Using the Recur growth tool
Last updated August 5, 2026
Objective
This guide demonstrates how to utilize Recur Growth, a specialized AI tool embedded within Recur. Designed specifically for associations, this feature provides data-driven suggestions to help you overcome stagnation, achieve specific membership goals, and streamline organizational growth through actionable tasks.
Key Steps
Step 1: Access the Recur Growth Tool
From the Recur homepage, navigate to the top menu bar and click on Tools.
Select Recur Growth (the second option in the dropdown menu).
You will arrive at the Recur AI Suggestions interface.
Step 2: Input Organization Purpose and Goals
To receive the most accurate AI guidance, you must provide context in the right-hand panel:
Organization Purpose: Enter a detailed description of what your association does. The more details provided, the more effective the AI output will be.
Current Goals: List specific, measurable objectives.
Example: "Grow customer account by 50 new clients," "Add new services like Google Ads," or "Grow team with two new hires."
Step 3: Generate AI Suggestions
Click the Generate List (or Regenerate List) button.
Review Output: On the left-hand side, the AI will provide an overview and 10 specific suggestions for improvement.
Alignment: Each suggestion (labeled in orange) will explicitly state in parentheses which of your goals it is addressing.
Example: For a growth goal, it might suggest "Start a referral program" by offering incentives like discounts or exclusive offers.
Step 4: Explore Detailed Implementation
If a suggestion interests you, you can dive deeper into how to execute it:
Click the three dots (menu) on the right side of any suggestion.
Select More Details.
Recommended Topics: The AI will generate five additional sub-topics or specific strategies.
Example: For a referral program, it may suggest "Personalized Thank Yous" or "Referral Contests."
Step 5: Convert Ideas into Actionable Tasks
Once you find a strategy you want to implement, move it into your workflow:
Click the three dots next to a specific sub-topic and select Add to Task List.
Configure the Task:
Assignee: Designate a team member to handle the task.
Priority: Set the importance level.
Due Date & Reminders: Set a deadline (e.g., Today) and configure a reminder.
Recurring: Toggle this if the task needs to happen on a regular cycle.
Save: Click Save to finalize the task.
Cautionary Notes
Detail Dependency: If your "Organization Purpose" is too vague, the AI suggestions will be generic. Be specific about your niche to get high-value results.
Task Notification: Once you save a task, Recur immediately sends an automated email notification to the assigned user. Ensure your team is prepared for these automated alerts.
Tips for Efficiency
Breaking Ruts: Use the "Regenerate List" feature periodically to get a fresh set of eyes on your association's challenges if your previous strategies have plateaued.
Integrated Workflow: Because Recur Growth is connected to the internal Task system, you can monitor the progress of these AI-generated ideas directly from your dashboard's task list (located in the bottom right-hand corner).
Direct Reminders: Use the "Recurring" task feature for long-term growth goals, such as a monthly review of your referral program's performance.