Automated reporting of inactive members

Purpose

1. Automate the detection and reporting of inactive church members to support community outreach, participation tracking, and transparency.

2. Automates the compiling of member attendance records, donation patterns, and event engagement to identify inactivity.

3. Provides automated alerts or regular reports to church leadership for timely follow-up and pastoral care.

4. Reduces manual effort in monitoring member engagement and automates cross-departmental notifications.

5. Supports compliance with the Armenian Apostolic Church’s membership participation standards through automated documentation and recordkeeping.

Trigger Conditions

1. Scheduled time-based automation (e.g., monthly report generation).

2. Automated triggers from the absence of attendance/donation records past x weeks.

3. Automator detects data inactivity (e.g., no check-ins, logins, giving) in CRM.

4. Manual trigger by admin via dashboard for on-demand reporting.

5. Automated API triggers from connected event platforms registering missed events.

Platform Variants

1. Salesforce

• Feature: Reports & Dashboard Automation;
  
• API: REST API (Query contacts, calendar, activity records for inactivity).
  

2. Microsoft Power Automate

• Feature: Scheduled Flows;
  
• Setting: Use "Recurrence" trigger, "Get items" from SharePoint or Dataverse, "Send email" for reporting.
  

3. Google Sheets

• Feature: Script Editor;
  
• API: Use Google Apps Script to automate inactivity reports by scanning attendance data.
  

4. Mailchimp

• API: List Member Activity endpoint to automate non-engaged email analysis and automated report emails.
  

5. Twilio

• Feature: Programmable SMS;
  
• API: Automate SMS alerts about inactivity using Twilio Messaging API.
  

6. HubSpot

• Feature: Workflows Automation;
  
• API: Use Workflow API to automate reporting on non-interactive contacts.
  

7. Zoho CRM

• Feature: Scheduled Reports with Workflows;
  
• API: use getRecords(), schedule automated emails for inactive contacts.
  

8. Airtable

• Feature: Automations;
  
• API: Scheduled triggers, query member records, automate notification emails.
  

9. Slack

• Feature: Incoming Webhooks;
  
• API: Automated inactivity alerts pushed to dedicated church admin channels.
  

10. Pabbly Connect

• Feature: Scheduled Automation;
  
• API: Schedule fetch and report generation from Google Sheets/CRM data via HTTP module.
  

11. SendGrid

• Feature: Email Delivery API;
  
• API: Automate sending email reports of inactivity to clergy/admin lists.
  

12. Asana

• Feature: Rules & Automated Workflows;
  
• API: Automate assignment of follow-up tasks for inactive members.
  

13. Notion

• Feature: Integration API;
  
• API: Automated data fetch and create reporting dashboards on inactivity metrics.
  

14. ClickUp

• Feature: Automations;
  
• API: Configure triggers for no new member activity—auto-generate reports.
  

15. Smartsheet

• Feature: Automation Rules;
  
• Setting: Scheduled workflows to generate "Inactive Member" sheets and distribute.
  

16. Intercom

• Feature: Automated Messages;
  
• API: Segment inactive users and trigger follow-up automated communications.
  

17. Freshdesk

• API: Automated ticket creation for follow-ups on member inactivity by using the Contact API.
  

18. monday.com

• Feature: Automation Recipes;
  
• API: Set scheduled queries for member engagement board, automate reporting.
  

19. ActiveCampaign

• Feature: Automation Builder;
  
• API: Detect email inactivity, and automate on-demand or scheduled inactivity reports.
  

20. Google Calendar

• Feature: Calendar API;
  
• Setting: Automate comparison of event RSVP with attendance to detect inactivity.
  

21. Trello

• Feature: Power-Ups Automation;
  
• API: Use Butler automation for card movements of inactive members and reporting cards.
  

22. Discord

• Feature: Bots;
  
• API: Automated bot announces inactivity within private church channels.
  

23. Jotform

• Feature: Scheduling and Reminder API;
  
• Setting: Automate surveys sent to inactive members and track responses.
  

24. QuickBooks

• Feature: Automated Reports;
  
• API: Automate detection of dormant donor accounts for finance/admin teams.
  

Benefits

1. Automates time-consuming manual reviews for more efficient member management.

2. Automated detection ensures prompt attention to avoid member disengagement.

3. Automating custom reporting formats fits church governance needs.

4. Centralizes automatable alerts, reducing oversight and human error.

5. Automates compliance with church participation requirements and supports data-driven outreach.