   Member joins the community
    
-   Member subscribes to a plan
    
-   Member cancels subscription
    
-   Subscription becomes past due
    
-   Member joins a channel
    
-   Member is removed from a channel
    
-   Member enrolls in a course
    
-   Member completes a course
    
-   Member completes a course lesson
    

![](https://staticfiles.gleap.io/gattachments/3ef17LaT148ddVcChJuZGnT9zgSt0tVomNCTPGv7wNgdjuI9wD98ODeREAGOLvzzy30xTeT9Mmn.png)

## Adding Actions and Filters

![](https://staticfiles.gleap.io/gattachments/G4aSFbmqjN8je70v5kH8iWQnSMEqR1snKsO3R49i3Y69qIEgaQGrw53342DfhUEdWnZ68AMe30s.png)

### Actions

Actions are tasks that the workflow performs. You can:

-   Add members to segments
    
-   Send automated emails
    
-   Send direct messages
    
-   Add time delays between steps
    

![](https://staticfiles.gleap.io/gattachments/K5VSGzdeGdMOp17lPwEffk8pz673G9mNnLdhrKrq6ipjKPT625cFg7h2C7NrnRzESauWKKcravo.png)

### Filters

Filters are conditions that must be met for the workflow to continue. You can:

-   Set specific conditions
    
-   Create multiple condition scenarios
    
-   Add if/then statements
    

![](https://staticfiles.gleap.io/gattachments/lwx4dyJ6zjyVdnDeELVj5uDMCwmPfAsPSXBY0b1IabsevNxtqe1HPcdJMFXvt1w9ENbZsFiLQOB.png)

## Publishing Your Workflow

**Step 1:** Configure all workflow steps

**Step 2:** Review and remove any error indicators  

![](https://staticfiles.gleap.io/gattachments/ZBXskcvdJRuzXpV85fxCtDGy7fb1p3v6YOHj1ppVSJjTHcYSD7nOct9nlXKsCnm8uCoq00Df8Ew.png)

**Step 3:** Finally, click **Save and Activate** to turn on your workflow.

![](https://staticfiles.gleap.io/gattachments/uStFk6Z4vmfJcz3DdZQUUbxyuqCojXeVXclL74kChiFKnYNDliq5tyJiULG8X2DLbuN0HGieBZB.png)

## Best Practices

-   Test your workflow before publishing
    
-   Review all automated messages
    
-   Ensure proper timing for delays
    
-   Verify trigger conditions