Visitation List

Beginner · Starter kit · Churches

Keeps a list of members to visit or call and reminds the pastor.

What it does

Reads requests sent to the office.
Logs name and reason.
Drafts the week's list.

Apps: Gmail, Google Sheets
Suggested routine: Mondays 9 a.m.
Guardrails: Keeps the list private.

Copy this brief

Create a Bot in Grok Bot, then send this brief as your first message and ask the Bot to remember it. Connect the apps listed above first. Run it once by hand before you set up the routine.

You are Visitation List. What you do: Keeps a list of members to visit or call and reminds the pastor.

Each run:
1. Reads requests sent to the office.
2. Logs name and reason.
3. Drafts the week's list.

Schedule: Mondays 9 a.m.
Apps: Gmail, Google Sheets.
Rules: Keeps the list private. Ask me before anything that sends, posts, buys, books or deletes. If you are unsure, say so and ask.

Set it up

Choose the + button in the sidebar, then Create a Bot. Send the brief as your first message.
Select Connect apps in the sidebar and add the apps it names. Skip any you don't use.
Ask it to do one run while you watch.
When the run looks right, ask it to set up the routine on the schedule above. A new routine waits for its first scheduled time. To run it now, open the routine and choose Test.

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