Course overview

  • What it's about

    How to build and manage automations in Beacon. Covers core workflow logic (triggers, conditions, actions) and creating automations to update records, assign tasks, and send emails.

  • Who it's for

    Anyone on your team. Relevant whether you have never built a workflow, want ideas to take to your Beacon admin, or already run workflows and want fresh inspiration.

  • Real-world example

    Hear from Nicola Booth, CEO of Finding Your Feet. She shares practical lessons and real examples from their 300+ workflows to give you ideas for your own database.

Instructor

Senior Customer Success Manager Niamh O'Leary

Niamh has been at Beacon for over five years, which means she knows pretty much every corner of the platform. As part of the Customer Success team, she works directly with charities across everything Beacon does, helping teams get set up properly, tackle day-to-day questions, and make running their organisation a lot simpler.

Course curriculum

About this course

  • 16 lessons
  • 45m

  1. Getting to know workflows

    1. Welcome to the course on Workflows

    2. How to identify repetitive admin tasks

    3. Understanding core workflow logic

  2. Building a workflow

    1. Setting up a workflow Trigger

    2. Adding Filters to a workflow

    3. Finishing your workflow with Actions

    4. Testing your workflow

  3. Workflows in practice

    1. Use cases and best practices

    2. Keeping your data tidy

    3. Managing team tasks

    4. Taking the admin out of payments

    5. Making communications easier

    6. Tracking and reporting

  4. Bringing it all together

    1. Bonus lesson: Interview with Finding Your Feet

    2. What you’ve learned

    3. Share your feedback