Member Engagement & At-Risk Tracking

Automation runs on a weekly schedule (e.g., every Monday morning) to pull fresh member activity data from all connected sources.

The automation queries for all member records and their recent activity (event attendance, email engagement, support tickets) from the past 30 days.

Activity data is automatically written base, creating a unified view of all member engagement metrics in a single table.

The automation applies a consistent, rule-based engagement scoring formula to each member based on attendance, email opens, logins, and support interactions. Scores are stored.

The automation identifies members with engagement scores below the threshold and flags them as at-risk. It also checks for exceptions (e.g., recent joiners, members on planned leave) to reduce false positives.

For each flagged at-risk member, the automation creates a task with the member's name, engagement score, and a pre-filled outreach template.

A summary report is sent to the support manager listing the number of at-risk members flagged this week, with a link to the full list for review and approval.

The manager reviews the at-risk list, validates the flagging, and approves the outreach plan. This human step ensures context and prevents inappropriate contact.