💡 Introduction

The LoftOS Automation System streamlines your platform management by automatically triggering specific actions based on user behavior. This powerful tool reduces manual administrative work and creates dynamic, responsive experiences for your community members.

The automation system operates on a simple concept: “If this happens (Trigger), then do that (Action).”

Trigger: A specific event that occurs on your platform (e.g., a user joining a group)
Action: The automated task that executes when the trigger occurs (e.g., assigning a role to that user)

Currently, automations must be configured by our Customer Success team. Contact your designated Customer Success Manager to set up automations for your platform.

⚙️ Available Automation Capabilities

Triggers

Your automations can be triggered by the following user actions:

Trigger	Description	Use Cases
User Registration via URL	A new user signs up using a specially generated URL	Marketing campaigns, event registration, cohort onboarding
User Login via URL	An existing user logs in using a specially generated URL	Segmenting returning users, special access campaigns
User Joins Group	A user becomes a member of a specific group	Automatic role assignment, welcome workflows
User Joins Event	A user becomes a participant in a specific event	Event-specific permissions, attendee management
User Participates in Event	A user actively participates in an event	Post-event follow-up, certification workflows
User Adds Organization	A user adds an organization to a module content section	Partnership workflows, verification processes

Actions

When triggers occur, the system can automatically perform these actions:

Action	Description	Applicable Modules
Attach Role to User	Assigns a predefined user role (e.g., “Premium Member,” “Event Attendee”)	Users Module
Attach Label to Organization	Applies a specific label for filtering and identification	Organizations Module

📝 How to Request an Automation

To set up an automation for your platform:

Identify Your Need: Determine what user behavior should trigger an automated action
Contact Your CSM: Reach out to your designated Customer Success Manager
Provide Details: Share the following information:
- Platform URL or App ID
- Desired Trigger: Which user action should start the automation
- Desired Action: What should happen automatically
- Specific Requirements: Target groups, roles, labels, or other details
- Business Goal: Why you need this automation

Example Request:

Platform: yourplatform.loftos.com
Trigger: User joins “Startup Founders” group
Action: Attach “Entrepreneur” role to user
Goal: Automatically give group members access to exclusive content

Implementation: Your CSM will coordinate with our technical team to configure the automation
Testing: We’ll provide any necessary URLs and help you test the automation before it goes live

🚀 Benefits

Automations help you:

Save Time: Reduce manual administrative tasks
Improve User Experience: Provide immediate access and relevant content
Increase Engagement: Create seamless user journeys
Scale Operations: Handle growing communities efficiently
Segment Users: Automatically organize members based on behavior

💭 Need More Automation Options?

If you need triggers or actions that aren’t currently available, your Customer Success Manager can submit feature requests to our development team. We continuously expand automation capabilities based on customer needs.

🤖 Automation