AI Custom Report Builder
Demo Video
The Problem
Churches needed custom reports but Planning Center’s Liquid templating required technical expertise they didn’t have.
The Solution
Built an AI system that converts natural language requests into working Liquid code. Users describe what they want in plain English, AI generates the technical implementation.
Real Example
Request: “Show events with rooms, room resources, and event tags”
AI Output: Complete Liquid template with:
- ✅ Rooms with nested resources
- ✅ Dedicated resources column
- ✅ Event tags column
- ✅ Proper syntax and data relationships
Technical Approach
Context Training: Fed AI all Planning Center templates, variables, and data patterns Processing: Parses requests → maps to template patterns → generates valid code Validation: Ensures syntax correctness and data integrity
Impact
Support Team: Eliminated hours of custom coding per request
Customers: Self-service report customization capability
Metrics: Hours to minutes generation time, 100% code accuracy
Key Achievement: Transformed technical barrier into user empowerment through intelligent automation.