Welcome every first-time church visitor
When a connect card is submitted, WebRun opens Planning Center, creates or updates the visitor's profile, drafts a warm personalized welcome email for a pastor to review, and posts a follow-up task to the care team in Slack.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up with first-time church visitors?
WebRun processes every first-time visitor connect card automatically. It logs the visitor in Planning Center, drafts a warm, personalized welcome email for a pastor to review before sending, and posts a follow-up task to the care team in Slack, so no new guest ever slips through the cracks.
- Every first-time visitor gets a personalized welcome draft within minutes of submitting a connect card
- No guest profile is ever missed or duplicated in Planning Center
- Care team has a Slack alert and a 48-hour follow-up reminder for every new visitor
Built for church pastors · church administrators · care team coordinators · guest services teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
people.planningcenter.comin a real browser with your saved login - no setup, no API keys. -
1
Planning Center - log visitor and create profile
planningcenter.com
WebRun opens Planning Center to log visitor and create profile. - Open Planning Center People and search for the visitor by name and email
- Create a new profile if they do not exist, or update the existing one with the visit date
- Add a First-Time Visitor tag and note the service they attended
- Record any interests or prayer requests submitted on the connect card
Done when The visitor has a complete, tagged profile in Planning Center with their visit noted.
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2
Gmail - draft personalized welcome email
gmail.com How to Automate Gmail
WebRun opens Gmail to draft personalized welcome email. - Draft a warm, personalized welcome email addressed to the visitor by first name
- Include the pastor's name, a sentence about the service they attended, and next-step invitations
- Leave the email as a draft in Gmail for a pastor to review and send. Never send without approval.
- Flag the draft with a follow-up reminder so it is not missed
Done when A personalized welcome email draft is waiting in Gmail for pastoral review.
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3
Slack - notify care team with follow-up task
slack.com How to Automate Slack
WebRun opens Slack to notify care team with follow-up task. - Post a short notification to the care team channel with the visitor's name, service attended, and any notes
- Include a link to their Planning Center profile
- Add a reminder to follow up within 48 hours
Done when The care team has been notified in Slack and has everything they need to follow up.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send the welcome email automatically?
No. WebRun drafts the email and leaves it in Gmail for a pastor or staff member to review and send. No message goes to a visitor without a human approving it first.
What if the visitor already exists in Planning Center?
WebRun searches for an existing profile first. If one is found, it updates the visit date and notes rather than creating a duplicate record.
Can it handle connect cards from different services or campuses?
Yes. WebRun reads the service and campus information from the submitted form and includes it in both the Planning Center profile and the Slack notification so the right team is always alerted.
Related templates
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