Planning Center, Connected to Taskwell

Planning Center holds your people, giving, services, and groups — but it doesn’t act on that data for you. Taskwell puts an AI operations layer on top, turning what’s already sitting in Planning Center into answers, alerts, and finished work, with a person approving anything that matters.

The problem

Planning Center is the system of record for giving, people, groups, check-ins, services, and calendars. But getting insight or action out of it still means logging in, running reports, exporting to spreadsheets, and doing the follow-up by hand. Because Planning Center publishes a full, modern REST API (OAuth 2 / OpenID Connect) plus real-time webhooks, Taskwell can connect directly and sit on top as an intelligent layer — reading your data, answering questions in plain English, and automating routine follow-through under human review.

What Taskwell does

• Giving and donor intelligence — reads your giving data to surface trends, flag lapsed or at-risk donors, and draft accurate contribution statements, turning reactive giving admin into proactive stewardship.
• Answers on demand — ask plain-English questions across giving, attendance, groups, and services and get an answer sourced from live data, with no report-building or exports.
• Automated follow-through — webhooks let Taskwell react the moment something happens (a first-time gift, a new member, a missed check-in) and kick off the right follow-up, with a person approving before anything goes out.

“Show me recurring donors whose giving dropped off this quarter.”

What it unlocks next

Once Taskwell is connected, the same link opens higher-value capabilities with little extra lift:

• Proactive stewardship — identify giving patterns and engagement changes early, so outreach happens before a donor lapses rather than after.
• Administrative automation — routine coordination like registrations, scheduling reminders, and group updates handled automatically, freeing staff for ministry.
• Reporting and board summaries — on-demand summaries of giving, attendance, and engagement, assembled from live data whenever leadership needs them.

What you get

• Plain-English answers from your Planning Center data — no report-building
• Giving trends and at-risk donors surfaced automatically
• Routine follow-up drafted and ready, with human approval on anything sent
• Real-time reaction to key events via webhooks
• Contribution statements and leadership summaries on demand
• A foundation that extends across every Planning Center product

Why it’s achievable

This is a stable, supported connection. Planning Center’s API is built for exactly this kind of integration, available on standard subscriptions, and Taskwell already runs this pattern in production. A pilot can be scoped in weeks, and every automated action stays under human review. We start with your single highest-value workflow — often giving intelligence or event follow-up — prove it end to end, then expand across Planning Center.