- Reviewed the first-time guest flow setup in Flowsy, including form organization and visitor tracking.
- Streamlined follow-up: notifications sent to Angela and Sarah, automated welcome texts, and engagement from Angela and Pastor Travis.
- Clarified welcome video process and follow-up to connect guests online.
- Highlighted visitor tracking through pipelines, including “Starting Point” class sign-ups.
- Customized workflows: childcare-specific flows and separate youth messaging.
- Outlined Starting Point reminders and targeted follow-ups.
- Discussed outreach strategies for guests who haven't signed up and staff training on Flowsy.
- Planned future call for event flow adjustments (child dedication, salvation, membership applications).

- Reviewed Planning Center limitations; Flowsy’s “sticky contact” can auto-fill forms after initial data entry.
- Demonstrated Zapier integration with Flowsy for automating actions like new donations and profile creation from Planning Center.
- Discussed setting up Flowsy for event registrations starting in November, integrating it with the first-time visitor flow.
- Streamlined approach to volunteer sign-ups, engagement, and prayer requests using Flowsy’s automation tools.
- Planned phased training for leaders to manage Flowsy processes across ministries and streamline data workflows.

- Discussed integrating Flowsy forms to capture guest information and streamline follow-up flow.
- Decided on manual attendance for Starting Point in October, using a separate QR code for app downloads; revisit strategy in January if needed.
- Reviewed Church Center app's high engagement for giving and communications, positioning it as a membership tool without direct in-service promotion.
- Considered transitioning event registrations to Flowsy starting October 26, utilizing automated follow-ups for enhanced engagement.
- Explored potential for syncing Planning Center and Flowsy through webhooks, aligning Flowsy’s focus on church growth and efficient data management.

- Discussed workflow automation for scheduling and checking in/out volunteers.
- Set up text reminders for volunteers on Saturdays and follow-up texts for those who don't check out.
- Automated monthly text reminders on the 15th for schedules due on the 20th.
- Created pipelines and tags to streamline volunteer management.
- Added flexibility to adjust and modify messages for volunteers as needed.

- Configured first-time guest follow-up workflows.
- Set up email notifications for form submissions.
- Explained Lead Connector app for guest management.
- Reviewed task assignment and workflow tracking.