Create and Schedule Announcements

Last updated: August 7, 2026

Announcements let your agency communicate with caregivers through in-app notifications, email, text, and the company feed.

🎥Walkthrough: Setting Up Announcement Workflows

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Create an announcement

  • Go to Workflows > Announcement.

  • Select Send Announcement, then select Send Announcement again.

  • Enter the message and apply formatting such as bold or italics where needed.

  • Preview the message before continuing.

Choose delivery options

  • In-app and email are selected by default.

  • Select Text to also send the announcement by SMS.

  • Choose Interactive to allow emoji reactions, or One-Way Broadcast when no reaction is needed.

  • Turn on Post to Company Feed when the message should remain visible in the caregiver feed.

Add an attachment

  • Upload an image, PDF, or video.

  • Videos can be uploaded or recorded directly in the workflow.

  • Attachments are optional.

Choose a sending method

  • Send Now: Deliver the announcement immediately.

  • Schedule for Later: Choose a future date and time.

  • Autopilot: Repeat the announcement on a recurring schedule.

  • Event-Based: Send when a selected employee event occurs, such as a new hire milestone.

Select recipients

  • Choose All Employees for an agency-wide message.

  • Choose a custom employee group for a targeted announcement.

  • Review the recipients and schedule before activating the workflow.

Please Note: if you are sending an announcement to more than 1 person, the text within the announcement will be the same for each recipient selected. It will not auto-populate their name. As such, you'll want to keep the messages more general so they can apply to each person receiving it.

Manage announcements

  • Return to the Announcement workflow to review active, scheduled, or completed announcements.

  • Pause, edit, or cancel an automation when your communication needs change.