# Origamy playbook spec v1. Reference: /playbooks/spec-format/ spec_version: 1 id: church.house-fellowship-routing title: House fellowship routing sector: church source: kind: engagement date: 2026-10-31 ref: eng-2026-10-church-a notes: >- Built for a church on 2026-10-31. A first try matched the address's City or Area against patterns; the church replaced it with a fixed list of areas (one radio question) so nothing depends on spelling, and adding a fellowship means adding one option, one team and one follow-up. This spec is the second design. derived_from: null vocabulary: person: member people: members group: house fellowship summary: >- First-timers and new members choose the area they live in from a short list. Each area belongs to a house fellowship, and that fellowship's leaders get a task to invite the person. People outside the listed areas go to the follow-up team to place by hand. when_to_use: - You run house fellowships, cell groups or small groups by area, and want every newcomer offered one near them. - Each fellowship has a leader or two who can take a task. - You already have a first-timer card or membership form (for example from the First-timer to member playbook). requires: data_in: - how: public_form what: "The area question this playbook adds to your intake forms." channels: [] events: - onboarding.submitted traits: - house_fellowship # set from the area question parameters: - key: fellowships ask: true question: What are your house fellowships, and which area does each cover? help: One line per fellowship. The area text is what people see on the form. label: Fellowships type: list item_fields: key: { type: string, help: "short id, e.g. north" } name: { type: string, help: "the fellowship's name" } area: { type: string, help: "what people choose on the form" } default: - { key: north, name: North, area: North of the city } - { key: central, name: Central, area: City centre } - { key: south, name: South, area: South of the city } - key: intake_forms ask: true question: Which forms should ask for the area? (usually the first-timer card and the membership class form) label: Forms that ask type: list default: [first-timer-card, membership-class] - key: placement_team ask: true question: Who places people who live outside the listed areas? label: Placement team type: team_name default: Follow-up team - key: invite_due_hours ask: true question: How many hours do fellowship leaders have to reach out? label: Hours to invite type: hours default: 72 - key: other_label label: The "somewhere else" option on the form type: string default: Somewhere else - key: team_prefix label: Name prefix for fellowship teams type: string default: "Fellowship: " timings: - The task is created a couple of minutes after the form, so the area is saved on the person first. - Fellowship leaders have {{ params.invite_due_hours }} hours; Origamy reminds them halfway and at the due time. - Every submission that answers the area question routes again, so someone who comes back as a new member is offered a fellowship again. customer_must: - Add each fellowship's leaders to its team (Settings → Collaborators → Teams), and the placement team's people to {{ params.placement_team }}. - Review the area question on each form, then publish the forms. A published question can't change type; to change it later, add a new question with a new key. - "To add a fellowship later: add an option to the area question, create its team and group, and copy one of the fellowship follow-ups with the new area. Or run this playbook again with the new line only." - Switch on one follow-up per fellowship, plus the catch-all. objects: - ref: team_placement kind: team about: Places people who live outside the listed areas. body: { name: "{{ params.placement_team }}" } - ref: team_fellowship kind: team for_each: params.fellowships about: The fellowship's leaders; they get the invitation tasks. body: { name: "{{ params.team_prefix }}{{ item.name }}" } - ref: group_fellowship kind: group for_each: params.fellowships about: The fellowship itself, so members can be added to it once they join. body: name: "House fellowship: {{ item.name }}" group_type: cell status: active description: "House fellowship for {{ item.area }}." - ref: fields_area kind: form_fields title: Area question on each intake form target: { param: intake_forms } # a list: the same fields go on each form insert_after: home_address about: Adds "Which area do you live in?" (one choice) and a free-text area for "somewhere else" to each intake form. body: fields: - id: f_fellowship_area key: fellowship_area type: multiple_choice label: Which area do you live in? help: So we can connect you with a house fellowship near you. required: true maps_to: { mode: custom, key: house_fellowship, trait: true } options: - $each: params.fellowships $value: { value: "{{ item.key }}", label: "{{ item.area }}" } - { value: other, label: "{{ params.other_label }}" } - id: f_other_area key: other_area type: short_text label: Your area or city required: true maps_to: { mode: custom, key: other_area, trait: true } visible_if: { source: form_answer, key: fellowship_area, op: eq, value: other } - ref: wf_route kind: workflow for_each: params.fellowships about: When someone chooses this fellowship's area, its leaders get a task to invite them. body: name: "Fellowship: {{ item.name }} placement" description: "When a form answer picks {{ item.area }}, the {{ item.name }} fellowship gets a task to invite the person." enabled: false trigger_type: event trigger_config: { event_name: onboarding.submitted } steps: - { id: s1, type: filter, config: { condition: { type: form_answer, trait_key: fellowship_area, cond_operator: eq, value: "{{ item.key }}" } } } - { id: s2, type: delay, config: { duration: 2m } } - id: s3 type: human_task config: human_task: title: "New in your area: {{ traits.first_name }} {{ traits.last_name }}" instructions: |- {{ traits.first_name }} {{ traits.last_name }} chose an area covered by the {{ item.name }} house fellowship. Phone: {{ traits.phone }} Please reach out, invite them to the fellowship, and add them to the House fellowship: {{ item.name }} group. Mark Contacted or Could not reach, with a short note. assignee_refs: [{ type: team, id: "{{ ref.team_fellowship.id }}" }] strategy: all completion_policy: first_response_wins outcome_options: - { id: contacted, label: Contacted, intent: positive } - { id: not_reached, label: Could not reach, intent: negative } due_hours: "{{ params.invite_due_hours }}" wait: false notify: immediate re_entry_policy: every_time re_entry_cooldown_hours: 0 goal: {} exit_conditions: [] - ref: wf_other kind: workflow about: People who chose "somewhere else" go to the placement team. body: name: "Fellowship: other areas, place by hand" description: People outside the listed areas go to the placement team to place by hand. enabled: false trigger_type: event trigger_config: { event_name: onboarding.submitted } steps: - { id: s1, type: filter, config: { condition: { type: form_answer, trait_key: fellowship_area, cond_operator: eq, value: other } } } - { id: s2, type: delay, config: { duration: 2m } } - id: s3 type: human_task config: human_task: title: "Place in a house fellowship: {{ traits.first_name }} {{ traits.last_name }}" instructions: |- {{ traits.first_name }} {{ traits.last_name }} ({{ traits.phone }}) lives in "{{ traits.other_area | default: "an area not on our list" }}", which no house fellowship on the list covers. Please find the nearest fellowship (or an online one) and pass their details to its leader. assignee_refs: [{ type: team, id: "{{ ref.team_placement.id }}" }] strategy: all completion_policy: first_response_wins outcome_options: - { id: placed, label: Placed, intent: positive } - { id: no_fellowship, label: No fellowship nearby, intent: neutral } due_hours: "{{ params.invite_due_hours }}" wait: false notify: immediate re_entry_policy: every_time re_entry_cooldown_hours: 0 goal: {} exit_conditions: [] eval: name: 61_church_house_fellowship_routing mode: task vertical: church prompt: >- Our house fellowships take members by location: North, Central and South. Add an area question to the first-timer card and the membership class form, and when someone picks an area, give that fellowship's leaders a task to invite them. Anyone outside those areas should go to the follow-up team to place by hand. How do we add a fellowship later? expect_artifacts: [workflow, team, form] forbid_terms: [discount, cart, checkout, purchase, revenue, customers]