Circle

Circle

· #106 most-used

Your Circle community, run by an agent

CommunicationCRMMarketingSchedulingForms

Circle is the community platform where creators host discussions, courses, events, and member directories — all in one branded space. Connect it to Actionist and your agent can invite members, manage access groups, post content, send direct messages, and react to subscription events in real time. The result: a community that responds to its members 24 hours a day without you lifting a finger.

Average time saved
12 hours
per person · per month
2 workdays back

Eliminates manual work. Automating member onboarding, access group changes, and subscription-triggered messages eliminates the manual tab-switching and copy-pasting that community managers do dozens of times a day.

Schedule

What your Circle agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Mon
Tue
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Fri
7am
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1pm
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Agents
Multi-app workflows

Circle × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
9Apps spanned
~62 hrsSaved / week
6Personas served
customer-success★ FeaturedSaves 1h saved · runs ~10× /week

New subscriber onboarded in 90 seconds

When a new subscription confirmation email lands in Gmail, your agent springs into action — it finds the member in Circle, adds them to the right access group, sends a personalised direct message with their top 3 recommended spaces, and drops a 30-minute orientation event on the calendar — then pings the CS team in Slack so they know a paying member just arrived. No tab-switching, no copy-pasting member IDs, no risk of missing the first crucial moment.

Trigger: When a subscription confirmation email arrives in Gmail matching the subject pattern 'Welcome to'
Step 1 trigger
Gmail
Detect new subscription confirmation email
Step 2 read
Circle
Find member by email address
Step 3 write
Circle
Add member to premium access group and send welcome DM
Step 4 write
Slack
Post new subscriber alert to #customer-success channel
Step 5 write
Google Calendar
Create 30-minute orientation call event for CS rep
Every subscriber touched in 90 seconds
Savings

What this looks like for your team

The comparison strip shows real manual tasks your agent replaces. The calculator translates that into your team's numbers.

Without Actionist
With Circle agent
  • Sales
    Manual lead tagging
    Sales reps search Circle for active members and manually tag them as leads, then copy profile links into the CRM — 21 minutes of copy-paste per week.
    21 min/week
    Sales Agent
    Agent tags and routes in seconds
    When a member's post count crosses your threshold, the agent tags them in Circle and logs their profile link straight to HubSpot — zero rep involvement.
  • Marketing
    Weekly newsletter prep
    Marketers manually scan approved posts each week to find content worth featuring in the community digest — 15 minutes of scrolling and copying.
    15 min/week
    Marketing Agent
    Agent queues digest content live
    Every time content is approved in Circle, the agent appends the title and link to the newsletter draft doc — the digest is half-written before you open it Friday.
  • Customer Support
    New member onboarding
    Support reps manually welcome new subscribers, add them to the right access groups, and schedule orientation calls — 21 minutes per subscriber cohort each week.
    21 min/week
    Customer Support Agent
    Agent onboards instantly
    When a subscription activates, the agent adds the member to the correct access group, sends a personalised welcome DM, and books an orientation call — all before the rep even sees the notification.
  • Human Resources
    Staff community access
    HR manually invites new hires to the internal Circle community and assigns them to the right team space — 8 minutes per onboarding cycle.
    8 min/week
    Human Resources Agent
    Agent provisions access on day one
    When HR confirms a new hire in the system, the agent invites them to Circle, adds them to their team's space group, and sends a first-day DM with the community guidelines.
  • Finance
    Subscription revenue logging
    Finance manually exports Circle subscriber counts and cross-references paid charges to update the revenue tracker — 15 minutes of exports and spreadsheet edits per week.
    15 min/week
    Finance Agent
    Agent logs every charge live
    Each time Circle fires a New Member Paid Charge event, the agent appends the member ID, amount, and timestamp to the revenue Google Sheet — no exports, always current.
  • Operations
    Access revocation on churn
    Ops manually removes churned members from premium access groups in Circle after cross-referencing the cancellation sheet — 33 minutes of back-and-forth weekly.
    33 min/week
    Operations Agent
    Agent revokes access within minutes
    When a cancellation is logged, the agent finds the member in Circle and removes them from all premium access groups before the end of the same working hour.
  • Legal
    Content moderation audit
    Legal manually reviews flagged-content reports from Circle and logs each case with a timestamp and outcome — 7 minutes of admin per weekly audit.
    7 min/week
    Legal Agent
    Agent logs flags automatically
    When content is flagged in Circle, the agent records the member ID, content link, and flag timestamp to the moderation log so Legal's audit trail writes itself.

+ 100s of other automations your agent handles

Average monthly savings
12 hours / person
ROI calculator

See what your team gets back

Team size
10 people
Fully-loaded rate
$20 / hour
Hours / week
30
Hours / year
1,500
Annual ROI
$30,000

Baseline: 3 hrs saved per person per week, across the full Circle automation set.

Connect

How to plug Circle into Actionist

Pick the connection method that suits your environment.

The fastest path. Install the Circle MCP server and the agent connects to your community through a permissioned OAuth handshake — no API tokens to rotate, no credentials to paste.

1
Open the Apps tab

Find Circle in the Apps library and click Connect. MCP is selected by default.

2
Authorise in Circle

A Circle OAuth window opens — sign in with your Circle admin account, select the community you want to connect, and grant the requested permissions. The token is stored securely; you never handle it directly.

3
Test the connection

Actionist runs a read-only call to verify the handshake. You're ready.

Read the Circle docs →
Actions

27 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

10 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

Skills

Skills that pair with Circle

Reusable agent skills that work well alongside this app.

ADHD Daily Planner

Pairs with Circle community management by building dopamine-aware, time-realistic daily schedules — so community tasks actually get done instead of piling up.

MCP servers

MCP servers that work with Circle

Connect Actionist to MCP servers built for or around this app.

mcp-circle
Official

The official Circle MCP server — connects Actionist to your Circle community for member management, payments, and content operations via a single OAuth handshake.

FAQs

Questions about Circle + Actionist

How does Actionist connect to Circle?
The recommended path is the Circle MCP server, which uses an OAuth handshake — you authorise Actionist in your Circle admin account and choose the community to connect. No API tokens to rotate. If you prefer, you can also connect via a personal API token from Circle's Settings → API page.
Which Circle objects can the agent read and write?
The agent can read members (profile, tags, space memberships, subscription status) and write across members, access groups, space groups, spaces, posts, comments, events, course lessons, course sections, and direct messages. It covers all 27 operations exposed by Circle's API.
Can the agent respond to subscription events like cancellations or charges?
Yes. Circle exposes 10 billing-related triggers — including New Member Active Subscription, New Member Canceled Subscription, New Member Paid Charge, New Member Past Due Subscription, and New Member Refunded Charge. Your agent can react to any of these the moment they fire, before a human would even see the notification.
How do I stop the agent triggering itself in an infinite loop?
Two safeguards work together: first, use trigger filters to scope events to a specific tag, space, or subscription plan rather than every event; second, have the agent check a condition (e.g. 'Has Member Tag' for a processed tag) before writing, and tag members it has already acted on so it skips them on the next run.
What permissions does the agent need in my Circle community?
The agent requires an admin-level token or OAuth scope to access members, access groups, spaces, posts, comments, events, and direct messages. Community member accounts do not have enough permissions to write across all object types — connect as an admin or a dedicated bot admin account.
Can I run scheduled automations against my Circle community?
Yes. You can schedule any Circle workflow on a recurrence — daily, weekly, or custom cadence. A common pattern is a weekly health-report job that reads post and member activity counts for the past 7 days and posts a summary to a community announcements space every Monday morning.
Does the agent handle multi-community setups?
Each Circle connection maps to one community. If you operate multiple Circle communities, create a separate connection for each one in Actionist's Apps tab and build per-community workflows. The New Community trigger fires when a new community is created under your account, letting you bootstrap each one automatically.
What happens if I disconnect Circle from Actionist?
All workflows using Circle as a trigger or action step will pause immediately — no events will be consumed and no writes will be attempted. Your Circle community data is unaffected. Reconnect with a valid token or OAuth and your workflows resume from the next event, with no replay of missed events during the gap.