Send a pastoral birthday greeting to every member
Every morning, WebRun opens Breeze ChMS to find members with a birthday or wedding anniversary that day, drafts a warm, personal greeting email for each from the pastor for care team review, posts the day's care list to the care team in Slack, and logs each outreach in the member's Breeze profile after sending.
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How do I automatically send pastoral birthday and anniversary greetings to church members?
Every morning, WebRun checks Breeze ChMS for members celebrating a birthday or wedding anniversary that day, drafts a warm personal greeting from the pastor for care team review, and posts today's care list to Slack. Every greeting is human-approved before sending so each member receives a message that feels genuinely personal.
- Every member's birthday and anniversary is noticed and acted on without anyone manually checking a calendar
- Greetings are always reviewed and personalized by a care team member before reaching a member
- Elderly or vulnerable members are flagged for a phone call rather than just an email
Built for church care team coordinators · pastoral care staff · church administrators · small group pastors
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.breezechms.comin a real browser with your saved login - no setup, no API keys. -
1
Breeze ChMS - find members with birthdays or anniversaries today
breezechms.com
WebRun opens Breeze ChMS to find members with birthdays or anniversaries today. - Open Breeze ChMS and filter People for members with a birthday or wedding anniversary matching today's date
- Capture each member's name, preferred name, email address, and the milestone (birthday or anniversary)
- Note any members who have opted out of birthday or anniversary contact
- Check when they last received a birthday greeting to avoid sending duplicates
Done when All members with a birthday or anniversary today are identified with their details.
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2
Gmail - draft pastoral greeting for care team review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft pastoral greeting for care team review. - Draft a warm, personal greeting email for each member from the pastor, using their preferred name
- Keep the message brief, warm, and genuine. Avoid generic or overly formal language.
- For wedding anniversaries, address both spouses if both are in the database
- Leave every draft in Gmail for the care team to personalize and approve before sending. Never send automatically.
- Flag any long-tenured members or those going through a known difficult season for extra care in the greeting
Done when A warm draft greeting is queued in Gmail for every member celebrating today.
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3
Slack - notify care team with today's care list
slack.com How to Automate Slack
WebRun opens Slack to notify care team with today's care list. - Post today's care list to the care team channel: names, milestone type, and a reminder to approve the Gmail drafts
- Flag any members who should receive a phone call rather than just an email, such as elderly members or those who are unwell
- Include a note to update the Breeze ChMS profile after each greeting is sent
Done when The care team has today's birthday and anniversary list in Slack with action items clear.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send birthday greetings automatically without anyone reviewing them?
No. Every greeting is drafted in Gmail and held for a care team member to read, personalize, and approve before sending. A birthday message from the pastor should always feel personal, not automated.
What if a member prefers not to receive birthday messages?
WebRun checks for opt-out tags in Breeze ChMS and skips any member who has indicated they do not want birthday or anniversary contact. You can set up this tag during the initial configuration.
Can it handle milestone birthdays or anniversaries differently?
Yes. WebRun can flag significant milestones such as 50th, 75th, or 100th birthdays, or 25th, 40th, or 50th wedding anniversaries, for a more personal gesture such as a handwritten card or a phone call from the senior pastor.
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