--- title: "Workflows" description: "Pick a problem your members feel and watch the Agend workflow that solves it build itself, reaching across CRM, Learn, Events, Loop and the tools you already run." url: "https://agend.com.au/workflows" canonical: "https://agend.com.au/workflows" last_updated: "2026-08-29" date_modified: "2026-08-29" source: "https://agend.com.au" --- # Workflows Pick a problem your members feel and watch the Agend workflow that solves it build itself, reaching across CRM, Learn, Events, Loop and the tools you already run. ## Worked examples Each of these is a real Agend workflow, step by step, in the order it runs. **Membership renewals** — Catch every member due to renew and walk them to payment. Renewals slip through the cracks and lapse rates climb. - Sixty days out, the workflow finds every member whose renewal is coming up. (Finds members due to renew) - Each of them gets a friendly first reminder from a CRM template. (CRM email template) - Their record is marked so staff can see who is mid-renewal. - The workflow waits a month before nudging again. - A second email recaps what their membership delivered this year. - Another short wait as the renewal date approaches. - A final reminder offers an upgrade or a conference ticket at a member rate. (Discount code) - On the day, a connector raises the invoice in Xero so nobody keys it in twice. (Via the Xero connector) **New member onboarding** — Give every new member one warm, guided first fortnight. New members are overwhelmed by an email-only welcome. - The moment someone joins, the workflow starts. (member.created) - They are added to the member lounge in Loop so they land somewhere friendly. - A welcome message introduces them to the community. - An email walks them through their benefits. - They are enrolled in a short orientation course in Learn. (Getting started course) - A week passes to let them settle in. - The workflow checks whether they finished orientation. - Once they are settled, their record is marked onboarded. **Lapsed member win-back** — Reach lapsed members with a reason to come back. Members who did not renew drift away for good. - A month after a membership lapses, the workflow picks it up. (Members with status lapsed) - First it checks whether they have quietly renewed already. - If not, a warm we-miss-you email goes out. - A fortnight passes. - A member-only offer gives them a concrete reason to return. (Member-only discount) - The result is logged so staff can follow up the warm ones. **Event registration, no double entry** — Confirm a booking once and let it flow everywhere. Registrations are re-keyed by hand into the event platform. - When a member confirms a booking, the workflow starts. (events.registration.confirmed) - The registration is confirmed in Events. - They join the event channel in Loop straight away. - A connector pushes the booking to EventsAir, so nobody re-types it. (No re-keying) - The day before, a wait releases the reminder. - A reminder email lands with the details they need. ## Contact Agend Systems Pty Ltd · ABN 23 666 566 365 - Email: hello@agend.com.au - Phone: 08 7120 8880 - Address: Suite 6, 153 Unley Road, Unley SA 5061 - Book a walkthrough: https://calendar.app.google/1UN1yBt3AzkxGW4X9 - LinkedIn: https://www.linkedin.com/company/agend-tm - Replies by the next Australian business day. ## Sitemap Every public page on this site, as markdown. Append `.md` to any URL, or send `Accept: text/markdown`. - [Full sitemap](https://agend.com.au/sitemap.md): every page with a one-line description - [sitemap.xml](https://agend.com.au/sitemap.xml): the machine-readable equivalent - [Home](https://agend.com.au/index.md) - [The Agend Membership Platform](https://agend.com.au/ams.md) - [Member experience](https://agend.com.au/member-experience.md) - [One record: fourteen days, both sides](https://agend.com.au/member-experience/one-record.md) - [Workflows](https://agend.com.au/workflows.md) - [Intelligence (AI agents, in pilot)](https://agend.com.au/intelligence.md) - [CMS](https://agend.com.au/cms.md) - [CRM](https://agend.com.au/crm.md) - [Directory](https://agend.com.au/directory.md) - [Events](https://agend.com.au/events.md) - [Jobs](https://agend.com.au/jobs.md) - [Learn](https://agend.com.au/learn.md) - [Loop](https://agend.com.au/loop.md) - [Integrations](https://agend.com.au/integrations.md) - [Upbeat](https://agend.com.au/integrations/upbeat.md) - [Mailchimp](https://agend.com.au/integrations/mailchimp.md) - [Xero](https://agend.com.au/integrations/xero.md) - [CRM integrations](https://agend.com.au/integrations/crm.md) - [APIs](https://agend.com.au/integrations/apis.md) - [Making the switch](https://agend.com.au/making-the-switch.md) - [About Agend](https://agend.com.au/about.md) - [Glossary](https://agend.com.au/glossary.md) - [Member Journey Mapper](https://agend.com.au/workflows/studio.md) - [Insights](https://agend.com.au/insights.md) - [Choosing an AMS in Australia: the criteria that decide it](https://agend.com.au/insights/choosing-an-ams-australia.md) - [Member or contact? The question that makes quotes incomparable](https://agend.com.au/insights/member-or-contact-ams-pricing.md) - [What a professional association needs that a club does not](https://agend.com.au/insights/professional-association-system-requirements.md) - [Why switching association management systems feels so hard](https://agend.com.au/insights/why-switching-association-management-systems-is-hard.md) - [Renewal strategy starts before the renewal invoice](https://agend.com.au/insights/association-renewal-strategy.md) - [Re-engage inactive members without another generic email](https://agend.com.au/insights/re-engage-inactive-members.md) - [The first 90 days need more than a welcome email](https://agend.com.au/insights/member-onboarding-first-90-days.md) - [Why associations need a member-first website](https://agend.com.au/insights/member-first-website.md) - [When membership value is hard to explain, make it visible](https://agend.com.au/insights/communicate-membership-value.md) - [Events are a retention tool, not simply a ticketing task](https://agend.com.au/insights/association-event-engagement.md) - [Targeted member communication starts with a record you trust](https://agend.com.au/insights/association-member-segmentation.md) - [CPD is a member benefit only when it is easy to prove](https://agend.com.au/insights/cpd-member-value.md) - [The non-dues revenue conversation is about member value too](https://agend.com.au/insights/association-non-dues-revenue.md) - [A younger-professionals strategy without excluding everyone else](https://agend.com.au/insights/younger-professionals-association-strategy.md) - [Responsible AI for associations begins with trust](https://agend.com.au/insights/responsible-ai-for-associations.md) - [Privacy](https://agend.com.au/privacy.md)