Workflow Automation
The follow-up that never falls through the cracks
Set it and forget it — automated follow-ups triggered by real events. Visual workflow builder, multi-step sequences, and ensure no one falls through the cracks. MosesTab's church automation software handles repetitive tasks so your team can focus on people.
What is Workflow Automation?
MosesTab's Workflow Automation helps churches the follow-up that never falls through the cracks. Set it and forget it — automated follow-ups triggered by real events. Visual workflow builder, multi-step sequences, and ensure no one falls through the cracks. MosesTab's church automation software handles repetitive tasks so your team can focus on people.
As part of the MosesTab church management platform, Workflow Automation works seamlessly with other features like member management, communications, and events to give your church a complete solution. Church administrators and discipleship teams will find everything they need to be effective in their roles.
See the Difference
Compare the old way of doing things with how MosesTab transforms your workflow
Without MosesTab
- New visitor follow-up falls through cracks
- Birthday emails sent manually (or forgotten)
- No automated onboarding process
- Staff time wasted on repetitive tasks
- Inconsistent member experience
With MosesTab
- Visual workflow builder, no coding
- Automatic follow-ups based on triggers
- Consistent experience for everyone
See Workflow Automation in Action
Explore how Workflow Automation works with this interactive preview
New Member Welcome
5 steps • Active
New Member Joins
When someone registers
Send Welcome Email
Immediately
Wait 3 Days
Then continue
Add Tag
"New Member Follow-up"
Send Follow-up Email
Check-in message
Active Workflows
New Member Welcome
47 triggered • 43 completed
Birthday Greetings
156 triggered • 156 completed
Event Reminder
89 triggered • 89 completed
Available Triggers
Automation Stats
12
Active Workflows
284
Triggers This Week
1,892
Emails Sent
98%
Success Rate
How Workflow Automation Works
Key Capabilities
Real-World Use Cases
“Auto-send a welcome email when someone submits a visitor form”
“Thank first-time givers automatically with a personalized email”
“Remind small group leaders to follow up with absent members”
“Send birthday greetings to members automatically each day”
Workflow Automation FAQ
Common questions about MosesTab's Workflow Automation feature
No, the visual workflow builder uses drag-and-drop. Add triggers, actions, and conditions by clicking—no programming knowledge required. See your workflow logic visually as you build it.
Works Great With
Workflow Automation integrates seamlessly with these other MosesTab features to give your church a complete management solution.