Automation Overview

Phase 4 Automate is the growth engine layer of Uni8's community pyramid. It scales engagement by removing manual work and creating self-sustaining motivation loops through three tightly integrated systems.

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The Automate Layer

System	Purpose
Workflows	Trigger automated actions based on member activity
Gamification	Reward participation with points, goals, and badges
Rewards	Give members tangible incentives for engagement

Together these three systems form a feedback loop: members take actions → earn points via Gamification → complete Goals → unlock Rewards → Workflows automate the delivery.

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Feature Gating by Plan

Feature	Builder	Pro	Enterprise
Workflows	✗	✓ (500/mo)	✓ (unlimited)
Gamification	Points only	Full	Full
Goals	✗	20 limit	Unlimited
Rewards	✓	✓	✓

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How the Systems Integrate

Member Action
    ↓
Workflow Trigger (e.g. course_complete)
    ↓
Gamification Action (award_points)
    ↓
Goal Progress (e.g. "Complete 5 courses this month")
    ↓
Goal Completed → Reward Assigned (via Workflow or auto)
    ↓
Member Claims Reward (voucher / coupon / badge)

Common Integration Patterns

• Onboarding loop — user_signup trigger → send welcome email + award 50 points → goal "Complete profile" → badge reward
• Learning loop — course_complete trigger → award points → leaderboard ranking rises → monthly goal completed → coupon reward
• Retention loop — daily_login trigger → streak milestone reached → award bonus points → tier upgrade notification

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Next Steps

• Workflow Builder — Set up triggers and automated actions
• Gamification Setup — Configure points, goals, and leaderboards
• Rewards Management — Create vouchers, coupons, and badges
• Integrations Setup — Connect Slack, Zalo, HubSpot, and more
• Messaging Integrations — Discord, Twilio, WhatsApp, and message conditions
• Data Integrations — Google Sheets, CRM tools, and Webhooks