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New: Automations in Groups

If you’re familiar with automations over in Planning Center People, this should be an exciting announcement. We’re bringing those same powerful automations into Groups, so your Group Admins and Group Type Managers don’t also have to be a People Admin.

Outgoing Automations

Automations in Planning Center give admins the power to automatically and immediately perform an action on people. Before today, that was only available to People Admins through lists and forms. Today, we are proud to introduce them to Groups!

Groups admins* will now see a new tab in each group, allowing them to set up an action to be performed immediately when someone joins or leaves a specific group.

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Example scenarios:

  • Anyone added to the hospitality team in Groups is added to the hospitality team in Services.
  • Anyone removed from the Bible study group is added to a workflow in People for follow-up.

Incoming Automations

Another great feature added today is the ability to see any automation adding someone to or removing someone from a group. Rather than having to open every form and list in people to hunt down the how of a new member, Groups admins* will now see all automations touching a group within that new tab.

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If the admin has access to the trigger location (the list, form, etc.), there will be a “manage” link that takes them to that location. There they can see its history, pause or unpause, or claim ownership.

We’ve been working on expanding automations beyond lists and forms for quite some time and are excited to share it with our beloved Groups admins! Stay tuned for more!

♥️

*Groups Administrators and Group Type Managers, as outlined here.

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