70
workflows
43
switched on
27
switched off
2,919
actions in total
How to read the status: On means it enrols records today. re-enrols means a record can go through it more than once. Off workflows still exist and can be switched on; several are earlier versions kept for reference. The grey tag on a name is the program it serves.
Community of Practice 4
Four workflows run the monthly CoP end to end. They are being replaced by two Course-based ones; see COP-FOOLPROOF-DESIGN.md in the CMO repo. All four keep running until the October 2026 session has happened.
| Workflow | Object | Status | Enrols when a record... | What it does |
|---|---|---|---|---|
| Automating CoP CoP Sets course details like name, dates, trainer info, Zoom links, and topics for contacts who have submitted the Community of Practice registration form. 1767245497 · 104 actions last edited by Oksana Lohvinenko on September 16, 2026 2:10 PM · 266 enrolled so far | Contact | On re-enrols | property cop_event_current has a value | sets 10 properties: cop_starting_date, cop_finishing_date, course_location, zoom_link, lead_trainer, lead_trainer_email, cop_topic, calendar_ics_file ...; 1 timed wait; 1 branch |
| CoP Communication CoP Sends emails and reminders before and after courses based on registration timing, assigns tasks to monitor evaluations, and notifies trainers to prepare materials. 1754950251 · 30 actions last edited by Oksana Lohvinenko on August 25, 2026 5:18 AM · 260 enrolled so far | Contact | On re-enrols | property cop_event_current, cop_starting_date, cop_finishing_date, cop_topic has a value | sends 5 emails: CoP Reminder 1 week prior; CoP Reminder 1 day prior; CoP Follow Up; CoP Last Minute Reminder; CoP Confirmation; creates 5 task types: Send a calendar invite (Oksana Lohvinenko); Email trainers to make sure they are ready to deliver a cour (Oksana Lohvinenko); Monitor evaluation completions & follow up with non-responde (Oksana Lohvinenko); Collect presentation, recording or any other CoP materials (Oksana Lohvinenko); Remind speakers to send CoP Materials to Ksyusha (Megan Jacobson); adds to list "CoP registrants 2026"; 7 timed waits; 4 branches |
| Move to next CoP event CoP 1794280120 · 13 actions last edited by Oksana Lohvinenko on June 24, 2026 6:15 AM · 118 enrolled so far | Contact | On re-enrols | property cop_event_current, cop_finishing_date has a value | sets 1 property: cop_event_current; 1 timed wait; 1 branch |
| Setting up current CoP CoP Sets the current CoP event property based on the month a specific form was submitted within defined date ranges. 1781825536 · 16 actions last edited by Oksana Lohvinenko on June 30, 2026 4:36 AM · 30 enrolled so far | Contact | On re-enrols | submits "HueLife Facilitation Monthly Community of Practice Registrations" | sends 1 email: Cancelling July CoP; sets 2 properties: cop_event_current, course_name; adds to list "CoP registrants 2026"; 1 branch |
Class automation (stamps class details on the contact) 11
One per program. Each enrols on course_id and copies that class's dates, venue, trainer and links onto the contact through a branch per class. This is the pattern the Course object replaces: the same facts live on the Course record and are associated, not copied. These workflows write the same contact properties (lead_trainer, zoom_link, course_location), so a person in two programs holds whichever ran last.
| Workflow | Object | Status | Enrols when a record... | What it does |
|---|---|---|---|---|
| AES Automation AES 1833863491 · 80 actions last edited by Oksana Lohvinenko on July 10, 2026 11:14 AM · 2 enrolled so far | Contact | On re-enrols | property course_id is AES-129,AES-127,AES-128,AES-132,AES-133,AES-130,AES-131,AES-134 | sets 13 properties: course_status, course_name, course_starting_date_, course_finishing_date, course_time, venue_name, venue_address, lead_trainer ...; 1 branch |
| HCS Automation HCS Sets course details, trainer info, venue, parking, and hotel recommendations based on specific course IDs during enrollment for assigned contacts. 1776160183 · 130 actions last edited by Oksana Lohvinenko on June 22, 2026 5:57 AM · 17 enrolled so far | Contact | On re-enrols | property course_id is HCS-122,HCS-133,HCS-123,HCS-134,HCS-124,HCS-135,HCS-125,HCS-136,HCS-130,HCS-120,HCS-131,HCS-121,HCS-132,HCS-218,HCS-126,HCS-127,HCS-128,HCS-129 | sets 15 properties: course_name, course_status, course_starting_date_, course_finishing_date, course_time, lead_trainer, lead_trainer_email, venue_name ...; 1 branch |
| HIJ Automation HIJ 1789744671 · 77 actions last edited by Oksana Lohvinenko on June 22, 2026 6:06 AM · 1 enrolled so far | Contact | On re-enrols | property course_id is HIS-125,HIS-124,HIS-121,HIS-120,HIS-123,HIS-122 | sets 16 properties: course_status, course_name, course_starting_date_, course_finishing_date, course_time, day_2_course_time, venue_name, venue_address ...; 1 branch |
| HSF Automation HSF 1775421287 · 25 actions last edited by Oksana Lohvinenko on June 8, 2026 10:14 AM | Contact | On re-enrols | property course_id is HSF-121,HSF-120 | sets 14 properties: course_status, course_name, course_starting_date_, course_finishing_date, course_time, day_2_course_time, venue_name, venue_address ...; 1 branch |
| MToP Int Automation MToP 1785079147 · 55 actions last edited by Oksana Lohvinenko on March 28, 2026 6:32 AM · 10 enrolled so far | Contact | On re-enrols | property course_id is MToP Int 4,MToP Int 3,MToP Int 2,MToP Int 1 | sets 15 properties: course_status, course_name, course_starting_date_, course_finishing_date, course_time, day_2_course_time, venue_name, venue_address ...; 1 branch |
| TFM Automation TFM Sets course details, venue info, schedule, trainer contacts, parking, and hotel recommendations based on the course ID for specified training sessions. 1760338532 · 353 actions last edited by Oksana Lohvinenko on July 31, 2026 12:49 PM · 87 enrolled so far | Contact | On re-enrols | property course_id is TFM-591,TFM-590,TFM-571,TFM-593,TFM-570,TFM-592,TFM-573,TFM-572,TFM-586,TFM-585,TFM-588,TFM-587,TFM-568,TFM-589,TFM-569,TFM-580,TFM-582,TFM-581,TFM-584,TFM-583,TFM-575,TFM-574,TFM-577,TFM-576,TFM-579,TFM-578,TFM-614,TFM-XXX | sets 17 properties: course_status, course_name, course_starting_date_, course_finishing_date, course_time, day_2_course_time, venue_name, venue_address ...; 1 branch |
| TSP Automation TSP 1775216466 · 101 actions last edited by Oksana Lohvinenko on July 31, 2026 9:39 AM · 13 enrolled so far | Contact | On re-enrols | property course_id is TSP-192,TSP-193,TSP-190,TSP-191,TSP-189,TSP-187,TSP-188 | sets 16 properties: course_status, course_name, course_starting_date_, course_finishing_date, course_time, day_2_course_time, venue_name, venue_address ...; 1 branch |
| Automating V-HCS V-HCS Sets course details, trainers, emails, times, and Zoom links based on the course ID for specific HCS courses when contacts meet the course ID criteria. 1752862783 · 73 actions last edited by Oksana Lohvinenko on February 26, 2026 9:57 AM · 19 enrolled so far | Contact | On re-enrols | property course_id is HCS-122,HCS-124,HCS-136,HCS-120,HCS-132,HCS-126,HCS-129 | sets 12 properties: course_starting_date_, course_finishing_date, course_location, course_name, zoom_link, lead_trainer, lead_trainer_email, trainer_2 ...; 1 branch |
| Automating course info 1747297888 · 727 actions last edited by Oksana Lohvinenko on December 23, 2025 11:53 AM | Deal | Off | property course_id, course_date, course_location, course_name has a value | sets 12 properties: course_location, lead_trainer, venue_address, lead_trainer_email, course_start_date, course_finish_date, agenda, how_to_prepare ...; 1 branch |
| Master Data 2026 1745735050 · 361 actions last edited by Oksana Lohvinenko on December 23, 2025 7:10 AM | Deal | Off re-enrols | property course_status, hs_name, hs_value is assigned | sends 3 emails: Final confirmation template; Welcome template; Follow-up template; 144 timed waits; 1 branch |
| HLR Automation HLR 1845114776 · 42 actions last edited by Oksana Lohvinenko on July 4, 2026 8:12 AM | Contact | Off re-enrols | property course_id is HLR-503,HLR-502,HLR-501 | sets 16 properties: course_status, course_name, course_starting_date_, course_finishing_date, course_time, day_2_course_time, venue_name, venue_address ...; 1 branch |
Class communication (emails, tasks, sequences) 22
One per program, in two generations: the older "with a sequence(s)" versions (mostly off) and the newer "with emails" versions (on for AES, TSP, TFM). They send the pre-class and post-class emails and create the staff tasks, timed from the contact's copied class dates.
| Workflow | Object | Status | Enrols when a record... | What it does |
|---|---|---|---|---|
| Course Participation Preferences & Accessibility Needs Form 1 week reminder 1859819587 · 1 actions last edited by Oksana Lohvinenko on July 31, 2026 6:29 AM · 6 enrolled so far | Contact | On | submits "Course Participation Preferences & Accessibility Needs Form"; property course_starting_date_ has a value | sends 1 email: Course Participation Needs Form Reminder |
| Course Participation Preferences Form Submitted 1859710895 · 9 actions last edited by Oksana Lohvinenko on July 31, 2026 5:52 AM · 5 enrolled so far | Contact | On re-enrols | submits "Course Participation Preferences & Accessibility Needs Form" | sets 1 property: newsletter_subscription; adds to list "Course Lunch Requirements"; 3 branches |
| AES Communication with emails AES Sends tailored email sequences and creates tasks based on course registration timing for contacts enrolled in a specific course with assigned status. 1848838743 · 66 actions last edited by Oksana Lohvinenko on July 10, 2026 11:15 AM · 2 enrolled so far | Contact | On re-enrols | property course_name, course_starting_date_, course_status is Approaches to Environmental Scanning / assigned | sends 10 emails: AES 01 Registration Confirmation & Welcome; AES 02 Logistics and Venue; AES 03 Expectations & Certification; AES 04 Final Reminder; AES 05 Evaluation; AES 07 Mighty Networks ...; creates 2 task types: Send a calendar invite (Oksana Lohvinenko); Issue Invoice if registered through HueLife and requested an (Oksana Lohvinenko); adds to list "AES Current Cohort", "AES Aumni"; 28 timed waits; 1 branch |
| HCS Communication with a sequences HCS Sends tailored email sequences and creates tasks based on course registration timing for contacts enrolled in a specific course with assigned status. 1812065959 · 39 actions last edited by Oksana Lohvinenko on June 19, 2026 8:04 AM · 16 enrolled so far | Contact | On re-enrols | property course_name, course_starting_date_, course_status is HUE Communication Strategies / assigned | creates 3 task types: Send a calendar invite (Oksana Lohvinenko); Issue Invoice if registered through HueLife and requested an (Oksana Lohvinenko); Follow up needed HCS (Irina Fursman); adds to list "HCS Current cohort", "HCS Alumni"; 13 timed waits; 1 branch |
| Post-Course Communication - HUE Conversations - Dallas - Marketing HCS HUE Conversations Post-Course Communication (specific to February 2025 Dallas, TX course) 1640682932 · 9 actions last edited by Flower Krutina on March 25, 2025 12:53 PM · 10 enrolled so far | Contact | On | manual or unknown enrolment | sends 4 emails: HUE Conversations Flyer for Internal Sharing; Lumina Spark Assessment Invitation; Follow-Up Reminder: Lumina Spark Assessment; Post-Session Nurture Sequence - HUE Convos; 2 timed waits; 1 branch |
| Virtual HUE Conversations Communication HCS Sends scheduled emails, creates tasks, and manages lists around course start and finish dates for contacts enrolled in the "HUE Communication Strategies" course. 1750142542 · 26 actions last edited by Oksana Lohvinenko on March 5, 2026 10:46 AM · 14 enrolled so far | Contact | On re-enrols | property course_name, course_delivery_mode is HUE Communication Strategies / Virtual | sends 9 emails: V-HCS Welcome & Registration Confirmation; V-HCS Access, Agenda & Expectations; V-HCS Final Reminder & Tech Check; V-HCS “We Start Today!” Reminder; V-HCS Thank You, Resources & Evaluation; HCS Certificate & LinkedIn Badge ...; creates 5 task types: Email trainers to make sure they are ready to deliver a cour (Oksana Lohvinenko); Monitor evaluation completions & follow up with non-responde (Oksana Lohvinenko); Upload certificate to contact record (if manual) & verify ba (Oksana Lohvinenko); Send a calendar invite (Oksana Lohvinenko); Create and Send certificates to participants (Oksana Lohvinenko); sets 1 property: course_status; adds to list "HUE Conversations – Current Cohort", "HUE Conversations – Alumni list"; 8 timed waits |
| HIJ Communication with a sequences HIJ Sends tailored email sequences and creates tasks based on course registration timing for contacts enrolled in a specific course with assigned status. 1808559171 · 39 actions last edited by Oksana Lohvinenko on April 21, 2026 7:32 AM · 1 enrolled so far | Contact | On re-enrols | property course_name, course_starting_date_, course_status is HUE Implementation Stratedies / assigned | creates 3 task types: Send a calendar invite (Oksana Lohvinenko); “Confirm ICA/Arlo registration payment status for {{contact. (Megan Jacobson); Follow up needed for HIJ (Irina Fursman); adds to list "HIJ Current cohort", "HIJ Alumni"; 13 timed waits; 1 branch |
| MToP Communication with a sequence MToP Sends tailored email sequences and creates tasks based on course registration timing for contacts enrolled in a specific course with assigned status. 1785188457 · 54 actions last edited by Oksana Lohvinenko on March 28, 2026 6:37 AM · 11 enrolled so far | Contact | On re-enrols | property course_name, course_starting_date_, course_status is Mastering Top / assigned | creates 5 task types: Send a calendar invite (Oksana Lohvinenko); “Confirm ICA/Arlo registration payment status for {{contact. (Megan Jacobson); Check MToP participant readiness (Irina Fursman); Print materials / name tags (Megan Jacobson); Create Mastering ToP (MToP) Cohort 2026 space on Mighty Netw (Oksana Lohvinenko); adds to list "MToP - Current Cohort 2026", "MToP Alimni"; 18 timed waits; 1 branch |
| TFM Communication with emails TFM Sends tailored email sequences and creates tasks based on course registration timing for contacts enrolled in a specific course with assigned status. 1856550247 · 72 actions last edited by Oksana Lohvinenko on August 3, 2026 1:03 PM · 13 enrolled so far | Contact | On re-enrols | property course_name, course_starting_date_, course_status is Top Facilitation Methods / assigned | sends 10 emails: TFM Welcome; TFM Logistics; TFM Expectations; TFM 04 Final Reminder; TFM Evaluation; TFM LinkedIn ...; creates 2 task types: Send a calendar invite (Oksana Lohvinenko); “Confirm ICA/Arlo registration payment status for {{contact. (Megan Jacobson); adds to list "ToP TFM – Current Cohort", "TFM Alumni"; 31 timed waits; 1 branch |
| TSP Communication with emails TSP Sends tailored email sequences and creates tasks based on course registration timing for contacts enrolled in a specific course with assigned status. 1856042380 · 72 actions last edited by Oksana Lohvinenko on August 3, 2026 1:02 PM · 13 enrolled so far | Contact | On re-enrols | property course_name, course_starting_date_, course_status is Top Strategic Planning / assigned | sends 10 emails: TSP Welcome; TSP Logistics; TSP Expectations & Certification; TSP Final Reminder; TSP Evaluation; TSP LinkedIn ...; creates 2 task types: Send a calendar invite (Oksana Lohvinenko); “Confirm ICA/Arlo registration payment status for {{contact. (Megan Jacobson); adds to list "TSP Current Cohort", "TSP Alumni"; 31 timed waits; 1 branch |
| Course cancellation communication 1778283949 · 4 actions last edited by Oksana Lohvinenko on March 11, 2026 5:35 AM | Contact | Off | property course_status is cancelled | creates 4 task types: rearch out to ica (Megan Jacobson); change the data on the spreadsheet (Oksana Lohvinenko); enroll in course cancellation sequence (Oksana Lohvinenko); unenroll from existing sequences (Oksana Lohvinenko) |
| Post-Course Communication - HUE Dallas - Marketing Thank You Engagement HUE Conversations Post-Course Communication (specific to February 2025 Dallas, TX course) 1644869159 · 9 actions last edited by a removed user on April 8, 2025 3:47 PM | Contact | Off | manual or unknown enrolment | sends 4 emails: HUE Conversations Flyer for Internal Sharing; Lumina Spark Assessment Invitation; Follow-Up Reminder: Lumina Spark Assessment; Post-Session Nurture Sequence - HUE Convos; 2 timed waits; 1 branch |
| AES Communication with a sequences AES Sends tailored email sequences and creates tasks based on course registration timing for contacts enrolled in a specific course with assigned status. 1833864877 · 36 actions last edited by Oksana Lohvinenko on June 8, 2026 11:00 AM | Contact | Off re-enrols | property course_name, course_starting_date_, course_status is Approaches to Environmental Scanning / assigned | creates 2 task types: Send a calendar invite (Oksana Lohvinenko); Issue Invoice if registered through HueLife and requested an (Oksana Lohvinenko); adds to list "AES Current Cohort", "AES Aumni"; 13 timed waits; 1 branch |
| HC Virtual 17-18 December HCS 1736836114 · 2 actions last edited by Oksana Lohvinenko on December 11, 2025 7:47 AM | Contact | Off | manual or unknown enrolment | sends 1 email: 201758965556; 1 timed wait |
| HC-117 Virtual HCS Sends a welcome email, followed by scheduled confirmation and follow-up emails on specific dates to contacts in a designated list. 1740520873 · 5 actions last edited by Oksana Lohvinenko on February 26, 2026 10:17 AM · 10 enrolled so far | Contact | Off re-enrols | is in list "HC - 117" | sends 3 emails: Welcome; HC Virtual 17-18 December Confirmation; follow-up; 2 timed waits |
| HLR Communication with a sequences HLR Sends tailored email sequences and creates tasks based on course registration timing for contacts enrolled in a specific course with assigned status. 1845187728 · 39 actions last edited by Oksana Lohvinenko on July 1, 2026 6:26 AM | Contact | Off re-enrols | property course_name, course_starting_date_, course_status is HUE Leadership Retreats / assigned | creates 3 task types: Send a calendar invite (Oksana Lohvinenko); Issue Invoice if registered through HueLife and requested an (Oksana Lohvinenko); Follow up needed HLR (Irina Fursman); adds to list "HLR Current Cohort", "HLR Alumni"; 13 timed waits; 1 branch |
| HSF Communication with a sequences HSF Sends tailored email sequences and creates tasks based on course registration timing for contacts enrolled in a specific course with assigned status. 1831445327 · 36 actions last edited by Oksana Lohvinenko on June 3, 2026 1:29 PM | Contact | Off re-enrols | property course_name, course_starting_date_, course_status is HUE Strategy Formation / assigned | creates 2 task types: Send a calendar invite (Oksana Lohvinenko); Issue Invoice if registered through HueLife and requested an (Oksana Lohvinenko); adds to list "HSF Current Cohort", "HSF Alumni"; 13 timed waits; 1 branch |
| Move to next MToP MToP 1795561996 · 5 actions last edited by Oksana Lohvinenko on March 24, 2026 6:32 AM | Contact | Off | property course_id is MToP Int 4,MToP Int 3,MToP Int 2,MToP Int 1 | sets 1 property: course_id; 1 timed wait; 1 branch |
| TFM Communication with a sequence TFM Sends tailored email sequences and creates tasks based on course registration timing for contacts enrolled in a specific course with assigned status. 1764301644 · 25 actions last edited by Oksana Lohvinenko on May 17, 2026 9:19 AM · 48 enrolled so far | Contact | Off re-enrols | property course_name, course_starting_date_ is Top Facilitation Methods | creates 2 task types: Send a calendar invite (Oksana Lohvinenko); “Confirm ICA/Arlo registration payment status for {{contact. (Megan Jacobson); adds to list "ToP TFM – Current Cohort", "TFM Alumni"; 6 timed waits; 1 branch |
| TFM Communication with a sequences TFM Sends tailored email sequences and creates tasks based on course registration timing for contacts enrolled in a specific course with assigned status. 1799836495 · 36 actions last edited by Oksana Lohvinenko on July 31, 2026 11:59 AM · 46 enrolled so far | Contact | Off re-enrols | property course_name, course_starting_date_, course_status is Top Facilitation Methods / assigned | creates 2 task types: Send a calendar invite (Oksana Lohvinenko); “Confirm ICA/Arlo registration payment status for {{contact. (Megan Jacobson); adds to list "ToP TFM – Current Cohort", "TFM Alumni"; 13 timed waits; 1 branch |
| TSP Communication with a sequences TSP Sends tailored email sequences and creates tasks based on course registration timing for contacts enrolled in a specific course with assigned status. 1808557452 · 36 actions last edited by Oksana Lohvinenko on June 16, 2026 6:41 AM | Contact | Off re-enrols | property course_name, course_starting_date_, course_status is Top Strategic Planning / assigned | creates 2 task types: Send a calendar invite (Oksana Lohvinenko); “Confirm ICA/Arlo registration payment status for {{contact. (Megan Jacobson); adds to list "TSP Current Cohort", "TSP Alumni"; 13 timed waits; 1 branch |
| V-HCS Communication with a sequences V-HCS Sends tailored email sequences and creates tasks based on course registration timing for contacts enrolled in a specific course with assigned status. 1812066070 · 39 actions last edited by Oksana Lohvinenko on April 27, 2026 12:56 PM | Contact | Off re-enrols | property course_name, course_starting_date_, course_status is Top Facilitation Methods / assigned | creates 3 task types: Send a calendar invite (Oksana Lohvinenko); Issue Invoice if registered through HueLife and requested an (Oksana Lohvinenko); Follow up needed HCS (Irina Fursman); adds to list "HCS Current cohort", "HCS Alumni"; 13 timed waits; 1 branch |
Course housekeeping 4
Four one-action Course workflows that keep hs_course_id equal to the cohort code and derive program_code from the template. Built September 2026 for the Course rollout.
| Workflow | Object | Status | Enrols when a record... | What it does |
|---|---|---|---|---|
| Course: keep Course ID equal to cohort code 1880793430 · 1 actions last edited by the API (no user) on September 8, 2026 4:48 PM · 4 enrolled so far | Course | On re-enrols | property cohort_code has a value | sets 1 property: hs_course_id |
| Course: program code = class template (plain copy) 1880794487 · 1 actions last edited by the API (no user) on September 8, 2026 4:49 PM | Course | On re-enrols | property course_template is TSP,HCM,HFB,HIJ,HCS,TFM,HSF,AES,HLR | sets 1 property: program_code |
| Course: program code = MTOP when template is MToP Int MToP 1880796573 · 1 actions last edited by the API (no user) on September 8, 2026 4:49 PM | Course | On re-enrols | property course_template is MToP Int | sets 1 property: program_code |
| Course: program code = HCS when template is V-HCS V-HCS 1880796572 · 1 actions last edited by the API (no user) on September 8, 2026 4:49 PM | Course | On re-enrols | property course_template is V-HCS | sets 1 property: program_code |
Marketing and forms 10
Form follow-ups, newsletter subscription, the Boston RSVP list, the beta-reader programme.
| Workflow | Object | Status | Enrols when a record... | What it does |
|---|---|---|---|---|
| Newsletter follow-up email after form submission Sends a welcome email after a contact submits the newsletter sign-up form. 620755123 · 1 actions last edited by Flower Krutina on March 25, 2025 3:12 PM · 48 enrolled so far | Contact | On re-enrols | submits "Newsletter sign-up form" | sends 1 email: Newsletter Welcome |
| Website Newsletter Signup Form – Set Email Newsletter Subscription Updates contact subscriptions to opt them into the monthly newsletter when they submit the newsletter sign-up form. 1782271765 · 1 actions last edited by Shayna Keppeler on February 24, 2026 8:51 AM · 70 enrolled so far | Contact | On re-enrols | property hs_form_id is f2fdc6a4-2cc3-4320-bd1c-3a5eaf77fd09 | 1 actions of other kinds |
| HLR-503 Boston RSVP → Leadership Retreat Interest list HLR 1880685390 · 1 actions last edited by the API (no user) on September 8, 2026 1:55 PM · 5 enrolled so far | Contact | On re-enrols | submits "HLR-503 Boston Retreat RSVP" | adds to list "Leadership Retreat Interest" |
| Beta Readers - Original Workflow Sends a confirmation email to contacts with a "Confirmed" beta reader status, then waits until a specific date at 4 PM before continuing. Sends reminders and thank post contribution of their feedback 1829122713 · 18 actions last edited by Irina Fursman on June 10, 2026 7:20 PM · 28 enrolled so far | Contact | Off | property beta_reader_status is Confirmed | sends 6 emails: Immediate Confirmation; NDA; NDA REMINDER; Thank you - Declined; #2 Manuscript Delivery-Trusted; #2 Manuscript Delivery-NDA Signed; creates 1 task type: Update NDA Status (Irina Fursman); 4 timed waits; 6 branches |
| February Newsletter (Resend to Unopened) 1780164898 · 2 actions last edited by Shayna Keppeler on February 19, 2026 1:03 PM | Contact | Off | manual or unknown enrolment | sends 1 email: 207982665749; 1 timed wait |
| Quote Template Creation Workflow: Streamline New Quote Development Creates a new quote template record when manually triggered, associating it with relevant contacts and related objects. 614615348 · 1 actions last edited by the API (no user) on September 27, 2024 10:54 AM | Contact | Off | manual or unknown enrolment | 1 actions of other kinds |
| Send 4-email drip campaign to customers 1751584346 · 7 actions last edited by Shayna Keppeler on December 30, 2025 11:08 AM | Contact | Off | property lifecyclestage is customer | sends 1 email: 0; 4 timed waits |
| Send a follow-up email after form submission Sends a follow-up email to contacts after they submit the specified registration form. 609866035 · 1 actions last edited by Flower Krutina on September 11, 2024 4:03 PM | Contact | Off re-enrols | submits "HUE Conversation Method Course Registration Form" | sends 1 email: 0 |
| Send a follow-up email after form submission 1704040550 · 1 actions last edited by Irina Fursman on October 11, 2025 4:59 PM | Contact | Off re-enrols | submits "HueLife Photo & Video Release Form (Clients)" | sends 1 email: Photo Release From - WI Bike Fed |
| Send a follow-up email after form submission 1747291266 · 1 actions last edited by Shayna Keppeler on December 22, 2025 9:52 AM | Contact | Off re-enrols | submits "HUE Leadership Retreat Interest Form" | sends 1 email: 0 |
Deliverability and list hygiene 4
Bounce handling and the LinkedIn re-connection routine for hard-bounced contacts.
| Workflow | Object | Status | Enrols when a record... | What it does |
|---|---|---|---|---|
| Bounced contacts communication 1795178817 · 2 actions last edited by Oksana Lohvinenko on March 23, 2026 11:51 AM · 344 enrolled so far | Contact | On re-enrols | manual or unknown enrolment | creates 1 task type: Follow up on LinkedIn Because bounced (Irina Fursman); adds to list "Fri Mar 06 2026 Hard Bounced" |
| Mark contacts as marketable until renewal based on email bounce reason 1876660511 · 1 actions last edited by Jon Loss on September 1, 2026 3:32 PM · 2,961 enrolled so far | Contact | On | property hs_email_hard_bounce_reason_enum has a value | 1 actions of other kinds |
| Recovering Hard-Bounced Contacts via LinkedIn Sends LinkedIn connection requests and follow-up tasks to recover contacts with hard-bounced emails, updating their recovery status based on responses. 1795179021 · 12 actions last edited by Oksana Lohvinenko on March 23, 2026 11:50 AM · 912 enrolled so far | Contact | On re-enrols | is in list "Fri Mar 06 2026 Hard Bounced" | creates 5 task types: Find the Person on LinkedIn (Oksana Lohvinenko); Add contact’s LinkedIn profile in notes (Oksana Lohvinenko); Send LinkedIn Connection Message (Irina Fursman); Follow up on LinkedIn connection (Irina Fursman); Change Recovery status after LinkedIn Follow up (?); sets 1 property: recovery_status; adds to list "Fri Mar 06 2026 Hard Bounced", "LinkedIn Recovery List"; 2 branches |
| Send LinkedIn Connection Message Task Update Updates the Recovery Status to "LinkedIn sent" when a task titled "Send LinkedIn Connection Message" is marked as Completed. 1795199362 · 1 actions last edited by Oksana Lohvinenko on March 23, 2026 11:50 AM · 9 enrolled so far | Task | On | property hs_task_status, hs_task_subject is COMPLETED / Send LinkedIn Connection Message | sets 1 property: recovery_status |
HubSpot-generated helpers (sequence and link-click) 11
Created automatically by HubSpot when a sequence or an email link action is used. One action each. Do not delete without checking the sequence that owns them.
| Workflow | Object | Status | Enrols when a record... | What it does |
|---|---|---|---|---|
| Sequence 304634773 automation - Sun Apr 19 2026 14:12:09 GMT-0500 1807512606 · 1 actions last edited by Irina Fursman on April 19, 2026 2:12 PM | Contact | On re-enrols | sequence activity (HubSpot-generated) | 1 actions of other kinds |
| Sequence 305140593 automation - Tue May 05 2026 05:42:59 GMT-1000 1816443916 · 1 actions last edited by Irina Fursman on May 5, 2026 10:43 AM | Contact | On re-enrols | sequence activity (HubSpot-generated) | 1 actions of other kinds |
| Sequence 305140665 automation - Tue May 05 2026 05:52:23 GMT-1000 1816477447 · 1 actions last edited by Irina Fursman on May 5, 2026 10:52 AM | Contact | On re-enrols | sequence activity (HubSpot-generated) | 1 actions of other kinds |
| When a contact clicks a link in the email Adds contacts to a specific list when they click a link in a particular email campaign. 618266514 · 1 actions last edited by the API (no user) on October 10, 2024 10:36 AM · 22 enrolled so far | Contact | On | clicks a link in a specific email (HubSpot-generated) | adds to list "MToP 2026 Recruitment" |
| When a contact clicks a link in the email Adds contacts to a static list when they click a specific link in an email campaign. 619633214 · 1 actions last edited by the API (no user) on October 14, 2024 10:30 AM · 9 enrolled so far | Contact | On | clicks a link in a specific email (HubSpot-generated) | adds to list "MToP 2026 Recruitment" |
| When a contact clicks a link in the email Adds contacts to a specific list when they click a link in a particular email campaign. 620620885 · 1 actions last edited by the API (no user) on October 16, 2024 9:51 AM · 19 enrolled so far | Contact | On | clicks a link in a specific email (HubSpot-generated) | adds to list "MToP 2026 Recruitment" |
| When a contact clicks a link in the email Adds contacts who click a specific email link to a designated static list. 621854842 · 1 actions last edited by the API (no user) on October 18, 2024 9:29 AM · 10 enrolled so far | Contact | On | clicks a link in a specific email (HubSpot-generated) | adds to list "MToP 2026 Recruitment" |
| When a contact clicks a link in the email Adds contacts to a static list when they click a specific link in an email campaign. 1617258031 · 1 actions last edited by the API (no user) on December 19, 2024 1:11 PM · 1 enrolled so far | Contact | On | clicks a link in a specific email (HubSpot-generated) | adds to list "AMC 2024 Follow-Ups" |
| When a contact clicks a link in the email Adds contacts to a static list when they click a specific link in an email campaign. 1626436958 · 1 actions last edited by the API (no user) on January 28, 2025 5:53 PM · 17 enrolled so far | Contact | On | clicks a link in a specific email (HubSpot-generated) | adds to list "TSoI Interest" |
| Sequence 304595213 automation - Sat Apr 18 2026 12:43:53 GMT-0500 1806878131 · 1 actions last edited by Irina Fursman on April 18, 2026 12:44 PM | Contact | Off re-enrols | sequence activity (HubSpot-generated) | 1 actions of other kinds |
| When a contact clicks a link in the email Adds contacts to a static list when they click a specific link in an email campaign. 1628889514 · 1 actions last edited by the API (no user) on February 6, 2025 7:56 AM | Contact | Off | clicks a link in a specific email (HubSpot-generated) | adds to list "0" |
Other 4
| Workflow | Object | Status | Enrols when a record... | What it does |
|---|---|---|---|---|
| TLR Exclusive Invitation (space limited) HLR Convert warm leads to registrants 1752950027 · 3 actions last edited by Shayna Keppeler on January 2, 2026 12:10 PM · 10 enrolled so far | Contact | On | submits "HUE Leadership Retreat Interest Form" | sends 1 email: Email 1- Interested in Sedona TLR; creates 1 task type: Follow Up with {{ enrolled_object.firstname }}{{ enrolled_ob (Irina Fursman); 1 timed wait |
| (unnamed) 1687170356 · 4 actions last edited by Irina Fursman on August 23, 2025 8:50 PM | Contact | Off re-enrols | submits "Application for Pro-Bono Action Planning" | sends 1 email: 0 |
| Unnamed workflow - 2026-02-23 19:18:20 GMT+0000 1781872410 · 0 actions last edited by Oksana Lohvinenko on February 23, 2026 1:18 PM | Contact | Off re-enrols | property course_name, course_finishing_date is HueLife Community of Practice | no actions recorded |
| Unnamed workflow - 2026-02-24 15:13:14 GMT+0000 1782272875 · 1 actions last edited by Shayna Keppeler on February 24, 2026 9:18 AM | Contact | Off | manual or unknown enrolment | sets 1 property: course_interest |
How the families interact
The class automation workflows and the Community of Practice workflows write the same contact properties: lead_trainer, lead_trainer_email, course_location, zoom_link, course_name. A contact who registers for a class and for the CoP holds whichever workflow ran last, and any email that tokens those properties shows that value. This is the main reason class facts are moving onto the Course record, where they are associated to the contact instead of copied. No workflow outside the four CoP ones reads the cop_ properties, the CoP registration form or the "CoP registrants 2026" list. Three class communication workflows (AES, TSP, TFM "with emails") send a post-class email that invites people to the CoP.