Planning Center is comprehensive church management software that helps organizations streamline operations, manage events, and engage their communities.
Enhance your organizational workflows with AI Agents that can automate tasks, respond to inquiries, and manage operations intelligently.
Planning Center excels at streamlining church and organization management. Relevance AI enhances these capabilities with intelligent AI agents that can automate event planning, donation tracking, and volunteer coordination at scale.
Seamless Workflow Orchestration
The agent automates complex processes, ensuring smooth operations across various tasks.
Real-Time Data Insights
Access to live data allows the agent to provide timely information and updates to users.
Effortless Task Automation
Routine tasks are handled automatically, freeing up staff to focus on higher-value activities.
Relevance AI gives you access to Planning Center's comprehensive suite of management tools within your AI-powered workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Planning Center account
- A Relevance AI account with access to your organization
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Planning Center data. Relevance AI handles API operations (like GET, POST, PATCH, DELETE) in the background—so you don't have to worry about authentication tokens, request formatting, or rate limits.
Built-in validation and data transformation ensure your workflows run smoothly across Planning Center's services.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the Planning Center + Relevance AI integration without writing code:
- Use consistent data structures: Maintain organized people, events, and resource data in Planning Center.
- Leverage API endpoints: Utilize specific endpoints for services, giving, or check-ins for targeted data access.
- Authenticate properly: Ensure correct OAuth permissions and account access are configured.
- Monitor response limits: Stay within Planning Center's API rate limits for reliable performance.
- Validate data sync: Test integrations with small data sets before full implementation.
