> ## Documentation Index
> Fetch the complete documentation index at: https://chattree.co/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflow library

> A starting workflow for each kind of group: what every one does, and what each adds.

When Chattree joins a group it reads the group's name and description and starts it with the
template that fits. To start from a different one, open the group on the
[dashboard](https://app.chattree.co) and press **Templates** at the bottom right of its editor.
Your previous workflow stays in **History**. Every part of a template can be changed; see
[Workflows](https://chattree.co/docs/guides/workflows.md).

| Kind of group | What it does |
| - | - |
| [General](#general) | Answers, welcomes, and keeps you in the loop — good for any group. |
| [Wedding or event](#wedding-or-event) | Guests get answers about the venue, dress code and dates, with reminders as the day comes. |
| [Church or faith group](#church-or-faith-group) | Welcomes, answers, a weekly reminder you write, and questions to keep people talking. |
| [School parents](#school-parents) | Answers the same questions parents ask every term, reminds them of dates, and tells you when someone is upset. |
| [Gym or customers](#gym-or-customers) | Answers customers, tells you who is due to renew, and flags anything you should handle yourself. |
| [Savings circle (ajo, esusu)](#savings-circle-ajo-esusu) | Keeps track of who says they have paid, reminds the circle monthly in your words, and tells you about disputes. |
| [Family, alumni or community](#family-alumni-or-community) | Welcomes people, gets a quiet group talking, and sums up the week. |
| [Estate or residents' association](#estate-or-residents-association) | Answers residents, reminds them of meetings and dues, and tells you when something needs you. |
| [Course, cohort or class](#course-cohort-or-class) | Answers the questions every learner asks, reminds them of deadlines, and keeps the group talking. |
| [Club or association](#club-or-association) | Welcomes members, tells you who is due to renew, notes who says they paid, and sums up the week. |
| [Burial or memorial](#burial-or-memorial) | Answers family and friends about the arrangements, keeps the contribution list, and stays out of the way. |

## What every template does

* When Chattree joins the group: prepare its introduction, then ask you first (reply yes or no within 24 hours), then post it.
* When someone tags Chattree or replies to it: answer from what it was taught.
* When a member's question about the group has gone unanswered for 30 minutes: answer it, quoting them, only if what it was taught answers it.
* When a member seems to need you (complaint, money, safety, conflict): tell you privately — and say nothing in the group.
* As a date you added comes up (a month, two weeks, a week, three days and a day before): remind the group.
* When a member says they have paid: thank them and note it for you, then tell you, so you can check.
* Every 24 hours, if members asked things it could not answer: send you the questions, to answer once.

Every template also has **Weekly report to me**, off until you switch it on.

## General

Answers, welcomes, and keeps you in the loop — good for any group.

**Also:**

* When a member joins: welcome them with what a newcomer should know.
* When nobody has said anything for 5 days: write one question to get people talking, then ask you first (reply yes or no within 48 hours), then post it.
* When members' memberships are due: send you the list of who is due.

**Ready to switch on:**

* Switch on when you want it: Weekly report to me.

## Wedding or event

Guests get answers about the venue, dress code and dates, with reminders as the day comes.

**Also:**

* When a member joins: welcome them with what a newcomer should know.
* When members' memberships are due: send you the list of who is due.

**Ready to switch on:**

* Needs your words first: The day after.
* Switch on when you want it: Weekly report to me.

## Church or faith group

Welcomes, answers, a weekly reminder you write, and questions to keep people talking.

**Also:**

* When a member joins: welcome them with what a newcomer should know.
* When nobody has said anything for 5 days: write one question to get people talking, then ask you first (reply yes or no within 48 hours), then post it.
* When members' memberships are due: send you the list of who is due.

**Ready to switch on:**

* Needs your words first: Weekly service reminder, The day after.
* Switch on when you want it: Weekly report to me.

## School parents

Answers the same questions parents ask every term, reminds them of dates, and tells you when someone is upset.

**Also:**

* When a member joins: welcome them with what a newcomer should know.
* When members' memberships are due: send you the list of who is due.

**Ready to switch on:**

* Switch on when you want it: Weekly report to me.

## Gym or customers

Answers customers, tells you who is due to renew, and flags anything you should handle yourself.

**Also:**

* When a member joins: welcome them with what a newcomer should know.
* When members' memberships are due: send you the list of who is due, then post a general renewal reminder (it names nobody).

**Ready to switch on:**

* Switch on when you want it: Weekly report to me.

## Savings circle (ajo, esusu)

Keeps track of who says they have paid, reminds the circle monthly in your words, and tells you about disputes.

**Also:**

* When a member joins: welcome them with what a newcomer should know.
* When members' memberships are due: send you the list of who is due.

**Ready to switch on:**

* Needs your words first: Monthly contribution reminder.
* Switch on when you want it: Before a collection closes, Weekly report to me.

## Family, alumni or community

Welcomes people, gets a quiet group talking, and sums up the week.

**Also:**

* When a member joins: welcome them with what a newcomer should know.
* When nobody has said anything for 5 days: write one question to get people talking, then ask you first (reply yes or no within 48 hours), then post it.
* Every Monday at 08:00: write a roundup of the week (if there were at least 5 messages), then ask you first (reply yes or no within 48 hours), then post it.
* When members' memberships are due: send you the list of who is due.

**Ready to switch on:**

* Switch on when you want it: Tell me when people leave, Weekly report to me.

## Estate or residents' association

Answers residents, reminds them of meetings and dues, and tells you when something needs you.

**Also:**

* When a member joins: welcome them with what a newcomer should know.
* When members' memberships are due: send you the list of who is due, then post a general renewal reminder (it names nobody).

**Ready to switch on:**

* Needs your words first: Monthly dues reminder.
* Switch on when you want it: Tell me about security or power, Weekly report to me.

## Course, cohort or class

Answers the questions every learner asks, reminds them of deadlines, and keeps the group talking.

**Also:**

* When a member joins: welcome them with what a newcomer should know.
* When nobody has said anything for 5 days: write one question to get people talking, then ask you first (reply yes or no within 48 hours), then post it.
* Every Monday at 08:00: write a roundup of the week (if there were at least 5 messages), then ask you first (reply yes or no within 48 hours), then post it.
* When members' memberships are due: send you the list of who is due.

**Ready to switch on:**

* Needs your words first: Weekly class reminder.
* Switch on when you want it: Weekly report to me.

## Club or association

Welcomes members, tells you who is due to renew, notes who says they paid, and sums up the week.

**Also:**

* When a member joins: welcome them with what a newcomer should know.
* When members' memberships are due: send you the list of who is due, then post a general renewal reminder (it names nobody).
* When nobody has said anything for 5 days: write one question to get people talking, then ask you first (reply yes or no within 48 hours), then post it.
* Every Monday at 08:00: write a roundup of the week (if there were at least 5 messages), then ask you first (reply yes or no within 48 hours), then post it.

**Ready to switch on:**

* Switch on when you want it: Tell me when people leave, Weekly report to me.

## Burial or memorial

Answers family and friends about the arrangements, keeps the contribution list, and stays out of the way.

**Also:**

* When members' memberships are due: send you the list of who is due.

**Ready to switch on:**

* Needs your words first: The day after.
* Switch on when you want it: Before a collection closes, Weekly report to me.


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