About This Feature

Automations in Disco enhance community management by automating routine tasks, saving time, personalizing the Member experience, and building deeper engagement.

How It Works

Automations act as the operational backbone of your community, executing custom workflows based on specific activities. These workflows help ensure that every interaction with Members is impactful, fostering an environment of growth and learning.

How To Create an Automation

  1. Navigate to the Admin area > Select "Automations" from the main menu.
  2. Click the "+ Automation" button to start. Choose a templated automation or create a custom rule for specific requirements. Assign a descriptive name for easy reference.
  3. Select a trigger from the following options based on Community activities:
  • Community: Member joins or leaves the Community, or completes Onboarding.
  • Products: Member joins or leaves a Product, completes a Product, or a Module.
  • Members: Member joins or leaves a Group, or updates/completes a Profile Field.
  • Events: Member confirms attendance or joins a virtual Event.

Specify details for the selected trigger, like the specific Product, Group, Event, or Profile Field.

  1. Choose an action in response to your trigger:
  • Manage Flow: Conditional Branch, Delay before continuing.
  • Message: Send email, Disco direct message, Disco channel message, Slack direct message, Add to Slack channel, Remove from Slack channel.
  • Product: Add to or Remove from product.
  • Member: Add to or Remove from Group.

Provide details for the action, such as message content or specifics about the Group/Product.

  1. Review the setup, save as a draft, and when ready, publish to activate the Automation. 

Important Considerations

When making updates or adjustments, navigate back to the 'Automations' section and update the rules to edit, delete, or pause to maintain seamless operations.


Q: Can I set up multiple actions for one trigger?

A: Yes, use multiple actions to trigger comprehensive workflows.


Q: How should I manage Automations that may overlap?

A: Design Automations with clear objectives and review regularly to avoid conflicting actions.