News & Updates
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New Math Options for Workflows
April 2, 2026

Staying in the area of workflows, math-based automations just got a big upgrade. You can now reuse calculation results directly in later steps of your workflows, without needing to store them in a custom field first.
This makes it much easier to build workflows that adapt in real time, whether you’re tracking engagement, calculating totals, or guiding members down different paths based on their activity. You’ll be able to create more dynamic and personalized automations with less setup behind the scenes and fewer workarounds to make everything connect.

You can now pull files directly from Media Storage when building workflows, making it much easier to reuse the same assets across multiple automations. Instead of re-uploading files or pasting links over and over, you can simply select what you’ve already saved. Whether it’s a PDF, image, or other media, everything stays consistent and easy to manage. This change reduces repetitive work when you’re trying to stay consistent across your communications, especially when sharing resources, event materials, or member content through automated messages

Our development team has also refreshed the custom fields screen to make it simpler, more intuitive, and easier to work with day to day. While nothing about how fields function has changed, the updated interface makes it much faster to find what you need, stay organized, and manage your data with confidence. You’ll notice a cleaner layout, easier switching between different areas like contacts and opportunities, helpful visual indicators for key fields, and even a live preview so you can see how things will appear before saving. This new look can be especially helpful when your data is complex. It should now be even easier to keep your database clean, consistent, and aligned with how you actually use it, without the usual friction behind the scenes.

