Workflow templates

Last updated Aug 28th, 2024

Common Room provides pre-built workflow templates to help get you started.

Engage with your Community

TemplateDescription
Slack onboarding
Welcome new Contacts into your community Slack and schedule a check-in message.
Message a cohort of Slack Contacts
Send a message to Contacts that satisfy a set of criteria - such as sending a thank you to your community champions.
Slack re-engagement message
Check-in and message community Contacts who have been inactive for a set amount of time.
Survey new Slack Contacts
Send a survey to new Contacts of your community and tailor automated messages based on their responses.
Survey a cohort of Slack Contacts
Send a survey to specific Contacts of your community and tailor automated messages based on their responses.
Survey inactive Slack Contacts
Send a survey to inactive Contacts of your community and tailor automated messages based on their responses.
Discord onboarding and Contact verification
Onboard Contacts by asking them to verify their identity and answer a series of questions that optionally assign them a role.
Discord onboarding
Onboard Contacts by asking them to answer a series of questions that optionally assign them a role.
Discord Contact verification
Verify a Contact and assign a role to them.
Discord role assignment
Assign a Discord role to a Contact depending on the answer to a survey question

Organize your Community

TemplateDescription
Tag a Contact
If a Contact satisfies a set of filtering criteria, add the tag. If the Contact stops satisfying the criteria, optionally remove the tag.
Tag an Organization
If an Organization satisfies a set of filtering criteria, add the tag. If the Organization stops satisfying the criteria, optionally remove the tag.
Tag new activities
Identify notable new activities happening in your community and tag them based on a set of filters.

Trigger a Webhook

For more information on setting up webhooks, please view our webhooks page.

TemplateDescription
Trigger a webhook for a new Contact
Trigger a webhook when there is a new Contact that joins your community that you want to take an action on.
Trigger a webhook for a new Organization
Trigger a webhook when there is a new Organization detected in your community that you want to take an action on.
Trigger a webhook for a new Activity
Trigger a webhook when there is new activity in your community that you care about.
Trigger a webhook for Contacts that meet a criteria
Periodically trigger a webhook for Contact that meet your filter criteria.

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