Planning Center lists and workflows

On Large, a role can ask for a Planning Center list or workflow, EmmauOS can write who is ready for which role into a EmmauOS Roles tab, and a webhook keeps holders current the same day.

EmmauOS holds the facts. Planning Center does the doing. On Large, roles connect to Planning Center in three ways, each optional.

Read: lists and workflows as requirements

In a role's requirements, choose On a Planning Center list or Completed a Planning Center workflow, then pick the list or workflow. EmmauOS reads who is on it every night. If a night's read fails, the last good read stays, so a requirement never empties by accident.

Good candidates: "Membership class finished", "Elders interest", "Group leader training".

Pathway steps can name Planning Center things too, on any paid plan: a group, group type, list, workflow, form, Check-Ins event, signup or team. See When a step counts as done.

Write: the EmmauOS Roles tab

An admin can turn this on under Roles and Planning Center on the Roles page. Each night EmmauOS writes to a EmmauOS Roles tab on each linked person:

Ready for: the roles they are ready for.
Stage: their pathway stage, using your stage names.
Belong next step, Become next step, Lead next step: their next step in each track, using your track names.

Only what changed is written, at most 150 people a night. When a pastor moves someone's stage or vouches for them, that one person is written within a few minutes instead of waiting for the night. A pastors-only role is never written, and neither is a reason, a quality or a note.

Planning Center decides who can see a tab. Restrict the EmmauOS Roles tab to the people who should see it, in Planning Center People under Customize Fields.

Your Lists and Automations can then act on it: a list of everyone ready for Guest host, or a workflow card when someone reaches Serve. Follow up through Planning Center walks through it, Clearstream texts included.

Hear: the webhook

Add a Planning Center webhook so a change shows up the same day rather than the next night. On the Roles page, under Roles and Planning Center, copy the Webhook URL. In Planning Center's Webhooks, add it for People and Groups events, then paste the authenticity secret Planning Center shows back into EmmauOS. EmmauOS checks the signature on every delivery and refuses anything it can't verify.

The ask, as a card

When a role names a Planning Center workflow, Who knows them can open a card in that workflow instead of sending an email.

See Planning Center for connecting in the first place.