Settings

Tell NephAI what outcomes to keep moving, who should be involved, and when to bring something back to you.

Ask NephAI to create one

Automation availability

Ready to run
Ready to run

53 active Automations are ready to run when their schedules or triggers apply.

Emails and invitations NephAI may send on its own

Allowed

Where you have said so on a particular Automation, NephAI may send an email or an invitation without showing you first, and only within the limits you set there. Anything outside those limits still comes to you.

Needs your attention

1

Active

52

Meetings and appointments

Stake council

Keep stake council scheduled, prepared, and connected to open leadership work.

Needs setupActiveOpen
When
Monthly if feasible; current stake council membership
People
Current stake council membership and current stake executive secretary as coordinator
Next
Make a copy to choose an exact schedule or connect the current Calendar event.

Automatic outward actions: Not included.

Stake presidency meeting

Keep the presidency's regular working rhythm scheduled, prepared, and followed through.

Needs setupActiveOpen
When
Regularly, usually weekly; current presidency, clerk, executive secretary, and invited leaders
People
Current stake presidency, stake clerk, current stake executive secretary, and invited leaders
Next
Make a copy to choose an exact schedule or connect the current Calendar event.

Automatic outward actions: Not included.

Missionary interview administration

Keep candidate, departure, release, and returning-missionary appointments and administrative checklists moving.

Needs setupActiveOpen
When
Confirmed candidate, departure, release, or return event
People
Authorized current participants
Next
Make a copy to add the missing schedule, current responsibility, or local applicability choice.

Automatic outward actions: Not included.

Counselor portfolio review

Maintain regular review with each counselor for assigned portfolios.

Needs setupActiveOpen
When
User-selected or observed rhythm
People
Current counselor seat and confirmed portfolio responsibilities
Next
Make a copy to add the missing schedule, current responsibility, or local applicability choice.

Automatic outward actions: Not included.

Coordinating council

Prepare and follow through on coordinating-council direction and assignments.

Needs setupActiveOpen
When
Quarterly and as needed; never a manufactured 112-day recurrence
People
Confirmed current coordinating-council participants
Next
Make a copy to choose an exact schedule or connect the current Calendar event.

Automatic outward actions: Not included.

Stake bishops' council

Maintain the bishops' council rhythm and preparation.

Needs setupActiveOpen
When
At least quarterly
People
User, all current bishops and branch presidents, and stake clerk; counselors only when invited
Next
Make a copy to choose an exact schedule or connect the current Calendar event.

Automatic outward actions: Not included.

Organization-president meeting

Maintain your desired rhythm with a current stake organization president.

Needs setupActiveOpen
When
User-defined or observed rhythm
People
Selected current stake organization presidency role
Next
Make a copy to add the missing schedule, current responsibility, or local applicability choice.

Automatic outward actions: Not included.

Stake president and mission president meeting

Keep the recurring meeting with the current mission president scheduled, prepared, and followed through.

Needs setupActiveOpen
When
Usually monthly and editable, from General Handbook 23.5.1
People
User, current mission president, and current stake executive secretary as the normal coordinator
Next
Make a copy to choose an exact schedule or connect the current Calendar event.

Automatic outward actions: Not included.

Calling or ordination interview administration

Coordinate authorized interview appointments and required administrative follow-through.

Needs setupActiveOpen
When
Authorized calling or ordination need
People
Authorized current participants
Next
Make a copy to add the missing schedule, current responsibility, or local applicability choice.

Automatic outward actions: Not included.

Temple recommend interview blocks

Protect and coordinate interview availability.

Needs setupActiveOpen
When
User-selected interview blocks
People
Authorized participants only
Next
Make a copy to add the missing schedule, current responsibility, or local applicability choice.

Automatic outward actions: Not included.

Regular bishop interviews

Ensure you meet individually with each current bishop at the locally chosen cadence.

Needs setupActiveOpen
When
User-selected rhythm expanded once per current bishop and unit
People
All current bishops, expanded by unit, with the current stake executive secretary coordinating
Next
Make a copy to add the missing schedule, current responsibility, or local applicability choice.

Automatic outward actions: Not included.

High council

Keep High Council meetings and assignment review moving.

Needs setupActiveOpen
When
Twice monthly if feasible; not a fabricated 28-day recurrence
People
Current stake presidency, high council, stake clerk, and current stake executive secretary
Next
Make a copy to choose an exact schedule or connect the current Calendar event.

Automatic outward actions: Not included.

Conferences, visits, events, and readiness

Talk and training preparation

Ensure an approaching talk, instruction, or training assignment has time, an outline, source material, and final preparation.

Needs setupActiveOpen
When
Confirmed talk or training assignment and preparation window
People
User
Next
Make a copy to add the missing schedule, current responsibility, or local applicability choice.

Automatic outward actions: Not included.

Stake organization leadership meetings

Ensure each applicable organization leadership meeting is scheduled and prepared.

Needs setupActiveOpen
When
Once yearly plus an optional second only when the stake presidency authorizes it and it does not burden participants
People
Current Relief Society, Young Women, Primary, and Sunday School leaders
Next
Make a copy to choose an exact schedule or connect the current Calendar event.

Automatic outward actions: Not included.

Youth, YSA, single-adult, and adult committee rhythm

Support locally active youth, YSA, single-adult, and adult committees and events.

Needs setupActiveOpen
When
As needed or user configured; only locally active confirmed committees
People
Current confirmed committee owners and participants
Next
Make a copy to add the missing schedule, current responsibility, or local applicability choice.

Automatic outward actions: Not included.

Ward conference program

Ensure one annual conference workflow for every current ward.

Needs setupActiveOpen
When
Annual per current ward
People
Current bishopric and assigned stake leaders for each current ward
Next
Make a copy to choose an exact schedule or connect the current Calendar event.

Automatic outward actions: Not included.

Leader visit readiness

Ensure a confirmed leader visit has the necessary schedule, objectives, people, logistics, and materials.

Needs setupActiveOpen
When
Confirmed visit evidence
People
Current host, owners, and participants
Next
Make a copy to add the missing schedule, current responsibility, or local applicability choice.

Automatic outward actions: Not included.

Stake conference

Ensure each semiannual stake conference is scheduled, prepared, staffed, communicated, and followed through.

Needs setupActiveOpen
When
Twice yearly
People
Current conference owners and participants
Next
Make a copy to choose an exact schedule or connect the current Calendar event.

Automatic outward actions: Not included.

Stake priesthood leadership meeting

Schedule, prepare, and follow through on stake priesthood leadership instruction.

Needs setupActiveOpen
When
Once yearly plus an optional second occurrence
People
Current listed leadership roles
Next
Make a copy to choose an exact schedule or connect the current Calendar event.

Automatic outward actions: Not included.

Stake general priesthood meeting

Schedule and prepare the annual stake general priesthood meeting.

Needs setupActiveOpen
When
Once yearly
People
Current priesthood participants and planners
Next
Make a copy to choose an exact schedule or connect the current Calendar event.

Automatic outward actions: Not included.

Delegation and follow-through

Executive-secretary scheduling

Have the current stake executive secretary arrange a meeting or interview and keep it moving until it appears correctly on Calendar.

ActiveOpen
When
Confirmed meeting or interview scheduling need
People
Current stake executive secretary
Next
Next check Sep 9, 2026, 11:08 PM.

Automatic outward actions: Available within this Automation’s limits.

High-council assignment follow-through

Track work assigned through a current ward, quorum, organization, or subject portfolio.

ActiveOpen
When
Assigned ward, quorum, organization, or subject work
People
Current high councilor for the confirmed assignment
Next
Next check Sep 9, 2026, 11:08 PM.

Automatic outward actions: Available within this Automation’s limits.

Executive-secretary coordination and routing

Ask the current stake executive secretary to identify or coordinate the proper owner when direct responsibility is unclear.

ActiveOpen
When
Responsibility is unclear
People
Current stake executive secretary
Next
Next check Sep 9, 2026, 11:08 PM.

Automatic outward actions: Available within this Automation’s limits.

Missing acknowledgment

Obtain acknowledgment of a provider-accepted assignment.

ActiveOpen
When
A provider-accepted assignment lacks verified acknowledgment
People
Expected verified recipient
Next
Next check Sep 9, 2026, 11:08 PM.

Automatic outward actions: Available within this Automation’s limits.

Universal role-based delegation

Route an approved outcome to the current responsible person and ensure it is acknowledged, progressed, and completed.

ActiveOpen
When
Approved or source-backed outcome
People
Current responsibility owner or coordinator
Next
Next check Sep 9, 2026, 11:08 PM.

Automatic outward actions: Available within this Automation’s limits.

Completion confirmation

Turn credible reported completion and deliverables into verified Task completion under the Automation's evidence contract.

ActiveOpen
When
Credible completion report or deliverable
People
Original expected owner
Next
Next check Sep 9, 2026, 11:08 PM.

Automatic outward actions: Available within this Automation’s limits.

Bishop or unit request routing

Route ordinary unit-specific action to the correct current bishop or confirmed unit leader.

ActiveOpen
When
Unit-specific ordinary request
People
Current bishop or confirmed unit leader
Next
Next check Sep 9, 2026, 11:08 PM.

Automatic outward actions: Available within this Automation’s limits.

Counselor portfolio assignment

Delegate work to the current counselor responsible for a confirmed portfolio and monitor it.

ActiveOpen
When
Confirmed portfolio work
People
Current responsible counselor
Next
Next check Sep 9, 2026, 11:08 PM.

Automatic outward actions: Available within this Automation’s limits.

Expected report or deliverable

Ensure a requested recurring or one-time report is received and reviewed.

ActiveOpen
When
Expected one-time or recurring report window
People
Verified expected sender
Next
Next check Sep 9, 2026, 11:08 PM.

Automatic outward actions: Available within this Automation’s limits.

Stalled work and blocker escalation

Detect stalled work, identify a reported blocker, coordinate the next useful step, and return only unresolved judgment to you.

ActiveOpen
When
Progress is due or blocker evidence appears
People
Current owner or coordinator
Next
Next check Sep 9, 2026, 11:08 PM.

Automatic outward actions: Available within this Automation’s limits.

Missionary, temple, callings, and priesthood administration

Missionary candidate administrative pipeline

Keep missionary-candidate scheduling, documents, checklists, and your required decisions moving.

Needs setupActiveOpen
When
Source-backed missionary-candidate lifecycle
People
Current authorized missionary roles
Next
Make a copy to add the missing schedule, current responsibility, or local applicability choice.

Automatic outward actions: Not included.

Returning missionary follow-through

Keep returning-missionary scheduling and ordinary administrative follow-through moving.

Needs setupActiveOpen
When
Confirmed missionary return
People
Current authorized missionary roles
Next
Make a copy to add the missing schedule, current responsibility, or local applicability choice.

Automatic outward actions: Not included.

Missionary departure and release pipeline

Keep missionary departure and release appointments, preparation, communication, and checkpoints moving.

Needs setupActiveOpen
When
Confirmed departure or release dates
People
Current authorized missionary roles
Next
Make a copy to add the missing schedule, current responsibility, or local applicability choice.

Automatic outward actions: Not included.

Calling and release administration

Track calling and release administration after an authorized leader makes the decision.

Needs setupActiveOpen
When
User-recorded authorized calling or release decision
People
Current authorized roles
Next
Make a copy to add the missing schedule, current responsibility, or local applicability choice.

Automatic outward actions: Not included.

Temple and family-history initiative readiness

Track agreed temple and family-history initiatives, responsible leaders, events, reports, and follow-through.

Needs setupActiveOpen
When
Agreed initiative, event, or report signal
People
Current responsible roles
Next
Make a copy to add the missing schedule, current responsibility, or local applicability choice.

Automatic outward actions: Not included.

Melchizedek Priesthood recommendation and ordination pipeline

Keep Melchizedek Priesthood recommendation and ordination administration moving through required human decisions and confirmed records.

Needs setupActiveOpen
When
Authorized recommendation or ordination pipeline
People
Current authorized leaders
Next
Make a copy to add the missing schedule, current responsibility, or local applicability choice.

Automatic outward actions: Not included.

Missionary and new-member initiative readiness

Track aggregate missionary and new-member leadership work and assigned outcomes.

Needs setupActiveOpen
When
Agreed aggregate initiative
People
Current missionary and new-member leaders
Next
Make a copy to add the missing schedule, current responsibility, or local applicability choice.

Automatic outward actions: Not included.

Records, finance, audits, facilities, and emergency readiness

Membership-record audit administration

Coordinate membership-record audit administration and verify required corrections without exposing protected record content.

Needs setupActiveOpen
When
Twice yearly, due June 15 and December 15 under the current full Handbook
People
Current stake or assistant clerk and ward clerks
Next
Make a copy to choose an exact schedule or connect the current Calendar event.

Automatic outward actions: Not included.

Tithing-declaration completion verification

Track tithing-declaration administrative completion and scheduling.

Needs setupActiveOpen
When
Annual declaration completion window
People
Current authorized clerks and leaders
Next
Make a copy to choose an exact schedule or connect the current Calendar event.

Automatic outward actions: Not included.

Meetinghouse issue routing

Route a meetinghouse issue to the current responsible person and track response and repair evidence.

Needs setupActiveOpen
When
Confirmed facility issue
People
Current building or facility owner
Next
Make a copy to add the missing schedule, current responsibility, or local applicability choice.

Automatic outward actions: Not included.

Monthly financial-statement review

Ensure the required monthly financial-statement review occurs and ordinary discrepancies are assigned for correction.

Needs setupActiveOpen
When
Monthly
People
User and current configured finance clerks
Next
Make a copy to choose an exact schedule or connect the current Calendar event.

Automatic outward actions: Not included.

Financial audit and correction follow-through

Ensure financial-audit preparation, completion, exceptions, corrections, and verified closeout are tracked.

Needs setupActiveOpen
When
Twice yearly for stake, ward, and FamilySearch-center financial records; once yearly for recreational-property financial records
People
Current audit owners for the confirmed record type
Next
Make a copy to choose an exact schedule or connect the current Calendar event.

Automatic outward actions: Not included.

Emergency-plan review

Schedule emergency-plan review, confirm responsible leaders, and track readiness updates.

Needs setupActiveOpen
When
User-configured periodic review
People
Current emergency-plan owners
Next
Make a copy to add the missing schedule, current responsibility, or local applicability choice.

Automatic outward actions: Not included.

Quarterly report review

Ensure current quarterly reports are available, reviewed, and connected to actionable follow-through.

Needs setupActiveOpen
When
Quarterly report window
People
Current report owners and reviewers
Next
Make a copy to choose an exact schedule or connect the current Calendar event.

Automatic outward actions: Not included.

Annual budget preparation

Track annual budget milestones, responsible leaders and clerks, review points, decisions, and completion.

Needs setupActiveOpen
When
Annual user-confirmed budget cycle
People
Current authorized leaders and clerks
Next
Make a copy to choose an exact schedule or connect the current Calendar event.

Automatic outward actions: Not included.

Required training and policy reminders

Track applicable training and policy due windows and completion evidence.

Needs setupActiveOpen
When
Applicable training or policy due window
People
Current affected roles
Next
Make a copy to add the missing schedule, current responsibility, or local applicability choice.

Automatic outward actions: Not included.

Inbox, reports, and communications

Recommendations

0

NephAI found repeated work or a useful improvement. Nothing changes until you accept or edit a recommendation.

No current recommendations.

Paused

2