Active roster
4
4 this week
People with shared permissions
Dashboard
Capacity overview, open needs, pending reviews, and safeguards for your workspace.
Setup assistant paused
Use it when you want a guided path through setup.
Open needs
3
7 open slots
Awaiting volunteer fits
Pending reviews
0
Queue clear
Outreach drafts for leaders
Capacity posture
Steady
Review load before assigning
Aggregate load signal
Next best actions
Move the activation loop forward
Start from the highest-trust step: review pending drafts, generate possible fits for open needs, import roster updates, or inspect the audit trail.
Community reporting
Make group movement visible before the spreadsheet starts
Upload Planning Center exports, compare monthly snapshots, and turn changes into reviewed follow-up.
Latest period
March 2026
-5 people since prior snapshot
Participation
40
people across 9 groups
Data quality
4
unknown campus, age, or gender fields
Follow-up
0
new or active group signals
What needs attention
Unresolved work routed to the right workspace.
Open needs without candidates
3 open needs should generate possible fits.
Profiles needing data review
2 profiles have partial data confidence.
Recent safeguard activity
1 safeguarded query recorded in the audit trail.
Integration setup needed
5 connectors need credentials or admin attention.
Needs queue
Open ministry needs — slots fill only after leader-reviewed outreach.
Reviews awaiting action
Outreach drafts stay pending until a leader approves.
No pending reviews — generate matches from Needs or Match.
Featured open need
Highest urgency need in your queue.
Saturday pantry intake and translation team
Community Kitchen · Roseville Heights
Safeguards
Policy defaults for your organization.
Human review requiredEvery outreach draft requires leader review before anything is sent. Nothing auto-sends from this workspace.
- •Leaders review every outreach draft before anything is sent.
- •Sensitive topics require extra confirmation — no automatic pastoral ranking.
- •Suggested fits are recommendations for review, not assignments.
Recent activity
Append-only audit trail.
Safeguards active
5 recent events logged (including 2 governed queries). All outreach drafts require leader review.
Latest event
Import previewed
by Mara Ellison · Apr 12, 8:00 AM
Integrations
Connector status for your plan.
CSV upload
Data connector for your workspace.
Connected
Google Sheets
Data connector for your workspace.
Ready for pilot credentials
Planning Center
Syncs profiles and lists from PCO.
Ready for pilot credentials
Airtable
Data connector for your workspace.
Ready for pilot credentials
Typeform
Data connector for your workspace.
Ready for pilot credentials
Mailchimp email drafts
Email campaign synchronization.
Draft-only (no live send)
Roster and assessments
Profile detail now lives in the roster directory.
Roster directory
Search people, open profile drawers, and review permissions without turning the dashboard into a directory.
Open rosterPurpose-driven assessments
Self-understanding modules for members — coming soon.
Coming soon
Help members reflect on gifts and capacity in their own words, then feed activation-safe signals into matching — always permission-gated and leader-reviewed.
See pricing for pilot timelines.