Troika Automation
The Ministry Operations Hub
Built inside TaMOS — not a separate tool. The automation brain for churches, marketplace ministries, and formation leaders. Premade playbooks. Unified timeline. Formation-first, always.
Why Automation Is Different Here
Every ministry tool optimizes for more activity.
Troika Automation optimizes for formation.
Planning Center. Breeze. Subsplash. Pushpay. All excellent for running the operational church. None ask the formation question: what is the Lord forming in this person right now, and what next step invites them deeper?
Troika Automation answers it. Every workflow is mapped to an ABC dimension (Attitude · Behavior · Character). Every message is pastoral, not promotional. Every trigger is an opportunity to honor a formation moment, not exploit an engagement metric.
Six Premade Playbooks
Ready to activate the day you start
Each playbook is Scripture-anchored, ABC-mapped, and pastoral in tone. Activate any in one click. Customize messages. Test in simulation mode before going live.
Guest Follow-Up Journey
21 daysWelcome SMS → email with next steps → pastor task → caring check-in → pastoral dashboard alert
New Believer Discipleship
14+ daysWelcome → Mind of Christ course enrollment → weekly encouragement → small group + baptism invitation
Volunteer Onboarding
30+ daysApplication SMS → training modules → team leader connection → monthly appreciation
Giving Journey
90+ daysThank you SMS → stewardship email → recurring giving invitation → faithful-giver recognition
Birthday Celebration
DailyDaily check for birthdays → personalized SMS blessing with optional pastor video
Inactive Re-Engagement
21 days4-week absence detected → caring check-in → event invitation → pastoral alert for personal call
Capabilities
What's in the Hub
Unified Person Timeline
Every contact has one timeline showing messages, tasks, workflow runs, course enrollments, giving moments, and pastoral touches — the whole person in one view.
Visual Workflow Builder
Build automations without code. Trigger → conditions → steps. Simulation mode lets you test safely before going live. Six ministry playbooks seeded and ready.
Native Messaging
SMS (Twilio), email (Resend), and push notifications fire directly from workflows. Merge fields make every message personal. Two-way SMS with keyword triggers.
Secure File Storage
Private bucket with signed URLs (1-hour expiration). Admin-only access. Sermon scripts, video assets, curriculum, pastoral notes — all locked to your leadership.
Voice Agent Integration
ElevenLabs webhook exposes six operations for conversational AI: person lookup, SMS send, course enrollment, timeline logging, and workflow triggering.
Kanban + Calendar Views
Pipeline and tasks can switch between table, Kanban board (drag-and-drop), or calendar. Ministry operations organized the way your brain already works.
The Troika Distinctive
“Formation is the metric. Fruit is the evidence. Character is the credential.”
The only ministry automation platform built around formation instead of engagement.
Ready to bring Troika Automation to your church?
Phase 1 Seeder partnerships are currently invitation-only. If you pastor a church, marketplace practice, or training organization and want to explore a pilot, reach out.