Quick answer
Connect Planning Center to Collie from the integrations area when your church account has the right permissions, then use Collie for approved lookup, drafts, and queued actions rather than automatic changes.
Steps
- 1. Confirm account permissions: Use a church account authorized to connect Planning Center integrations and approved by church leadership.
- 2. Open Collie integrations: Go to the integrations area in the church workspace and choose Planning Center when the integration is available for your account.
- 3. Authorize the connection: Complete the Planning Center authorization flow and review what context Collie can reference.
- 4. Test a read-only workflow: Ask Collie to prepare a visitor follow-up draft or staff brief from approved context, then review the result.
- 5. Approve actions manually: Any external action or integration-side update must stay in Pending until a human approves it.
Details
What Planning Center context is for
Collie should use church context to reduce duplicate lookup and improve draft relevance, not to replace the church system of record.
- Prepare follow-up drafts.
- Summarize safe operational context.
- Help staff understand next actions.
- Keep record changes reviewable.
What to avoid
Do not use Planning Center context as a shortcut around ministry privacy or approval policy.
- Do not process counseling or confessional notes.
- Do not derive summaries about specific children.
- Do not allow automatic sends or updates.
Related questions
Is Collie a Planning Center replacement?
No. Planning Center remains the system of record. Collie helps pastors and church staff prepare drafts, briefs, and follow-up from approved context.
Can Collie update Planning Center automatically?
Collie is built around human approval. External actions and integration-side changes should queue in Pending before they are approved.