--- title: Assimilation / Workflow Automation | Help Center description: Assimilation / Workflow Automation --- [Skip to content](https://help.churchteams.com/knowledge/assimilation-workflow-automation#main-content) English Show submenu for translations [More support](https://help.churchteams.com/knowledge/kb-tickets/new) ![Churchteams Logo](https://help.churchteams.com/hs-fs/hubfs/CT%20Churchteams%20Logo.png?width=320&height=62&name=CT%20Churchteams%20Logo.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.churchteams.com/knowledge/kb-tickets/new) - [Contact us](https://go.churchteams.com/contact/) [Contact us](https://go.churchteams.com/contact/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.churchteams.com/knowledge) 2. [Assimilation / Workflow Automation](https://help.churchteams.com/knowledge/assimilation-workflow-automation) # Assimilation / Workflow Automation ## Saved and Scheduled Reports - [What are Scheduled Reports and how are they used?](https://help.churchteams.com/knowledge/what-are-scheduled-reports-and-how-are-they-used) ## Workflow - [First time guest workflow content suggestions.](https://help.churchteams.com/knowledge/first-time-guest-workflow-content-suggestions) - [How to create a workflow to care for lapsed donors](https://help.churchteams.com/knowledge/how-to-create-a-workflow-to-care-for-lapsed-donors) - [How do I set up a Workflow in Churchteams?](https://help.churchteams.com/knowledge/how-do-i-set-up-a-workflow-in-churchteams) - [How do I create a Digital Connection Card? Can I automate follow up?](https://help.churchteams.com/knowledge/digital_connection_card) - [How to follow up with First Time Guests using Workflows](https://help.churchteams.com/knowledge/first-time-guests) - [How to track and follow up with missing people?](https://help.churchteams.com/knowledge/how-to-track-missing-people) - [How to thank 1st time donors using Workflows](https://help.churchteams.com/knowledge/how-to-2) - [How do I create and use Email Templates?](https://help.churchteams.com/knowledge/how-do-i-create-and-use-email-templates) - [How do I know whether to use a group or a report to start a workflow?](https://help.churchteams.com/knowledge/group-or-report-to-start-a-workflow) - [Can you give me some ideas on how to use workflows?](https://help.churchteams.com/knowledge/what-are-some-ideas-on-how-to-use-workflows) See less ▼ - [Getting Started](https://help.churchteams.com/knowledge/getting-started#main-content) - [Resources](https://help.churchteams.com/knowledge/getting-started#resources) - [People Setup and Data Conversion](https://help.churchteams.com/knowledge/getting-started#people-setup-and-data-conversion) - [Post-Conversion FAQs](https://help.churchteams.com/knowledge/getting-started#post-conversion-faqs) - [People](https://help.churchteams.com/knowledge/people#main-content) - [General](https://help.churchteams.com/knowledge/people#general) - [Settings](https://help.churchteams.com/knowledge/people#settings) - [Security](https://help.churchteams.com/knowledge/people#security) - [Family/Household](https://help.churchteams.com/knowledge/people#family-household) - [Directory](https://help.churchteams.com/knowledge/people#directory) - [Merging](https://help.churchteams.com/knowledge/people#merging) - [Notes](https://help.churchteams.com/knowledge/people#notes) - [Groups](https://help.churchteams.com/knowledge/groups#main-content) - [Organization](https://help.churchteams.com/knowledge/groups#organization) - [Groups: Settings](https://help.churchteams.com/knowledge/groups#groups-settings) - [Attendance](https://help.churchteams.com/knowledge/groups#attendance) - [Communicate](https://help.churchteams.com/knowledge/communicate#main-content) - [Member App](https://help.churchteams.com/knowledge/communicate#member-app) - [Website Integration](https://help.churchteams.com/knowledge/communicate#website-integration) - [Mailing Labels](https://help.churchteams.com/knowledge/communicate#mailing-labels) - [Email](https://help.churchteams.com/knowledge/communicate#email) - [Text-To-Church](https://help.churchteams.com/knowledge/communicate#text-to-church) - [Content Pages & Tap Tags](https://help.churchteams.com/knowledge/communicate#content-pages-tap-tags) - [Giving](https://help.churchteams.com/knowledge/giving#main-content) - [General](https://help.churchteams.com/knowledge/giving#general) - [Pledge Tracking](https://help.churchteams.com/knowledge/giving#pledge-tracking) - [Setup](https://help.churchteams.com/knowledge/giving#setup) - [Contribution Statements](https://help.churchteams.com/knowledge/giving#contribution-statements) - [Online Giving](https://help.churchteams.com/knowledge/giving#online-giving) - [Batches](https://help.churchteams.com/knowledge/giving#batches) - [Check-in](https://help.churchteams.com/knowledge/check-in#main-content) - [Text-to-Check-in](https://help.churchteams.com/knowledge/check-in#text-to-check-in) - [Tablets](https://help.churchteams.com/knowledge/check-in#tablets) - [Views/Settings](https://help.churchteams.com/knowledge/check-in#views-settings) - [Setup](https://help.churchteams.com/knowledge/check-in#setup) - [Troubleshooting](https://help.churchteams.com/knowledge/check-in#troubleshooting) - [General](https://help.churchteams.com/knowledge/check-in#general) - [Event Registration](https://help.churchteams.com/knowledge/event-registration#main-content) - [Registration Attributes](https://help.churchteams.com/knowledge/event-registration#registration-attributes) - [Settings](https://help.churchteams.com/knowledge/event-registration#settings) - [Website Integration](https://help.churchteams.com/knowledge/event-registration#website-integration) - [Fairs](https://help.churchteams.com/knowledge/event-registration#fairs) - [Volunteers](https://help.churchteams.com/knowledge/volunteers) - [Reports](https://help.churchteams.com/knowledge/reports#main-content) - [Members](https://help.churchteams.com/knowledge/reports#members) - [General](https://help.churchteams.com/knowledge/reports#general) - [Financial](https://help.churchteams.com/knowledge/reports#financial) - [Groups](https://help.churchteams.com/knowledge/reports#groups) - [Settings](https://help.churchteams.com/knowledge/settings#main-content) - [Account Information](https://help.churchteams.com/knowledge/settings#account-information) - [Accessibility](https://help.churchteams.com/knowledge/settings#accessibility) - [Notifications](https://help.churchteams.com/knowledge/settings#notifications) - [User Accounts](https://help.churchteams.com/knowledge/settings#user-accounts) - [Assimilation / Workflow Automation](https://help.churchteams.com/knowledge/assimilation-workflow-automation#main-content) - [Saved and Scheduled Reports](https://help.churchteams.com/knowledge/assimilation-workflow-automation#saved-and-scheduled-reports) - [Workflow](https://help.churchteams.com/knowledge/assimilation-workflow-automation#workflow) - [Sales](https://help.churchteams.com/knowledge/sales#main-content) - [Software Upgrades](https://help.churchteams.com/knowledge/sales#software-upgrades) - [GrowthFinder](https://help.churchteams.com/knowledge/growthfinder) - [Account Info](https://help.churchteams.com/knowledge/account-info#main-content) - [Security](https://help.churchteams.com/knowledge/account-info#security) [![CT Churchteams Logo](https://help.churchteams.com/hs-fs/hubfs/CT%20Churchteams%20Logo.png?width=380&height=74&name=CT%20Churchteams%20Logo.png "CT Churchteams Logo")](http://go.churchteams.com) Copyright © 2025, Churchteams