Automation Essentials

Automation Essentials

We are passionate about good automation - the kind that creates delight with your constituents by fostering faster responses and more accurate information. 

We are passionate about good automation - the kind that creates delight with your constituents by fostering faster responses and more accurate information.

Three of our most popular automated services include:

Our Implementation Strategy

We'll evaluate and optimize your workflows, while also introducing 3rd party tools to ensure a success rollout of your automated processes.


Your automations will be designed in such a way that they will be dependable and built for scale. We're certain your team will be more efficient and thankful for the improvements. 

Solertiae has served many churches and nonprofits (just like yours) over the years, and we’ve discovered a lot of common processes that our automation strategy can solve for quite well. And not only that, we've made them available in our Work Essentials packages!

Contact Us About Automations

Take a look at some of the automations

we've put in place for Churches...

Data Quality
Checks

Send emails & texts to your members to update/verify their contact records

Discipleship Cultivation

Track internal and external discipleship trends. Learn more...

Disciplemaker.io

Data Quality Checks

Send emails & texts to your members to update/verify their contact records

Discipleship Cultivation

Track internal and external discipleship trends. Learn more...

Disciplemaker.io

Engagement Maximizer

Use engagement indicators to bring less-engaged members towards the center of the fold

Member Journey

Create a consistent yet personalized onboarding experience for new members

Visitor Journey

Be organized & well-prepared
to ensure that all visitors feel properly welcomed

Data Quality
Checks

Send emails & texts to your members to update/verify their contact records

Discipleship Cultivation

Track internal and external discipleship trends. Learn more...

Disciplemaker.io

Data Quality Checks

Send emails & texts to your members to update/verify their contact records

Discipleship Cultivation

Track internal and external discipleship trends. Learn more...

Disciplemaker.io

Engagement Maximizer

Use engagement indicators to bring less-engaged members towards the center of the fold

Member Journey

Create a consistent yet personalized onboarding experience for new members

Visitor Journey

Be organized & well-prepared
to ensure that all visitors feel properly welcomed

Take a look at some of the automations

we've put in place for Nonprofits...

Relational Universe

Harness the information you have to segment your constituents for an optimal marketing and communications strategy

Receipt Orchestration

Make your most common touchpoint with donors less transactional and more relational; regardless of complexity or volume

Relational Universe

Harness the information you have to segment your constituents for an optimal marketing and communications strategy

Receipt Orchestration

Make your most common touchpoint with donors less transactional and more relational; regardless of complexity or volume

Offline Giving

Checks and Billpay are inherently inefficient - our automated solutions will increase the velocity and accuracy of your data entry

Online Giving

Off-the-shelf giving platforms have some gaps when it comes to serving nonprofits; let's align them to fit your unique business requirements

Personnel Data Management

Know where your global workforce is serving via intelligent lifecycle reporting- this includes

private contact information management

Relational Universe

Harness the information you have to segment your constituents for an optimal marketing and communications strategy

Receipt Orchestration

Make your most common touchpoint with donors less transactional and more relational; regardless of complexity or volume

Offline Giving

Checks and Billpay are inherently inefficient - our automated solutions will increase the velocity and accuracy of your data entry

Online Giving

Off-the-shelf giving platforms have some gaps when it comes to serving nonprofits; let's align them to fit your unique business requirements

Personnel Data Management

Know where your global workforce is serving via intelligent lifecycle reporting-

this includes private contact information management

Building your own bespoke solutions can be costly

Sometimes a best-fit solution doesn’t exist. As a nonprofit, the idea of building something custom or bespoke can be costly territory as the overhead to design, support, and manage the solution once built is usually disproportionate to the cost your organization can carry ongoing. 


This is one of the key reasons we created Solertiae Labs and Work Essentials - to find ingenious solutions for common challenges facing a majority of our customers. We take on the complexity - and deliver you an elegant solution with predictable pricing.

Building your own solutions can be costly

Sometimes a best-fit solution doesn’t exist. As a nonprofit, the idea of building something custom or bespoke can be costly territory as the overhead to design, support, and manage the solution once built is usually disproportionate to the cost your organization can carry ongoing. 


This is one of the key reasons we created Solertiae Labs and Work Essentials - to find ingenious solutions for common challenges facing a majority of our customers. We take on the complexity - and deliver you an elegant solution with predictable pricing.

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