The Assistant
Know who needs you this week.
The Assistant tells your team who needs them this week and why, and drafts a note for each person. Your team edits it and sends it.
14-day free trial, no card needed · First 25 organizations get 30% off
The real product, with Harbor Point Church as an example. These drafts show the plain starting note; with AI on, each one is written from the person’s record.
How it works
Know who needs you this week.
The Assistant works on your own records: check-ins, groups, giving and serving. It brings your team the people, the reason for each, and a personal first draft written by AI. Nothing reaches anyone until someone on your team sends it.
The list
Each week, the people who need your team, ranked by who a note would help most. One item per person, with the reason they’re there.
The drafts
A short, personal note for each person. Someone on your team reads it, changes what they like, and sends it by email or as a message in the app.
Ask, for members
Members ask a question and get an answer from your own posts, events, groups and courses, with the sources shown.
Plainly
The drafts, the Monday summary and Ask use AI. The list works on your own records: who checked in, who joined a group, who gave and who served, in Socio Connect. Every name says why it’s there, a draft never repeats anything private from a connect card, and nothing is sent until someone on your team sends it.
One week with the Assistant
From Sunday’s check-ins to Monday’s notes.
Sunday
After the gathering
Check-ins, gifts and connect cards land on each person’s record as they happen.
Before: A clipboard and a memory.
Monday, 8am
The Monday email
What stood out last week, in a few sentences, with up to three next steps. Then attendance and giving against the four weeks before, and first-time guests.
Before: Open four tools, export, compare.
Monday, 8:10
Who needs you
One list, ranked by who a note would help most: first-time guests, new members not in a group, regulars who haven’t been in, givers who’ve stopped. Each with the reason.
Before: Guess, or wait until someone notices.
Monday, 8:20
Drafts, ready to edit
A short, personal note for each person, written by AI from their record: “you and Carol”, the group that’s missed them. Edit it, then send it by email or as a message in the app.
Before: A blank email, twelve times.
Tuesday
A member asks
“When’s the youth retreat, and what do I bring?” Ask answers from your event page and shows where the answer came from.
Before: The same question in the office inbox, again.
Thursday
A rest week, offered
A volunteer who has served every week for months is on the list, with a note thanking them and offering a week off.
Before: Noticed when they burn out.
Everything it does today
What’s on the list. And who it brings you.
Each item is tagged with the plan that includes it. See every plan.
Know
A weekly list of who needs your team, ranked by who a note would help most
Community planA reason behind every name, never a bare score
Community planOne person, one item: their strongest reason this week
Community plan
Welcome
First-time guests, with what they wrote on their connect card
Community planNew members who just joined the app
Community planNew members not in a group yet, with an offer to help them find one
Community plan
Care
Regulars who haven’t been in for a few weeks
Community planMembers who’ve gone quiet in the app
Community planBirthdays
Community plan
Serve and gather
Volunteers who’ve served every week without a break, with the offer of a rest week
Community plan
Give and renew
A thank-you for every first-time giver, never mentioning the amount
Community planRegular givers who’ve stopped, with a check-in that never mentions giving
Community planPaid memberships about to end
Community plan
Draft
A short, personal note drafted for each person, for your team to edit and send
Community planSent by email or as a message in the app, from the person who sends it
Community planWritten by AI from what’s on their record: “you and Carol”, the group that’s missed them, a practical thing a guest wrote on their card
Community planNever repeats anything private from a card: health, grief, money or prayer requests
Community plan
Report
A Monday email for admins: last week’s attendance and giving against the four weeks before, first-time guests and what needs people this week
Every planAn AI summary at the top of that email: what stood out last week, and up to three next steps
Community plan
Set up and move in
Import help: suggests what each spreadsheet column is, and flags likely duplicates for you to decide
Every planA setup coach: answer a few questions about how you gather, and get a starting set of groups, gatherings and giving funds to review
Every plan
For members: Ask
Members ask a question and get an answer from your posts, events, groups and courses
Community planThe sources behind every answer
Community planSays when it doesn’t know, and offers a person on anything sensitive
Community planAnswers only from what that member is allowed to see
Community plan
In your setting
Who needs you this week, and why.
Pick the kind of organization you run. Each shows two things the Assistant or Ask does there.
Every first-time guest, followed up
Sunday’s new faces are on Monday’s list with what they wrote on their connect card, and a welcome drafted for each.
A rest week, before burnout
Volunteers who’ve served every week for months are flagged, with a note thanking them and offering a week off.
The Assistant drafts and your team decides what’s sent. Every name comes with a reason, and nothing it reads is used to train AI models.
How the assistant handles your data
Your data, your rules
The rules it keeps.
It answers to your team, on the same terms as the rest of Socio Connect. How we handle your data.
- Drafts, and your team sends
- The Assistant suggests who to reach and drafts the note. Nothing reaches a member until someone on your team sends it.
- Shows its reasons
- Every name on the list comes with why it’s there: a first visit, three missed Sundays, a gift that stopped. No unexplained scores.
- Never trains AI on your people
- What the Assistant reads is sent to our AI provider only to write the response, and is never used to train its models.
- Your data stays yours
- You keep ownership of everything you add. Export it any time, and we delete it when you leave if you ask. We don’t sell personal information.
Which plan
The Assistant is included in the Community plan and above, with no separate AI bill. See plans and pricing.
Honestly
What it won’t do.
It won’t send anything on its own.
The Assistant suggests who to reach and drafts the note. Nothing reaches a member until someone on your team sends it.
It won’t train anyone’s model on your people.
What the Assistant reads is sent to our AI provider only to write the response, and is never used to train its models.
It won’t hand you a score without a reason.
Every name on the list comes with why it’s there: a first visit, three missed Sundays, a gift that stopped. No unexplained scores.
It won’t predict who will leave.
It shows who may be drifting and why, from what they’ve actually done. What happens next is your team’s call.
It won’t replace your staff.
It does the noticing and the first draft. Your people keep the judgment and the relationships.
Know who needs you this week.
Plans from $99 a month, and we never take a cut of your giving. 14-day free trial, no card needed · First 25 organizations get 30% off.
Everything in one place.