Circle terms


Automated processes for tasks like onboarding, content management, and member engagement.

What are Workflows in Circle

Workflows in Circle are a set of automated actions or processes that are triggered based on specific conditions or events. They are designed to streamline and automate repetitive tasks, thereby improving efficiency and productivity. For instance, workflows can be used to automatically send welcome messages to new members, assign tasks to team members, or move posts to specific categories based on keywords.

These workflows can be customized according to the specific needs of the community. They can be set up to trigger based on various events such as a new member joining, a post being published, or a comment being made. This not only saves time and effort but also ensures consistency in managing the community. Overall, workflows in Circle are a powerful tool for community management, enabling administrators to automate tasks and focus on more strategic aspects of community building.

How to set up workflows in Circle?

Setting up workflows in Circle involves a few steps. First, you need to log into your Circle account and navigate to the 'Settings' section. From there, you can select 'Workflows' from the menu. This will open a new page where you can create and manage your workflows.

To create a new workflow, click on the 'Create Workflow' button. You will be prompted to name your workflow and define its steps. Each step can have a specific action, such as sending a notification or moving a post to a different category. You can also set conditions for each step, such as a specific time or a certain user action. Once you have defined your workflow, click 'Save' to activate it. You can create as many workflows as you need, and they can be edited or deleted at any time.

How to manage workflows in Circle?

Managing workflows in the Circle involves several steps. First, you need to create a space for your community. This is where all your discussions, posts, and members will be housed. You can customize this space according to your needs, including setting permissions for who can view and post in the space, and creating categories for different types of content.

Once your space is set up, you can start creating content. This can include posts, discussions, and polls. You can also schedule posts to be published at a later date. To manage your community, you can use the admin dashboard, which provides an overview of your community's activity, including new members, popular posts, and overall engagement. You can also use the dashboard to manage your members, including approving new members, banning users, and assigning roles. Lastly, Circle also provides analytics tools to help you track your community's growth and engagement.

What are the benefits of using workflows in Circle?

Using workflows in Circle offers several benefits. Firstly, it enhances productivity and efficiency by automating repetitive tasks and processes. This not only saves time but also reduces the chances of errors, ensuring that tasks are performed accurately and consistently. Workflows can be customized to suit the specific needs of a community, allowing for a more personalized and efficient management system.

Secondly, workflows facilitate better collaboration and communication among team members. They provide a clear visual representation of tasks, their progress, and who is responsible for them, making it easier for everyone to stay on the same page. This transparency can lead to improved teamwork and a more cohesive community. Additionally, workflows can help in tracking and analyzing performance, providing valuable insights that can be used to further improve processes and strategies.

If you use videos with your community...

You should try - your all-in-one screen recorder, to create launch videos, community updates, social media videos, 1:1s for customers, and more!

Tella isn't just a screen recorder. It combines the simplicity of Loom with the creativity of Canva to create great looking videos with no effort.

With Tella, you can record your screen and/or camera, combine separate clips and quickly remove mistakes, apply beautiful backgrounds, change the camera layout, add zoom effects - almost instantly.

Tella screen recorder

< Back to Circle glossary

Try Tella today!

Screen recording for creators — simple and powerful.

7-day free trial — no credit card required