Short answer
Collie turns a Sunday guest follow-up workflow into Monday morning visitor follow-up drafts. It can identify recent visitor records, skip people without usable contact information, avoid duplicate drafts, and queue personal emails in Pending for a pastor or church staff member to review.
What Collie helps with
- Prepare Monday morning visitor follow-up drafts for first-time guests and recent visitors.
- Use Planning Center visitor follow-up context when the church has connected Planning Center.
- Keep every church guest follow-up system action in Pending until a human approves it.
Boundaries
- No auto-send: every visitor follow-up email waits for explicit approval.
- Duplicate protection keeps the same person from receiving repeated drafted follow-ups.
- Collie drafts warm next-step language without inferring spiritual status or processing counseling content.
Questions pastors ask
Can Collie automate church visitor follow-up?
Collie automates preparation, not the send. It can draft visitor follow-up emails from approved church context and queue them in Pending for review.
Can Collie use Planning Center for visitor follow-up?
Yes. Collie is designed for Planning Center visitor follow-up workflows when the church has connected the right Planning Center data.
Will Collie send a visitor email without a pastor approving it?
No. Visitor follow-up emails are external actions, so they stay approval-gated in v1.