Automate manual tasks in your community with workflows.

Circle workflows automate repetitive tasks, giving all your members a personal experience — whether you have 10 to 10,000.

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Circle’s automated workflows free you up to:

Save time, energy, and money on repetitive tasks and managing your community

Personalize interactions and help members feel more connected

Make your community and content as fun and interactive as possible

Make your life easier with workflows

Circle Workflows - Browse templates
Circle Workflows - Build your workflow
Circle Workflows - Run your workflow

More than 8,000 businesses across the world trust Circle with their community.

Personalize member experiences

Create consistent, hyper-segmented onboarding flows.

Boost engagement

Share timely information and custom offers to the right people, at the right time.

Deliver personalized communication at scale

Get back hours in your day so you can focus on the things that matter most.

Common questions about workflows

Workflows can be used to:

  • Welcome new members
  • Add them to and remove them from spaces
  • Connect them to peers
  • Make announcements
  • Send event reminders
  • Award badges
  • Remove churned members

…and much, much more. It all depends on how your community works!

You can set up two different types of workflows.


Bulk Actions: Segment your audience, and trigger special actions just for them. For example, you can filter your members by profile fields, tags, when they last logged in, and more. Then, you could message members who haven’t been active for 30 days about upcoming events to get them engaged again.


Automations: When a specific event occurs, you can trigger a certain action. For example, when a tag is added to a member, you can automatically add them to a particular space.

Customizable profile fields enable you to collect specific information about your community members. Workflows allow you to use that information to target different customer segments and apply batch actions based on what you know about them.

Workflows are available on our Business and Enterprise plans.

Still can’t find the answer?

Create an extraordinary member experience with easy-to-use automated workflows on Circle