Module / Workflows
Follow-up that runs itself.
Multi-step workflows that trigger on a new visitor, a tag, or an event — auto-emails, SMS, and assigned tasks so nobody slips through.
Without it
What breaks today.
01
Manual follow-up
Forgotten
Visitor follow-up depends on someone remembering.
02
No task ownership
Dropped
Care steps with no assignee fall through.
How it works
Live in three steps.
01
Pick a trigger
Event
New visitor, tag added, event attended.
02
Build the steps
Sequence
Email, SMS, or assigned task with due dates.
A live look
Real data, not a mockup.
Every screen reads and writes the same records the rest of your church runs on.
Enrolled23
Tasks open5
trigger → visitor_created
step 2 → email sent
ALL MODULES CONNECTED LIVE
Everything inside
01
Triggers
Visitor, tag, event, member.
02
Auto email + SMS
Timed sends.
03
Task inbox
Assigned, with context.
04
Pipelines
See everyone's stage.
“Every first-time guest now gets a real follow-up — automatically.”
Pastor Daniel Reyes · Grace Point Church
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