Communication
Church phone & text line
The problem: Calls and texts come in at all hours, mostly the same few questions, and first-time guests slip through the cracks.
What it does: It answers calls and texts from our FAQ (service times, kids through 5th grade, parking, what we believe, upcoming events). It texts links like the volunteer page and passes small-group interest to a staff member. It logs first-time guests who text "hello," and writes a summary of every call with a likely-caller match from Planning Center.
Setup & guardrails
Setup
- Write a one-page FAQ in your own voice.
- Get a church phone and text number from Bland (about $30 a month), then connect it and Planning Center (read-only).
- Choose which links it can text and who gets small-group handoffs.
- Test with staff for a week before going public.
Guardrails
- It answers only from the approved FAQ. Anything else goes to a staff member.
- The caller lookup is a "likely" match for staff and is never said back to the caller.
- Pastoral or urgent calls go straight to a person.
Communication
Auto-thanks for a questions inbox
The problem: After a big church announcement, we opened an inbox for questions. People deserved to know they'd been heard, but we couldn't answer everyone right away.
What it does: It sends one warm thank-you per person, never a second one, and lets them know the answer will come by direct email or in a church-wide update.
Setup & guardrails
Setup
- Create a dedicated inbox.
- Write and approve one thank-you message.
- Have it keep a list of who's already been thanked.
- Have it group questions by theme for staff.
Guardrails
- It sends only the pre-approved thank-you and never answers the actual question.
- Each person gets one acknowledgement, total.
- The real answers come from people.
Sunday
Sunday YouTube, done by Monday
The problem: The service video went up late or never got chapters, descriptions, or playlists.
What it does: It lines up chapters with the worship songs in that week's Planning Center plan, drafts a sermon write-up and description, and suggests playlists.
Setup & guardrails
Setup
- Connect Planning Center Services and the church YouTube channel.
- Give it a sample write-up in your voice.
- Pick a standard playlist structure (series, topics).
Guardrails
- Everything is a draft until I approve it.
- I check the chapter times against the video before anything posts.
Inbox & admin
Daily inbox cleanup + reply pick-list
The problem: Important emails get buried under newsletters, receipts, and notifications.
What it does: It clears out the noise each day and gives me a short list of emails that need a reply. It drafts replies only for the ones I pick.
Setup & guardrails
Setup
- Connect your email accounts.
- Tell it what counts as noise and who's always important.
- Pick a time for the daily list.
Guardrails
- It archives instead of deleting.
- It drafts only what I choose and never sends.
Inbox & admin
Weekday staff roll-up
The problem: Things that need the lead pastor are spread across texts, emails, and threads.
What it does: Each weekday morning it writes one summary of what actually needs me: decisions, approvals, and people to follow up with.
Setup & guardrails
Setup
- Connect the channels staff use.
- Define "needs the pastor" with your team.
- Set a delivery time.
Guardrails
- It only reads and summarizes. It doesn't reply for me.
- Staff know what's included.
Events
Event planning: chili, Bunco, potluck
The problem: Fellowship events are simple until you're tracking who's bringing what.
What it does: It builds the timeline, task list, and sign-up form, then drafts reminders for the chili cook-off, Bunco night, or potluck.
Setup & guardrails
Setup
- Give it the date, budget, and owner.
- Have it draft the sign-up form (Planning Center or Google Forms).
- Schedule draft reminders.
Guardrails
- The event owner approves the form and every announcement.
Finance
Expenses & receipts
The problem: Receipts end up in pockets, inboxes, and camera rolls, and church and personal charges get mixed together.
What it does: It sorts charges into church or personal, forwards receipts to Ramp, and flags any that are missing.
Setup & guardrails
Setup
- Connect email and your expense tool.
- Write simple rules for church vs. personal.
- Do a weekly "missing receipts" check.
Guardrails
- It never approves or pays anything.
- When it isn't sure, it asks.
Finance
Subscription cleanup
The problem: Software subscriptions pile up quietly.
What it does: It finds recurring charges and lists what's unused or duplicated, so a person can decide what to cancel.
Setup & guardrails
Setup
- Have it scan card statements and receipts.
- Have it build a list with the owner and renewal date for each charge.
Guardrails
- It recommends. A person cancels.
Family & kids
Kids curriculum prep
The problem: Volunteers need the lesson, leader notes, and supply list before Sunday, not during it.
What it does: It pulls the week's lesson and turns it into leader notes and a supply list.
Setup & guardrails
Setup
- Point it to your curriculum files.
- Pick a template for leader notes.
Guardrails
- The kids director reviews it before it's shared.
- No child information is involved.
Personal
Smart home control
The problem: Not a church problem, just a fair look at the assistant outside the office.
What it does: It handles lights, routines, and reminders around the house. This is a low-stakes way to learn how the assistant works.
Setup & guardrails
Setup
- Connect your home hub.
- Start with one or two routines.
Guardrails
- Keep it separate from church accounts.
Setup
Several bots, one job each
The problem: One do-everything assistant is hard to trust and hard to fix.
What it does: We use separate assistants for the phone line, the inbox, and YouTube. Each has one job, its own rules, and only the access it needs.
Setup & guardrails
Setup
- List your jobs.
- Give each bot only the accounts it needs.
- Write one short rulebook per bot.
Guardrails
- Each bot gets the least access it needs.
- Each one is easy to switch off by itself.
Kids
Kids ministry videos, ready for Sunday
The problem: Every week someone had to log in to the curriculum provider, download a pile of videos, guides, and printables, rename everything, and rebuild the kids-room playlists by hand.
What it does: It signs in to our curriculum provider and downloads that week's preschool and elementary materials: videos, leader guides, and printables. It sorts them into a folder for each week and age group, combines the printables into one print packet, and writes a one-page leader quick guide. It cleans up the file names, uploads the videos to Lightloop (our kids-room video player), and builds that week's playlists in teaching order. At the start of each month it adds the theme song, theme verse, countdown, and theme slides.
Setup & guardrails
Setup
- Give the assistant its own login for the curriculum provider and for Lightloop.
- Pick a shared folder (we use Google Drive) and a standard layout: week, then age group, then videos and printables.
- Write down your playlist order once, for example welcome video, Bible story, then main idea.
- Run it with a staff member watching for the first few weeks.
Guardrails
- A person reviews the playlists and materials before any kids see them.
- It only uses the curriculum you already pay for and never adds outside videos.
- If a file is missing or two files could match, it stops and asks instead of guessing.
- It has no access to check-in or any information about kids or families.