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Automated progress tracking of outreach programs

Purpose

1.1. Enable real-time, automated tracking of all outreach program activities, milestones, follow-ups, and participant engagement for Anglican church ministries.
1.2. Reduce manual data entry by linking communication, event logs, volunteer involvement, and feedback into unified, actionable dashboards.
1.3. Provide instant alerts and periodic progress summaries to pastoral teams and leadership, ensuring effective support and transparency.
1.4. Integrate feedback collection and reporting for continuous improvement in outreach planning and execution.

Trigger Conditions

2.1. New outreach event or program is created in calendar or management system.
2.2. Updates to participant lists or volunteer sign-ups are detected.
2.3. Communications are sent (email, SMS, social, etc.) or responses received.
2.4. Completion or change in milestone task marked by staff or volunteers.
2.5. Feedback form or attendance record submitted.

Platform Variants

3.1. Google Calendar
• Function: Watch event creation/updates via Calendar API.
• Sample: Set webhook for "event.insert" and "event.update".
3.2. Microsoft Outlook 365
• Function: Subscription to calendar changes via Graph API.
• Sample: Configure "calendarView" webhook for event updates.
3.3. Airtable
• Function: Monitor outreach project base; trigger on record changes.
• Sample: Use "Watch Records" automation on "Outreach Tracker" table.
3.4. Notion
• Function: Database integration; trigger on new or updated outreach notes.
• Sample: Use "database_id" and listen for "page_updated" events.
3.5. Salesforce Nonprofit Success Pack
• Function: Listen for program or campaign record changes via REST API.
• Sample: Configure webhook for new campaign member or milestone.
3.6. Google Sheets
• Function: Monitor sheet rows for additions/edits on tracker sheets.
• Sample: Use Sheets API "spreadsheets.values" update event.
3.7. Twilio SMS
• Function: SMS inbox monitoring; trigger follow-up when SMS reply received.
• Sample: Webhook on "message.received" event.
3.8. Mailchimp
• Function: Track email campaign performance and user engagement metrics.
• Sample: Use "campaign report" webhook and "list subscribe" event.
3.9. Slack
• Function: Notify dedicated pastoral channel about milestone completion.
• Sample: Configure webhook for "message.posted" with milestone tag.
3.10. Microsoft Teams
• Function: Automated message posting on outreach status in channel.
• Sample: Use Teams API "chatMessage.send" on specific events.
3.11. Zoom
• Function: Log outreach meeting attendance and feedback.
• Sample: Configure meeting end callback via Zoom Webhooks.
3.12. HubSpot CRM
• Function: Monitor outreach contacts pipeline, trigger on stage change.
• Sample: Use "Deal property changed" event for outreach pipeline.
3.13. Asana
• Function: Task completion triggers for outreach projects.
• Sample: Webhook on "task.completed" in a project.
3.14. Trello
• Function: Card movement across "to-do," "doing," "done" lists as progress marker.
• Sample: Webhook for "cardMovedToList" events.
3.15. Formstack
• Function: Monitor form submissions for program feedback.
• Sample: Use webhooks on form submit for outreach forms.
3.16. Typeform
• Function: Capture and route feedback/attendance data automatically.
• Sample: Webhook on "form_response" event.
3.17. Eventbrite
• Function: Attendance log and engagement tracking via order update webhooks.
• Sample: Webhook on "event.order_placed" and "event.attendance_updated".
3.18. Facebook Pages
• Function: Watch post interactions and outreach event responses.
• Sample: Webhook for "feed" and "event" changes.
3.19. WhatsApp Business API
• Function: Monitor incoming/outgoing outreach messages; trigger progress update.
• Sample: Webhook on message status and delivery receipts.
3.20. Zapier
• Function: Connect legacy or unsupported systems and relay status.
• Sample: Trigger automation on webhook or integration event firing.

Benefits

4.1. Eliminates repetitive manual tracking and consolidates outreach data in real time.
4.2. Ensures all stakeholders receive timely updates on program progress.
4.3. Facilitates rapid response to participant needs and improves engagement.
4.4. Guarantees scalable, auditable outreach operations for compliance and reporting.
4.5. Empowers leadership to focus on impact and growth, not administration.

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