Archiving and reporting outreach efforts

Purpose

 1.1 Automate archiving and reporting of all community outreach communications, events, and responses to ensure regulatory, historical, and strategic analysis requirements for Armenian Apostolic Church activities.
 1.2 Automates consolidation of email, SMS, social media, event registrations, and call logs into central digital repositories.
 1.3 Provides automated analytics and customizable recurring reports for clergy, board, and community leadership.
 1.4 Ensures compliance with religious, governmental, and donor data retention requirements.
 1.5 Supports automated workflows for periodic review, backup, retrieval, and permission-based access of outreach records.

Trigger Conditions

 2.1 On sending or receiving outreach messages (email, SMS, call, social).
 2.2 After completion of community events or campaigns.
 2.3 On set intervals (e.g., weekly, monthly automated archiving jobs).
 2.4 Upon manual trigger by outreach coordinators (button press or web submission).
 2.5 When new data is available in CRM, email, event, or donation platforms.

Platform Variants

 3.1 Microsoft Outlook
  • Feature/Setting: Email rule + Graph API. Configure to automate forwarding of outreach emails to SharePoint archive, extracting event keywords.
 3.2 Google Workspace
  • Feature/Setting: Gmail API. Automates filtering/labeling outreach emails and saving exports to Google Drive.
 3.3 Twilio
  • Feature/Setting: Messaging API. Automates webhooks triggered by SMS sent or received, logs into Google Sheets or Airtable.
 3.4 SendGrid
  • Feature/Setting: Inbound Parse Webhook. Automates routing campaign feedback emails to cloud storage and reporting tools.
 3.5 Slack
  • Feature/Setting: Event API. Automates export of community channel discussions to Excel/OneDrive via bot workflow.
 3.6 Zoom
  • Feature/Setting: Webinar API. Automates capture of attendance and chat for outreach webinars, archives in Dropbox.
 3.7 Eventbrite
  • Feature/Setting: Webhooks. Automates archiving registrant and attendance info into CRM and reporting dashboards.
 3.8 Airtable
  • Feature/Setting: Automation scripts. Log incoming outreach records into categorized base fields for reporting.
 3.9 Salesforce
  • Feature/Setting: Process Builder/Reports API. Automates collecting outbound communication activity and compiles weekly exports.
 3.10 Mailchimp
  • Feature/Setting: Campaign Report API. Automates download and archive of campaign engagement metrics post-campaign.
 3.11 Trello
  • Feature/Setting: Butler Automation. Automatically moves cards with community label to archival list and logs actions.
 3.12 Notion
  • Feature/Setting: Database API. Automates appending new outreach entries and generating monthly summary reports.
 3.13 Dropbox
  • Feature/Setting: File Requests. Automates collection and central archiving of volunteer outreach materials.
 3.14 Zendesk
  • Feature/Setting: API Webhook. Automates export and backup of support tickets related to outreach programs.
 3.15 HubSpot
  • Feature/Setting: Workflow Automation. Automates archiving of outreach task completions and follow-up reminders.
 3.16 Asana
  • Feature/Setting: Rules & Reports. Triggers automated archiving and reporting based on outreach project milestones.
 3.17 SurveyMonkey
  • Feature/Setting: Webhooks. Automates survey response collection, archiving, and summary analytics.
 3.18 Google Forms
  • Feature/Setting: App Script Automation. Automates export and backup of responses after outreach efforts close.
 3.19 Power Automate
  • Feature/Setting: Scheduled Flows. Automates mapping outreach data from connectors to SharePoint or Teams for archiving.
 3.20 ClickUp
  • Feature/Setting: Automations. Categorizes and archives outreach-related tasks, sending analytic summary.
 3.21 Facebook Pages
  • Feature/Setting: Graph API Webhooks. Automates archiving comments/messages relating to public outreach posts.
 3.22 Zoho CRM
  • Feature/Setting: Workflow Rules/APIs. Automates capture, archiving, and reporting of outreach activities in contact timelines.
 3.23 Box
  • Feature/Setting: Automated Folder Actions. Archives and tags new outreach files for compliance reporting.

Benefits

 4.1 Automatedly reduces manual effort in tracking and archiving outreach engagements.
 4.2 Automates compliance by ensuring timely record retention and reporting.
 4.3 Enables automating insights, trend analysis, and granular reporting for leadership decision-making.
 4.4 Centralizes automatable records, supports rapid retrieval, and boosts knowledge continuity in church outreach.
 4.5 Provides automation-powered audit trails for accountability and transparency in community engagement.