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First-Time Guest Follow-Up · Community, Faith & Civic

Welcome every first-time guest personally, the same week

When a guest fills in your connect card, AI writes a warm welcome in your voice with the next steps they ticked. Prayer requests go only to your private pastoral-care channel.

Available now $79 one-time · never renewsIncluded in Enterprise
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Free account to start. Buying and running live need a paid plan.

  • Starts from an event in a connected app
  • 1 AI step
  • About 15 min to set up

Sound familiar?

The job, before and after this agent.

What it feels like today

  • “Connect cards sit in a basket until someone has time on Thursday.”
  • “Our welcome email is the same generic letter for everyone.”
  • “A prayer request on a card got missed, and that hurt.”

What you get with the agent

  • Starts from each connect card your form adds to its sheet.
  • Writes a warm welcome from your pastor or welcome team, naming the next steps the guest ticked, with your links.
  • Prayer and call requests go only to your private pastoral-care Slack channel; the email just says the team has them.
  • The welcome is emailed with replies going to your welcome team.
  • Six days later, the guest gets an invitation to your next newcomers' event.

Before

Sunday's cards get typed in midweek, the welcome letter goes out the following Monday, and nobody's sure who picked up the prayer request.

After

Sunday afternoon each guest has a personal welcome mentioning the groups they ticked, your pastoral team has the prayer request privately, and the newcomers' lunch invite goes out Saturday.

How it works

The whole workflow, step by step.

When a first-time guest fills in your welcome or connect card (a form that writes to Google Sheets), AI writes a warm note from your pastor or welcome team in your own voice, naming the next steps they ticked — groups, serving, kids' ministry — with your links. Prayer requests and call requests go only to your private pastoral-care Slack channel; the welcome just says the team has the request. Six days later the guest gets an invitation to your next newcomers' event. It uses only “has kids: yes/no”, never children's names, and doesn't connect to Planning Center or Breeze.

  1. TriggerNew connect card in your sheet
  2. AI stepWrite the welcome
  3. LogicPrayer or call request?
    • Pastoral care:Tell the pastoral team
    • No request:No care request
  4. App callTell the pastoral team
  5. OutputPastoral team told
  6. OutputNo care request
  7. LogicEmail address?
    • No email:No email address
    • Has email:Email the welcome
  8. OutputNo email address
  9. OutputEmail the welcome
  10. LogicWait 6 days
  11. OutputInvite them to the newcomers' event
  12. OutputWelcomed and invited

This is the workflow that opens in your workspace when you set the agent up. Every step can be edited.

  1. Step 1New connect card in your sheetStarts a run for each row your welcome or connect-card form adds to its response sheet (checked on your plan's schedule interval).
  2. Step 2Write the welcomeAI writes a warm, personal note from your pastor or welcome team naming the next steps they ticked, prepares the newcomers' invitation, and spots prayer and call requests for the pastoral team.
  3. Step 3Prayer or call request?Prayer requests and call requests go only to your private pastoral-care channel.
  4. Step 4Tell the pastoral teamPosts the request (with the prayer request exactly as written) to your private pastoral-care Slack channel, so someone prays and follows up personally.
  5. Step 5Pastoral team toldThe request went only to the private channel.
  6. Step 6No care requestNo prayer or call request on this card.
  7. Step 7Email address?Guests without an email address get no emails (follow up in person).
  8. Step 8No email addressNo email was sent; the run history keeps the card.
  9. Step 9Email the welcomeSends the personal welcome note from your workspace's sender, with replies going to your welcome team.
  10. Step 10Wait 6 daysPauses 6 days before the newcomers' invitation.
  11. Step 11Invite them to the newcomers' eventSends the invitation to your next newcomers' event (or to hear about the next one).
  12. Step 12Welcomed and invitedThe run history keeps the welcome and the invitation.

Example run

What goes in, and what comes out.

Example with fictional data

Comes in

Connect card (fictional): The Okafor family, interested in small groups and kids' ministry, has kids: yes, prayer request included.

The agent produces

Welcome email naming small groups and kids' ministry with your links. Prayer request posted only to the pastoral-care channel. Newcomers' lunch invite queued for 6 days later.

What you need

Everything it takes to run it.

About 15 minutes from purchase to live. A checklist above the canvas takes you through each step.

Plan

Included in Enterprise; on other paid plans it's $79 once. Agents run live on paid plans, from Basic ($39/mo).

Your AI key

Connect any of 14 AI providers on your own key. Your provider bills usage directly, at cost; we add no markup.

Apps

Checklist

  • A paid plan (agents run live on paid plans).
  • An AI provider key (Settings → AI Providers).
  • Google Sheets and Slack, connected in Settings → Integrations, and a private pastoral-care channel.
  • A connect-card form that writes to a Google Sheet, and your next steps and newcomers' event dates.

Setup, about 15 minutes

  1. Connect your AI provider. The AI steps run on your own key (OpenAI, Anthropic, Google and more). Add one in Settings → AI Providers.
  2. Connect Google Sheets. Connect the Google account that can open your connect-card response sheet (Settings → Integrations → Google Sheets).
  3. Connect Slack. Connect the Slack workspace your pastoral team uses (Settings → Integrations → Slack).
  4. Pick your connect-card sheet. Open the trigger, pick your Google account, paste the spreadsheet link and the tab new cards are added to.
  5. Describe your community and events. Open “Write the welcome” and replace the placeholder with your voice, next steps with links and your newcomers' events.
  6. Pick the pastoral-care channel. Open “Tell the pastoral team” and pick your account and the private channel.
  7. Add your welcome-team inbox. Open “Email the welcome” and “Invite them to the newcomers' event” and enter the Reply-to address in both.
  8. Test it with Dry Run. Press Dry Run: the agent runs on sample data with no messages sent and nothing written to your apps.
  9. Switch the trigger on. Open the trigger and click “Activate app trigger”. New cards are picked up on your plan's schedule interval; cards already in the sheet aren't processed.

Is it a fit?

Who it's for, and what it won't do.

Built for

  • Churches with a welcome or connect card
  • Pastors and welcome team leaders
  • Faith communities and congregations of any size

What it doesn't do

  • It uses only “has kids: yes/no” and never children's names or details, even when a card contains them.
  • Prayer requests are never repeated in emails or posted anywhere except the private channel (they stay in your form's sheet and the run history).
  • It doesn't connect to Planning Center or Breeze, and cards already in the sheet before activation aren't processed.
  • The invitation follows 6 days later (a wait can be at most 30 days); waits need the live scheduler, so Dry Run skips them.

We list the limits up front so you can decide before you buy.

Price

$79 one-time

Per workspace. It never renews.

Available now
  • Included at no extra cost on Enterprise.
  • Buying and running it live need a paid plan, from Basic ($39/mo).
  • Dry Run costs nothing: simulated AI and app calls, nothing sent.
  • AI usage is billed by your own provider, at cost. No AI credits to buy from us.
Get this agent See how it works

One-time agent purchases aren't covered by the 30-day money-back guarantee. Refund policy

FAQ

Questions about First-Time Guest Follow-Up.

Who sees prayer requests?

Only your private pastoral-care Slack channel. They're never repeated in emails. They also stay in your form's sheet and the run history, so limit who can open those.

What about children's information?

It only uses “has kids: yes/no” and never children's names or details, even when a card contains them.

Does it work with Planning Center or Breeze?

Not directly. Use a form that writes to a Google Sheet, or export new guests to one. Setup takes about 15 minutes.

Is it worth it for a small church?

It's a one-time purchase that never renews, set against writing each welcome by hand. You need a paid plan and your own AI key; Dry Run is free.

What should the connect card ask?

Name, email, phone (optional), how they heard about you, the next steps they're interested in (groups, serving, kids' ministry, “I'd like a call”), “Do you have kids? yes/no” and an optional prayer request. Google Forms writes each card to a response sheet. Don't ask for children's names: the agent never uses them.

Is this a subscription?

No. First-Time Guest Follow-Up is a one-time purchase of $79 per workspace and never renews. The Enterprise plan includes it at no extra cost. Running it live needs a paid plan (from Basic ($39/mo)), and your AI provider bills you directly for usage.

Can I test it before it touches real data?

Yes. Once it's set up in your workspace, Dry Run plays every step on sample data with simulated AI and app calls: nothing is sent and nothing in your apps changes. Switch the trigger on only when you're happy.

Put First-Time Guest Follow-Up to work.

Free account, no credit card. Your Agents page opens with First-Time Guest Follow-Up ready to buy and set up, then Dry Run it before it goes live.

Get this agent See how it works