Quick answer
Invite church staff to Collie by adding the people who review communications, visitor follow-up, ministry planning, and operations, then make clear that Collie drafts and queues while humans approve.
Steps
- 1. List the workflows Collie will help with: Write down the first workflows your church wants to use: visitor follow-up, announcements, board prep, volunteer coordination, or sermon repurposing.
- 2. Invite the reviewers: Add staff who already own those workflows so review responsibility stays familiar.
- 3. Explain Pending approvals: Tell each staff member that Collie never sends email, calendar, social, or integration actions without human approval.
- 4. Review after the first week: Check whether the right staff are seeing the right drafts, then adjust access as needed.
Details
Good first invites
Start with people who can give quick, informed review of the highest-volume ministry work.
- Executive pastor or operations lead.
- Church administrator.
- Communications director.
- Guest services or connections lead.
- Ministry director who owns volunteer coordination.
How to reduce confusion
Collie should not introduce a new approval culture. It should make the current one visible and easier to execute.
- Keep the first workflows narrow.
- Name the human approver before drafting external work.
- Use Pending as the shared review queue.
Related questions
Should every volunteer be invited to Collie?
No. Start with staff and ministry leads who need to draft or approve repeatable work. Volunteer access should be limited to clear operational needs.
Can staff send actions automatically from Collie?
No. In v1, every external action waits for human approval in Pending before anything leaves Collie.