Automations
Streamline routine church tasks with our Automations feature. Automate birthday and anniversary notices, and efficiently integrate new members into groups, reducing administrative efforts and boosting member engagement.
Everything you need for task automation
Your all-encompassing solution to streamline daily operations, automate routine tasks, and ensure every church function runs smoothly.
TASK AUTOMATION
Automatically handle repetitive tasks such as sending birthday and anniversary messages, freeing up staff for other duties.
MEMBER INTEGRATION
Streamline the integration of new members into church life by automatically assigning them to relevant groups and programs.
CUSTOMIZABLE TEMPLATES
Use customizable templates for communications to maintain a consistent and personal touch.
SCHEDULE MANAGEMENT
Plan and schedule tasks with an easy-to-use interface, ensuring nothing is overlooked.
NOTIFICATION SYSTEM
Receive notifications about upcoming tasks and deadlines to keep everyone on track.
EFFICIENCY INSIGHTS
Gain insights into workflow efficiency and task completion rates, allowing for continuous improvement.
LIFECYCLE EMAIL AUTOMATIONS
Automated emails triggered by key moments — new member welcome, trial expiry warnings, re-engagement for inactive members. Set once, runs forever.
RECURRING SERVICE REMINDERS
Schedule recurring reminders for Sunday service, midweek meetings, or any recurring event. Reaches members by email or SMS automatically.
FIRST-TIME GIVER AUTOMATION
When someone gives for the first time, a personalised thank-you workflow triggers automatically — email, SMS, or both.
PLEDGE FALL-BEHIND ALERT
When a member falls behind on a pledge, an automated reminder goes out — gentle, pastoral, and timely.
BIRTHDAY & ANNIVERSARY WORKFLOWS
Automatically reach out to members on their birthday or anniversary. Personal touches at scale.
WORKFLOW STEP BUILDER
Build multi-step workflows visually. Define triggers, set delays, choose channels — email or SMS — per step.
People
Every member, family, and visitor in one searchable database — imported from your spreadsheet in minutes.
View FeatureChurch Giving
Online giving, text-to-give, and recurring gifts with a 0.5% platform fee — plus pledges, funds, and automatic tax statements.
View FeatureChildren
Secure child check-in and check-out, with allergy, guardian, and classroom details all in one place.
View FeatureForms
Build registration and survey forms with conditional logic and multi-step pages — and AI summarizes the responses for you.
View FeatureChurch Accounting
Track expenses, budgets, and fund balances, and produce financial reports your board can trust.
View FeatureFellowship
Collect prayer requests and testimonies so your congregation can share and be prayed for all week.
View FeatureFollow Up
Assign follow-ups for visitors and new believers and see every contact — so no one slips through the cracks.
View FeatureEvents
Plan services and events with registration, reminders, and check-in on one shared calendar.
View FeatureAutomations
Send birthday wishes, welcome new members, and add newcomers to groups automatically.
View FeatureReady to put follow-up on autopilot?
Welcome newcomers and never miss a birthday — try automations free for 30 days.