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Automation Workflows — Invite and Networking Recommendations

Two automation workflows to grow and engage your community — Invite (bring new members in) and Networking Recommendations (keep them coming back). Overview with links to detailed setup guides.

Written by Sarita Markande

Almabase provides two automation workflows that help you grow and engage your community. Each runs on its own once set up — no manual sends needed.


Invite Workflow

Purpose: Bring new members to the platform.

The invite workflow sends personalised invitation emails to constituents in your database who haven't signed up yet. Each email contains a unique link tied to their record — so when they sign up, they're automatically matched and approved, regardless of which email they use.

You configure the initial invite, follow-up emails, and timing. The workflow handles the rest.

Who receives it

Unregistered constituents in your selected communication group

What it drives

Sign-ups and platform adoption

When to use

At launch to bring your community onto the platform, or anytime you want to invite a new group


Networking Recommendations

Purpose: Engage members who are already on the platform.

The Networking Recommendation workflow sends automated emails suggesting 3 people a registered member might know — based on shared work, education, location, interests, and skills. Each email also includes a link for the member to update their own profile, keeping directory data fresh.

The system learns over time — already-shown suggestions are excluded, and future recommendations lean toward profiles similar to ones the member clicked before.

Who receives it

Registered, active members with at least 3 strong matches

What it drives

Reconnections, networking, and profile completeness

When to use

After launch, once you have enough registered members to generate meaningful matches


How They Work Together

Think of it as two phases: Invite brings people in. Networking Recommendations keeps them coming back. The invite workflow runs first during launch. Once you have a critical mass of registered members, activate Networking Recommendations to sustain engagement.

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