1.Monitors member checklist completion
Integrate Circle and onboarding tools to capture member email and event time when a checklist is completed.
Assign checklist completers to the correct cohort space
Automatically detect member completes onboarding checklist across Circle. Create and update when checklist completed, pending cohort tag found, or routing row matchedβso you can assign cohort membership, apply cohort tags, and append onboarding logs without manual routing.
How this automation streamlines cohort assignments
When member completes onboarding checklist, delays can stall onboarding progress and create mismatched cohort access. This automation searches cohort tags, looks up the routing row, and assigns members to spaces and logs onboarding outcomesβso your team can follow up with confidence.
Circleor swap with your favorite app
2.Pauses for 2 minutes
Integrate Delay by Zapier and workflow timers to pause for 2 minutes so concurrent community updates can settle.
Delay by Zapieror swap with your favorite app
3.Searches for pending cohort tag
Integrate Circle and identity matching tools to search for a pending cohort tag using the member email.
4.Looks up cohort routing row
Integrate Google Sheets and routing worksheets to look up the cohort space ID and cohort tag ID.
Google Sheetsor swap with your favorite app
5.Adds member to cohort space
Integrate Circle and cohort management tools to add the member to the routed cohort space and apply the cohort tag.
6.Appends onboarding events log
Integrate Google Sheets and reporting systems to append an onboarding events log row with outcome status and member details.
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