Settings

Stake council

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

Missionary interview administration

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

Stake presidency meeting

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

Counselor portfolio review

Maintain regular review with each counselor for assigned portfolios.

Coordinating council

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

Stake bishops' council

Maintain the bishops' council rhythm and preparation.

Organization-president meeting

Maintain your desired rhythm with a current stake organization president.

Stake president and mission president meeting

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

Calling or ordination interview administration

Coordinate authorized interview appointments and required administrative follow-through.

Temple recommend interview blocks

Protect and coordinate interview availability.

Regular bishop interviews

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

High council

Keep High Council meetings and assignment review moving.

Talk and training preparation

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

Ward conference program

Ensure one annual conference workflow for every current ward.

Stake organization leadership meetings

Ensure each applicable organization leadership meeting is scheduled and prepared.

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

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

Leader visit readiness

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

Stake priesthood leadership meeting

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

Stake conference

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

Stake general priesthood meeting

Schedule and prepare the annual stake general priesthood meeting.

Executive-secretary scheduling

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

High-council assignment follow-through

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

Executive-secretary coordination and routing

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

Universal role-based delegation

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

Missing acknowledgment

Obtain acknowledgment of a provider-accepted assignment.

Completion confirmation

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

Bishop or unit request routing

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

Counselor portfolio assignment

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

Expected report or deliverable

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

Stalled work and blocker escalation

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

Missionary candidate administrative pipeline

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

Returning missionary follow-through

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

Missionary departure and release pipeline

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

Calling and release administration

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

Temple and family-history initiative readiness

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

Melchizedek Priesthood recommendation and ordination pipeline

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

Missionary and new-member initiative readiness

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

Membership-record audit administration

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

Meetinghouse issue routing

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

Tithing-declaration completion verification

Track tithing-declaration administrative completion and scheduling.

Monthly financial-statement review

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

Financial audit and correction follow-through

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

Emergency-plan review

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

Quarterly report review

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

Annual budget preparation

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

Required training and policy reminders

Track applicable training and policy due windows and completion evidence.

Communications and public response

Prepare public-response information, the draft response, the required human decision, authorized coordination, and follow-through.

Community and service coordination

Track agreed community and service initiatives, partner communication, assignments, readiness, and follow-through.

Same-thread routine follow-up

Follow up on an already authorized outcome after the configured interval when current evidence still warrants it.

Weekly stewardship brief

A private, source-linked stewardship brief is ready before the working week begins.

Readiness status request

Request ordinary, minimum-necessary readiness information for a significant event or initiative under an active Automation.

Meeting-action capture

Turn actual agreed outcomes from meeting correspondence into canonical Tasks with owners and evidence.