Socio Connect

The Assistant

Monday used to be spreadsheets

Think of the person who keeps your community running. The church administrator, the membership director, the volunteer coordinator. Their week starts with four tools open, a pile of exports, and a guess about who has quietly slipped away.

It doesn’t have to. A built-in AI assistant tells your team who needs them this week, and why, and drafts the next step. Your team decides.

Book a 30-minute call

30 minutes with our team. No pitch, no pressure.

A man reading a printed page at his kitchen table in the morning, a mug and a bowl of fruit beside him

A week with the assistant

Your assistant reads everyone’s whole story so your team doesn’t have to, and brings them the people, the reasons and the words. Nothing reaches a member until someone on your team says yes.

  1. Monday, 8am

    The briefing

    One screen: who arrived, who’s drifting, which group went quiet, which gifts stopped. Each item gives its reason and a next step.

    Before: Open four tools, export, compare, guess.

  2. Monday, 8:10

    Drafts, ready to send

    A welcome for each first-time guest, a check-in for each drifting regular, a thank-you for each first gift, in your own voice. Edit, approve, send.

    Before: A blank email, twelve times.

  3. Tuesday

    Ask anything

    “Which volunteers serve every week and haven’t had a break since spring?” Type it and get the list, with the records behind it.

    Before: Ask someone to build a report, and wait.

  4. Wednesday

    One post, every channel

    Write the announcement once. The assistant fits it to push, email and text, and suggests who should get it.

    Before: The same post in four places.

  5. Thursday

    Set it up in a sentence

    “Saturday serve day at the garden, 9am, 20 spots, remind people Friday night.” The event, sign-up and reminders are drafted for you to check and publish.

    Before: Twenty fields across two tools.

  6. Friday

    The board report, drafted

    The month in plain English, from your own data, with every figure linked to where it came from.

    Before: A weekend in spreadsheets.

  7. Sunday

    After the gathering

    Check-ins land on the record. By evening: who came for the first time, who came back a second time, and which group each might fit.

    Before: A clipboard and a memory.

Who needs you this week, and why

Pick the kind of community you run. The briefing is an example of what your team would open on Monday morning; beside it are two jobs the assistant does in that setting.

Every first-time guest, followed up

Sunday’s new faces arrive Monday morning with a welcome drafted for each, and a group suggested with the reason.

From Sunday’s sermon to Wednesday’s study

The talk becomes a study guide, discussion questions and a summary for group leaders to review and send. A scoped add-on.

Your assistant runs in your cloud, on your own data, under your own account. It sees only what the person asking may see, never trains anyone’s model on your members, and drafts rather than sends.

How the assistant handles your data

Everything it can help with

Grouped the way your team thinks about the work. Each item says which build includes it; “Add-on” means a scoped add-on priced in your estimate. See the tiers.

Know

  • The Monday briefing, for each staff member and each leader

    Community

  • A reason behind every flag, never a bare score

    Community

  • Plain-English questions about your community, answered with the records behind the answer

    Community

  • Alerts when a group, campus or chapter changes pace

    Community

Welcome

  • First-time guest follow-up, drafted for each person

    Community

  • Group suggestions with the reason (“new to the city, has two kids”)

    Community

  • Onboarding that adapts to what someone told you

    Community

  • Automated group formation for large cohorts

    Add-on

Communicate

  • Write once, fitted to push, email and text

    Community

  • Drafts in your organization’s voice, learned from your past posts

    Community

  • Who should get this, and who has already heard it three times

    Community

  • Translation for multilingual communities

    Add-on

Care

  • Follow-up reminders on care notes, visible only to the people who should see them

    Community

  • Prayer and help requests routed to the right person

    Community

  • Anything that reads as a safeguarding concern goes straight to a named person

    Community

Serve and gather

  • Rota suggestions that spread the load and flag burnout

    Community

  • Events, sign-ups and reminders set up from a sentence

    Community

  • An after-event summary: first-timers, returners, no-shows

    Community

Give and renew

  • A thank-you drafted for every first and returning gift

    Community

  • Stopped gifts sorted into “card expired” and “worth a call”

    Community

  • Renewal flags for associations and paid memberships

    Community

  • CE progress reminders before a deadline

    Community

Report

  • Board report drafted from your real numbers, every figure sourced

    Community

  • Summaries for each chapter, campus or group leader

    Community

  • Grant report narrative for nonprofits

    Add-on

Content and learning

  • Image descriptions and captions for accessibility

    Community

  • A sermon or talk turned into a study guide, discussion questions and a summary

    Add-on

  • Course quiz and certificate drafts

    Add-on

Set up and move in

  • Import help: maps spreadsheet columns, finds likely duplicates, asks before merging

    Every build

  • “How do I…?” help inside the admin

    Community

  • A review queue for posts, and spam caught before anyone sees it

    Community

For members

  • Search that answers: “When’s the youth retreat and what do I bring?”

    Add-on

  • A help assistant that hands off to a named person

    Add-on

  • All of it inside your own iOS and Android app

    Full Platform

Six commitments it keeps

The same terms as the rest of your platform: you own it, and it answers to your team. What you own, in plain terms.

Runs in your cloud
On your own data, under your own AI provider account. We set it up; you own the account.
Never trains on your members
Your provider account runs under business terms that exclude training on your data.
Sees only what you may see
It follows your roles and permissions. Care notes stay with the people allowed to read them.
Drafts, and your team sends
Every message to a member waits for a person to approve it. You can switch on automatic sending for low-risk jobs you choose, like event reminders. Anything pastoral is never automatic.
Shows its reasons
Every flag says why, and links to the records behind it. No unexplained scores.
Logged and switchable
Every suggestion and every send is logged. Any feature can be turned off, and usage cost is visible every month.

What it costs to run

AI usage is paid to your own provider at cost, like hosting, with no markup and no platform fee. We estimate it in your scope.

What it won’t do

  • It won’t send to a member without a person saying yes, unless you switch it on for a low-risk job.

    Every message to a member waits for a person to approve it. You can switch on automatic sending for low-risk jobs you choose, like event reminders. Anything pastoral is never automatic.

  • It won’t handle anything pastoral automatically.

    Care notes and pastoral follow-up always wait for a person. Automatic sending can never be switched on for them.

  • It won’t train anyone’s model on your members.

    Your provider account runs under business terms that exclude training on your data.

  • It won’t hand you a score without a reason.

    Every flag says why, and links to the records behind it. No unexplained scores.

  • It won’t replace your staff.

    It does the legwork: the reading, the sorting, the first draft. Your people keep the judgment and the relationships. It gives them their week back.

Questions about the assistant

Give your team their week back

Tell us where your team’s time goes, and we’ll show you what the assistant would take off their plate, in a platform you own. You get a range on the call, and a straight answer if a build isn’t right for you yet.

30 minutes with our team. No pitch, no pressure.