add approved church context to Collie

Add approved church context to Collie

Collie gets more useful when it can reference trusted church context, but the source set should be deliberate. Start with public, policy, and template material before adding operational records.

Quick answer

To add approved church context to Collie, gather source-approved public information, ministry templates, style guidance, and workflow notes, keep sensitive pastoral content out, then test one draft before expanding access.

Steps

1. Start with public facts: Use worship times, ministry names, staff roles, location details, public next steps, and other information already approved for visitors or members.
2. Add reusable templates: Include announcement formats, email style guidance, visitor follow-up templates, board packet outlines, and communications calendars.
3. Separate sensitive records: Keep counseling, confessional, crisis, abuse, and specific children data out of Collie context sources.
4. Name the source owner: Assign a staff owner for each context source so corrections and removals have a clear path.
5. Test one workflow: Ask Collie to draft one low-risk church announcement or visitor follow-up, then inspect whether the context improves the result.

Details

Good first sources

The best first context sources are stable, approved, and easy for staff to recognize.

Church public website copy.
Approved ministry descriptions.
Communication style guide.
Visitor follow-up templates.
Board packet and meeting brief formats.

Sources to exclude

Context setup is also a trust exercise. Excluding the wrong material matters as much as adding the right material.

Counseling or confessional notes.
Crisis, abuse, or self-harm details.
Specific children data or derived summaries about minors.
Unreviewed financial decisions.
Private staff issues that should stay outside AI workflows.