Relationship with the territory: how companies and foundations record, respond and report
Companies and foundations with ties to a territory bring into one flow what the community says, how supported organizations are doing, and their indicators: forms and WhatsApp feed one base, rules and AI blocks classify the answers, and the team reviews before the dashboard and report go out. CORRE.SOCIAL builds this flow without code.
Example flow
Inputs
- Form
- WhatsApp
- Spreadsheet or database
- Documents
No-code blocks
- Filters
- Conditional
- Classify with AI
- Transform with AI
Outputs
- Dashboard and report
- Ready document
- Send e-mail
Platform blocks for a follow-up and reporting routine. We have not published a case of this type yet; the cases below use the same blocks in other contexts.
Who it is for
Companies, institutes and foundations that invest in social programs and keep ties with communities, and need to record what they hear, follow the organizations they support and report indicators without redoing everything by hand each cycle.
What changes
- From scattered data to an always up-to-date dashboard. Indicators arrive through the routine, not through a survey at the end of the period.
- From the forgotten deadline to follow-up. Each call and each deadline is tracked, with an e-mail draft for each supported organization.
- From the redone report to a report ready to review. The rules check the supporting documents and the report arrives ready for the team to review.
Cases with the same blocks
- CaseICOM at Transforma Frei Damião: field data collection from phone to database, with CORRE.SOCIALHow ICOM – Instituto Comunitário Grande Florianópolis uses CORRE.SOCIAL no-code flows for field data collection in the Transforma Frei Damião project (BNDES Periferias), in Palhoça (SC).Read the case
- CaseLab Nova Longevidade and Ashoka: 1,000+ hours automated in the ecosystem mappingHow the Lab Nova Longevidade 2026 Mapping, with Ashoka, automated assessments and recommendations for hundreds of social entrepreneurs, using CORRE.SOCIAL no-code flows.Read the case
Frequently asked questions
Does it work for companies and foundations that support organizations?
Yes. The flow covers the call for projects, the report of each supported organization and the single dashboard, updated by the routine.
What about the ESG report?
The supporting documents are read, the rules check them, and the sustainability report arrives ready to review. The AI writes the draft, and the team reviews it.
Why not just use a CRM, Zapier, or ChatGPT?
They each solve one piece. CRMs are built for sales, generic automation gets expensive as volume grows, and AI assistants don't know your data. Here, data collection, rules, AI, and reports live in the same flow.
How do you handle personal data and LGPD?
We ask for consent at the point of collection, every action is logged, and we sign a data processing agreement before we start.
Does the platform replace my team?
No. It takes on the repetitive work, like copying data, building reports, and sending reminders. Your team stays in charge of serving people.