ONG y organizaciones comunitarias

ONG y organizaciones comunitarias: plantillas de automatización, página 3

64 flujos de trabajo listos para usar en ONG y organizaciones comunitarias. Cada uno se encarga de un trabajo real que tu equipo hace cada semana, directamente en las herramientas que ya usas. Las apps que más aparecen aquí: Slack, Gmail y Google Sheets.

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Automated Church Giving and Attendance Report

Every Monday morning, WebRun pulls giving totals from Tithe.ly and attendance figures from Planning Center, compares them to prior weeks, and sends the leadership team a clean summary in Slack.

Planning Center›

Automated Planning Center Volunteer Reminders

Before each service, WebRun checks Planning Center for upcoming volunteer shifts, drafts reminder messages for each volunteer, and posts a serving roster to the team leader in Slack.

Planning Center›

Automated Church Recurring Gift Recovery

When a recurring gift fails in Pushpay or Tithe.ly, WebRun drafts a sensitive, pastoral notice for the giving team to review and send, and logs the failure in a recovery tracker.

Automated Church Prayer Request Routing

When a prayer request is submitted through Planning Center, WebRun reads the request, determines the appropriate care team member or pastor, and routes it to them privately via Slack with the member's contact details.

Planning Center›

Automated Church Capital Campaign Tracking

Every week during a capital campaign, WebRun pulls pledge and payment data from Pushpay, compares it to the campaign goal and timeline, and posts a progress report to leadership in Slack.

Google Sheets›

Automated Church New Member Assimilation Tracking

Each week, WebRun checks Breeze ChMS for new members and tracks their progress through your assimilation steps, posting a status digest to the care team in Slack and drafting a nudge for anyone who has stalled.

Automated Church Lapsed Donor Re-Engagement

Each week, WebRun checks Tithe.ly for donors who gave regularly but stopped, drafts a warm, pastoral re-engagement message for the giving team to review, and logs each outreach in a tracker.

Automated Church Visitor Follow-Up

When a new connect card is submitted, WebRun logs the visitor in Planning Center, drafts a warm welcome message for a pastor to review and send, and adds a follow-up task to the care team.

Planning Center›

Automated Planning Center Event Reminders

Before each event or class, WebRun finds registrants in Planning Center, drafts a personalized reminder for each attendee, and posts the RSVP summary to the event coordinator in Slack.

Planning Center›

Automated Church Children Check-In Security Digest

After each service, WebRun pulls children's check-in data from Planning Center, flags any security anomalies or missing pickups, and posts a concise digest to the children's ministry team in Slack.

Planning Center›

Automated Church Birthday and Anniversary Outreach

Each morning, WebRun checks Breeze ChMS for members with a birthday or anniversary today, drafts a warm pastoral greeting for the care team to review and send, and logs the outreach in the member's profile.

Automated Instrumentl Grant Deadline Reminders

Every morning, WebRun checks your Instrumentl grant tracker, finds application and report deadlines coming up, adds a reminder to your team calendar, and posts a Slack list of what is due and when.

Google Calendar›

Send Volunteer Shift Reminders

WebRun checks your volunteer schedule each morning, identifies shifts happening in the next 48 hours, and drafts a reminder email for each volunteer - so you stop chasing people manually and your shifts stay covered.

Google Sheets›

Win Back Lapsed Donors Automatically

WebRun identifies donors who gave last year but haven't given again, drafts a personalised re-engagement email for each one, and holds the messages for your review - so your lapsed-donor list becomes a warm outreach campaign, not a forgotten spreadsheet.

Generate Monthly Donation Reports

On the first of every month, WebRun pulls all donations from Donorbox, compiles a complete report in Google Sheets, and posts a summary to Slack - giving your leadership team a clear picture of fundraising health with no manual data export.

Google Sheets›

Thank New Donors Automatically

WebRun watches for new donations on Donorbox, drafts a warm, personalised thank-you email for each donor, and holds it for your approval - so every supporter feels seen without you manually writing every message.

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