Culminate LifeNothing slips through the cracks.
Workflows gives each kind of request a board with stages and an owner, so everyone can see what’s next and who has it.
Guest follow-upMy work · 3
New 2
- PriyaPlan a visit formAssigned to AK
- The Park familyGuest form at the deskAssigned to JM
Contacted 1
- Sam and JordanTexted MondayAssigned to JM
Invited to a group 1
- ChrisTuesday night groupAssigned to AK
Done 1
- The Lee familyJoined a groupAssigned to RT
A whiteboard with columns
Most things that slip at church don’t slip because nobody cared. They slip because nobody knew it was theirs. A guest fills in a card and three people assume someone else called. A leaky faucet gets mentioned in the hallway and forgotten by Wednesday.
In Culminate Life, a workflow is a board with stages. Each request is a card that moves from left to right as it gets done. Workflows is free, and it lives in your dashboard, next to the people records your requests are about.
Requests in, work done
Start from a template
Seven ready-made boards, from event requests to new member onboarding, or start blank and add your own stages.
Requests come to you
Each workflow can have its own request form for your team. Automations can also add a card when someone fills in a form on your website, plans a visit, or sends a prayer request.
Every card has an owner
Assign cards yourself, or let an automation take turns or pick whoever has the fewest open items. Add due dates, checklists, and comments with @mentions.
My work
Everything assigned to you, across every workflow, in one place, with a count in the top bar and a short email each morning.
Boards churches start with
Pick the follow-up that slips most often and run it on a board for a month. Then add the next one.
Template
Event requests
A ministry leader who wants to hold an event fills in the request form. The card moves from submitted to approved to scheduled, and nobody retypes an email into a spreadsheet.
Template
Guest follow-up
New, contacted, invited to a group, done. Every first-time guest gets a card and an owner, so no one is called three times or not at all.
Template
Prayer follow-up
Received, prayed for, checked in, done. A prayer request gets more than one read.
Templates
Onboarding and requests
Volunteer onboarding, New member onboarding, Media requests, and Team requests are ready too, so a new volunteer or a graphics request follows the same steps every time.
Your own board
Facility requests and repairs
Start blank with stages like reported, assigned, and fixed. Put a facility request form on your website, and an automation turns each submission into a card for whoever looks after the building. Booking rooms lives in Facilities, which is free.
Five minutes in staff meeting
A quick look at each board tells you more than a long update:
- Cards piling up in one stage show where things get stuck.
- Cards that haven’t moved in a while need a nudge.
- A full Done column is worth celebrating.
Good questions
What does Workflows cost?
Nothing. Workflows is free in your Culminate Life dashboard.
Where do I find Workflows?
In your Culminate Life dashboard. Start from a template or set one up step by step.
Can people send requests with a form?
Yes. Each workflow can have its own request form for your team. For requests from anyone else, use a form on your website with an automation that adds each submission to the board.
Can we keep some boards private?
Yes. Limit a workflow to certain people, like pastoral care or finance, so only they see its cards.
Will people get notified?
Yes. People choose which notifications they get, by push or email. Automations can also send a text to people who opted in, held overnight between 8 PM and 8 AM.
How do I see what’s mine?
My work gathers everything assigned to you across every workflow, with a count in the top bar.
Is there a guide?
Yes. Read the Workflows guide in the Knowledge Hub.
Give every request an owner.
Workflows is free in your dashboard.