{{ userCity }} Team AI Team AI
Australian Christian Arts

Reclaim the Arts for Christ

{{ userGreeting }} What can I help with today?

Ask in plain English. I will always show you what I am about to do before I do it.

Looking ahead Drawn from what is actually in the system
{{ a.horizonLabel }} {{ a.kind }}
{{ a.title }}

{{ a.why }}

What this is based on
  • {{ ev }}
    •

If you do it: {{ a.outcome }}
Nothing pressing right nowNew tasks, form deadlines and upcoming events will appear here when they are in the system.
For you
Start somewhere
{{ chipPanelTitle }}
Forms that need you Open forms hub
{{ hf.title }}{{ hf.detail }} {{ hf.state }}
{{ missedFormsLabel }}
{{ backgroundWorkLabel }}
{{ cm.text }}
{{ cm.workingStatus }} {{ cm.workingElapsed }}
{{ ct.label }}

{{ cm.text }}
AChA · {{ cm.when }}
{{ chatStatus }}
{{ ct.label }}
This chat is paused
That reply did not finish

{{ chatErrorMessage }}
01 ·{{ ca.heading }}

{{ ca.detail }}
Who is missing from Thursday's orchestra rehearsal, and can you text them?
Pulling Thursday's roster… 3.1s
Roster upFound themChecked availability

Four players have not responded for Thursday 6 August. Two already told you they are away, so the real gap is the horn section.

PlayerSectionLast heard
Elise HardyHorn 1No reply
Sam WhitlockHorn 2No reply
Priya NairViolaAway (told you Mon)
01 ·Before I send anything

Text 2 people from the AChA number. They will see: "Hi Elise, we have you down for Thursday's orchestra rehearsal, 7pm at Ashfield. Can you make it?"

Plan
1Text the two horn players
2Log both as "contacted" against Thursday's rehearsal in CRM
3Give Nick a heads-up if neither replies by Wednesday 6pm
Working notes · 6 steps
  1. Read the Thursday rehearsal record in CRM
  2. Matched 41 players against the roster
  3. Checked apologies from Heartbeat and SMS
EH

Elise Hardy

Horn 1 · Orchestra · Member since 2023

SydneyWWC currentPass issued
CallEmail
Text to 2 peopleSMS Magic · AChA number
104 of 160 characters · 1 message each
Email previewOutlook · from Ryan

To: Orchestra (41) · Subject: Thursday rehearsal, 6 August

Hello everyone,

We are at Ashfield this Thursday, seated at 7pm. We will start with Messiah 22 to 26, then join the choir for the Hallelujah chorus at 8pm.

Bring a pencil and your own stand if you have one.

Attendance · Thu 6 Aug38 of 44 marked
{{ r.initials }}{{ r.name }} {{ r.part }} {{ r.state }}
Which would you like?
To do after this
Book a time with Ryan

Wed 5 Aug · 2:30pm · 30 minutes · Teams

Which sheet?
AChA · 10:41am

Be still, and know

Working through the flow-on. This one takes a moment.
{{ chatQueueLabel }} {{ cq.label }}
People & CRM
Listening…
Heard this

{{ voiceTranscript }}
{{ chatAttachmentName }}{{ chatAttachmentMeta }}
Enter to send // Shift+Enter for a new line
Your work

Tasks

Everything assigned to you and the team

{{ urgentCount }}Needs you now
{{ liveCount }}Still open
{{ doneCount }}Done
{{ doneCount }} of {{ totalCount }} cleared
{{ calMonthLabel }}Rehearsals, forms and tasks
{{ d }}
{{ d.n }} {{ d.dots }}
Tick the box to finish something. Tap the stage pill to change where it is up to, or Move on to nudge it one step.
{{ col.name }}{{ col.count }}
{{ c.title }}
{{ c.initials }}{{ c.who }}
{{ c.due }}{{ c.queue }}
Task Who Due Queue Stage
{{ r.title }} {{ r.initials }}{{ r.who }} {{ r.due }} {{ r.queue }} {{ r.state }}
{{ w.initials }} {{ w.who }}{{ w.count }}
{{ w.pct }} of theirs cleared
{{ sec.name }}{{ sec.count }}
{{ t.title }}
{{ t.initials }}{{ t.who }} // {{ t.due }} {{ t.queue }}
Your work

Forms to fill

The forms with your name on them, in the order they need doing.

{{ formsError }}
{{ jobsUrgent }}Needs you now
{{ jobsOpen }}Still to fill
{{ jobsDoneAll }}Done
{{ jobsDoneAll }} of {{ jobsTotal }} filled in
Filter by program and eventAll programs · next 90 days
{{ sec.name }}{{ sec.count }}
{{ j.form }}
{{ j.event }} // {{ j.when }} {{ j.initials }}{{ j.who }}
{{ j.deadline }}

That is everything with your name on it.

If you were expecting a form here, message Ryan and it will get sorted.

Tools

Choose what you want to do. Open a section for clear actions, or start a request in Chat.

Door check-in

Point the camera at a member pass. Sunday 9 Aug · Messiah rehearsal.

Australian Christian ArtsAustralian Christian Arts
Welcome, Elise Horn 1 · Orchestra
Waiting for a pass…
38Checked in
6Still expected

Account & settings

{{ accountSummary }}

Connections
{{ c.name }}{{ c.detail }} {{ c.state }}
Preferences
Where tasks get pushed{{ taskDestinationLabel }}
Push notifications
Plan mode by default
How things are running
{{ h.name }}{{ h.detail }} {{ h.state }}
Your work

Pending

Anything I asked you to confirm before it reaches a member. These survive a deploy, but they do expire.

{{ p.tool }} {{ p.state }} {{ p.expires }}

{{ p.preview }}

{{ p.who }}
Nothing here means nothing is waiting on you. Confirmations expire after 30 minutes so nothing old goes out by accident.
People

Attendance

Who has told us they are away, who is on hold, and who quietly went missing.

{{ attMissed }}Missed with no word
{{ attGrace }}In a 14-day grace
{{ attNotified }}Told us in advance
{{ attTotal }}Not at full attendance
Program
Situation
{{ a.initials }}
{{ a.name }}
{{ a.program }}//{{ a.detail }}
{{ a.state }}
Reference

Forms library

Every form the app can open, on one shell. Pick one to see how it is laid out.

{{ formsError }}

The canonical public forms, drawn live from the forms registry. These are the ones members, parents and the public fill in, so the numbering matches link routing.

{{ pg.name }}{{ pg.count }}
{{ pf.num }} · {{ pf.name }}{{ pf.note }}
{{ fg.scope }}{{ fg.count }}

{{ fg.blurb }}
{{ formGroup }}

{{ formTitle }}

{{ formIntro }}

{{ formScope }}Opens inlineYouth and adult split where it applies
{{ f.help }}
{{ f.prefix }}
— choose one —
{{ o }}
NBNick Barlow
{{ sg.num }} · {{ sg.status }}

No pieces yet. A new concert starts empty, so add the first one above.
7:00pmTutti warm-up
7:20pmMessiah 22-26
Saves straight to the CRM record
Conversations

Messages

Every email, text and WhatsApp coming in. Answer them here and it stays on their record.

{{ smsUnread }}Waiting on you
{{ smsTotal }}In the last week
{{ m.initials }}{{ m.name }} {{ m.ch }} {{ m.role }} // {{ m.about }} {{ m.state }} {{ m.when }}

{{ m.body }}

{{ m.replyCount }}
People

Active & pending

Everyone in a CRM stage with "active" or "pending" in the name. Live from Zoho.

{{ peopleTotal }}People matched
{{ peopleStages }}Stages included
{{ peopleNoMobile }}Without a mobile
{{ peopleFreshness }}
Program
Stage
{{ selectedCount }} selected //
{{ p.initials }}
{{ p.name }}
{{ p.program }} // {{ p.reach }}
{{ p.stage }}
{{ g.name }}
↑↓ navigate↵ select⌘K toggle
Task {{ taskCrmFreshness }}
{{ modalState }}
Stage
{{ modalSuggestedHint }}
{{ a.initials }}{{ a.name }}
{{ modalQueueLabel }}
{{ modalLinkedLabel }}
More optionsCategory, reminders, SMS reply
0 of 640 characters
Notes
{{ n.who }} · {{ n.when }}

{{ n.text }}

No saved task context yet.
Rehearsal plan · Orchestra · Thu 6 Aug

There is 1 thing to fix before this can be sent

The time players should be seated, not the door time. Example: 7:00pm for a 7:15pm downbeat.

Add a start time so the info email can go out.

Players read this before they arrive. Example: "Messiah 22-26, then the Hallelujah chorus with choir."

Timings
7:00pmTutti warm-up
7:20pmMessiah 22-26
Receipts & invoices

Receipt or photo

Snap the receipt or drop a PDF. I will read the amount off it.

{{ receiptFileName }}
Optional. Example: rehearsal venue refreshments, printer cartridges.
$
Optional. Leave it blank and I will pull it off the receipt.

This is a legitimate AChA expense you paid for yourself. Reimbursement goes out by Wise within 14 days of approval, to the account below.

$
Exactly as it appears on the account.

Receipt

Optional, but it makes approval quicker.

{{ receiptFileName }}

This goes to Reina and to the getpaid inbox for your country. A task is created so payment can be tracked.

Invoice file

PDF or photo. Required.

{{ receiptFileName }}
Optional. I can read it off the invoice.

Use this before you spend, not after. It opens the spending approval form and creates an approval task for Ryan.

$
— choose one —
Create a team meeting
Pick from the leadership team
Invites everyone on it
Who is coming
{{ mi.initials }}{{ mi.name }}No-one added yet
For people who are not in the CRM yet.
{{ meetingChairLabel }}
One per line. These become a proper agenda document in Google Docs.
Optional. Keeps the meeting attached to the right event in the CRM.
This will create
Teams linkCalendar invitesSMS remindersCRM meeting logAgenda in Google Docs

Where should tasks be pushed?

When I assign you a task it can sync to one of these. Two-way: mark it done in either place and the other follows.

Send 2 texts from the AChA number?

Elise Hardy and Sam Whitlock will get the Thursday rehearsal check. You can undo for 30 seconds after sending.
Team knowledge base How we do things at AChA
Documents

Cannot find something? Ask in chat and it will search the whole base for you.

{{ kbSub }}

{{ kbTitle }}

{{ kbLede }}

{{ sec.head }}

{{ sec.text }}
{{ kbSub }}
Step {{ tourStep }} of 9

{{ tourTitle }}

{{ tourBody }}

Zoho CRMOutlookGoogle DriveHeartbeatSMS
Australian Christian Arts

Team AI

For AChA staff and core volunteers. Sign in with your AChA account.

or a code by email
Send a message

{{ channelNote }}

One person
{{ composePersonInitials }}{{ composePersonName }}
Or a whole group
Going to {{ composeReach }} people // {{ c.name }}

Nobody chosen yet. Pick a person or a group above.
{first name} and {program} fill from the CRM.
Put {{ selectedCount }} people into a journey

Pick the journey. Each one only accepts the people it is meant for, and nothing runs until you approve it.
{{ journeyName }}

{{ journeyConsequence }}

{{ jEligibleCount }}{{ jEligibleLabel }}
{{ jExcludedCount }}{{ jExcludedLabel }}
{{ jRequested }}You picked
{{ p.initials }}{{ p.name }}{{ p.detail }}
Left out, and why
{{ p.initials }}{{ p.name }}{{ p.reason }}

Five or more people means this needs a second pair of eyes before it runs.

Nothing is enrolled and nothing is sent yet. Approving this queues the plan, and each record is checked against live CRM state at the moment it runs.
{{ timelinePersonInitials }} {{ timelinePersonName }}{{ timelinePersonMeta }}
{{ timelineTouchCount }}{{ timelineFromHerCount }}{{ timelineFromUsCount }}{{ timelineOpenTaskCount }}
{{ e.type }}{{ e.arrow }}{{ e.when }}

{{ e.body }}

{{ e.source }}
Message this group

{{ channelNote }}

Template
rehearsal_reminder_v3
Approved
To {{ selectedCount }} people // {{ ss }} {{ selNoMobile }} have no mobile
126 of 160 characters · 1 message each · {first name} fills from CRM
Email this groupOutlook · from {{ userFirstName }}
To {{ sp.initials }}{{ sp.name }} + {{ selectedRest }} more
Status

Plan this for later

It stays yours, it just stops shouting until then.
Changes today4
{{ c.what }}{{ c.when }}
{{ userInitials }}{{ userName }}{{ userEmail }}

Put Team AI on your home screen

  1. Tap the share button in Safari
  2. Choose "Add to Home Screen"
  3. Open it from the icon like any other app
Leadership agreement

A signable acknowledgement for leaders. Sign it once, review it yearly. It is recorded as a note on your CRM contact.

01 ·Leader details
Example: Orchestra section coordinator.
Leadership type
What this type carries

{{ leaderDetail }}

Optional.
02 ·Acknowledgement
03 ·Shared expectations

I agree to serve within AChA expectations for each of these.

{{ x }}
04 ·Communication and culture
05 ·Sundays, Sabbath and post-event feedback

AChA protects worship, rest and recovery rhythms.

06 ·Authority boundaries

I will stay inside the authority entrusted to my role, and escalate anything beyond it.

{{ x }}
07 ·Role-specific requirements
{{ leaderType }}

{{ leaderDetail }}

08 ·Disclosures
Conflicts of interest, or anything that affects your ability to carry out this role safely. Optional, and it stays confidential.
09 ·Review and change

A leadership role can be reviewed, paused, changed or removed where there are concerns about any of these. Changes are handled with fairness, confidentiality and pastoral care.

{{ x }}
10 ·Signatures
AChA authorised leader

Countersigned after you submit. You will get a copy by email.
Sent to 2 people