New: Automations When Team Members Accept or Decline

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Throughout this year, Planning Center has made it possible to automate more and more parts of your work. In September, Services got its first automation – the ability to take an action when a person is added or removed from a team. Today, we double the available Services options by allowing you to run an automation when someone on a team or even in a specific position on the team accepts or declines a scheduling request.

This is especially powerful when paired with the newly released Add a Task automation action. Let's say you want to make sure that whoever you schedule for lyrics knows they need to create or review the lyric slides. Go to the Automations tab on the Tech Team page and set up the following automation:

Now, when a person accepts the lyrics position on the tech team, the automation creates a corresponding task in their task inbox. Enjoy these new automation options!



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