Sends a text to references with the attached link for them to complete. Reminds 3 times on a chosen cadence.
80% of References completed without Staff Intervention
When surveys are submitted, Automation takes the data and runs it through an in house AI and then sends a Summary of the data based on a custom prompt to Matchforce as a task and to the Contact owners email.
Automations are not limited to below but these are examples of some of the most time saving ones I have built. Images are a snapshot of the beginning of the process.
These automations are specific to Big Brothers Big Sisters agencies however I can built custom automations for any non-profits or businesses.
I have built this to send reminder to Bigs, Guardians, Littles, and Guardians/Littles about their due MSC. It sends text reminders over a given time period to book. It uses Acuity to let them book online and that will also stop the Automation.
The best part of this automation, is it can be triggers and stopped by the MSS in Matchforce. They can also choose show gets the contact.
70% of Contacts with Automation Run Scheduled Call without Staff Intervention
From Inquiry to Schedule Interview, this community based youth enrollment if fully automated. Each stage has multiple reminders and communication comes from match support so the family can get direct support at any time. Can be built custom to any agencies process.
Saves countless hours in follow up.
Same process can be built for Volunteers as well.