You can now connect AI assistants like Claude Desktop and ChatGPT to your Planning Center People account. Getting answers about your data is as easy as asking a simple question.
For example if you need to know "Who's been in the Ready step of the Visitor Follow-up workflow for more than two weeks?”, you can just ask your AI assistant the question instead of opening the workflow, sorting cards, and eyeballing dates.
For setup instructions, check out this getting started guide.
Ask questions about profiles, lists, households, workflows, forms, and more
Once you connect your AI assistant, it can search across most of People, including information about profiles, contact information, households, workflows, lists, and forms.
So you can look someone up by name, check who's assigned to a workflow step, pull up a list, or find form submissions from a specific date range.
Your data is secure
When you ask a question, the AI assistant queries your People account in real time to get the answer, the same way it would if you searched in People yourself.
Only people with a Planning Center login can connect, and they'll only see data their Planning Center permissions allow. This doesn't open up any new access to anyone.
Keeping your private data private
By default, both Anthropic and OpenAI will train their models based on your conversations with them unless you change settings in your AI tool. In this case, your conversations could include personal and private information from your Planning Center account, and we strongly recommend that you don't let these tools train their models on this data. In ChatGPT, look for Settings > Data Controls, and disable "Improve the model for everyone". In Claude you'll head to Settings > Privacy, and disable "Help improve Claude".
Tell us what's next!
Because this is a PicoLabs experiment, please join this group in our community to share feedback, usage ideas, and tell us how you'd like us to see it improved next. We look forward to hearing about how you use this tool!
💙 The API Team