Automations

Turn good intentions into repeatable follow-through.

Build a clear path for what happens next. Avlo's visual automation tools connect account events, communication, and engagement actions so your team can run repeatable journeys rather than a list of reminders.

Compare availability See it in practice

Thoughtful tools. More connected relationships.

Inside the actual platform

Design what happens next.

Connect workflow steps visually. This draft is not published or sending messages. Open the image to inspect the full-size screen.

Actual Avlo workflow editor showing a draft automation with entry, wait, survey, and exit blocks — Actual Avlo screenDemo data · Not customer results

Choose what starts the journey.

Use manual entry or supported events such as account creation, member enrollment, payment failure, an approaching renewal, or membership cancellation.

Build the route.

Combine conditions, splits, wait steps, email and SMS, actions, and destinations in a visual workflow.

Bring engagement into the flow.

Include poll and survey steps and use configured poll answers to enroll accounts into a relevant follow-up automation.

Illustrative workflow / Not customer results

A more thoughtful welcome journey.

An example of how your team could use automations in Avlo.

01
Start with an account-created trigger and the intended account audience.
02
Add a welcome email, a wait, and a poll or survey step.
03
Publish the workflow and inspect runs to understand execution and failures.

What you can follow

Make the activity visible.

Inspect automation status, run counts, enrollment activity, and individual execution details.

Before you launch

Know what is involved.

Published workflows need the automation worker running. Email and SMS need configured providers and applicable consent. Available actions depend on enabled tools; publishing alone does not configure delivery.

Feature access and capacity vary by subscription. The live plan comparison is the source of truth for your operating level.

Review plans and requirements

Better connected

One part of
a bigger platform.

Connect this capability with the rest of your client experience. You don't have to begin with a membership program.

Polls

Ask a quick question, collect votes, and connect selected answers to follow-up workflows.

Explore polls

Surveys & feedback

Go deeper with ratings, NPS, written feedback, conditional questions, and optional rewards.

Explore surveys & feedback

Communications

Bring email, SMS, templates, notices, and client follow-up into the same workspace.

Explore communications

Your next chapter

Beautiful care.
Extraordinary potential.

Build loyalty. Listen to clients. Connect the next action.
Start with engagement. Add memberships when they fit.

Start with Avlo Talk to our team

Explore the right operating level for your practice. Features and setup vary.