A referral directory of local support services

Local support services sorted by what they help with, for referrals.

MediumMonthlyAI

Non-profits, charities & humanitarianNon-profitPublic sector

Use this template

What it does

Every quarter: non-profits, social services, shelters and support organisations in your city, sorted by xMap AI by what they help with, kept in a Google Sheet your caseworkers use for referrals.

In one sentence: Monthly on the 1st at 08:00, in Chicago, find non-profit organizations, social services organizations and 2 more in the area, clean up their categories, remove duplicates, then add row in Google Sheets and email the list to you.

Why it is useful

Caseworkers lose time finding the right service. A current directory sorted by need makes every referral quicker.

Who it is for

Non-profits, charities & humanitarian. NGOs, charities, aid agencies and community groups who need to reach people in need, find partners and report their impact. Every use case for non-profits & humanitarian

Best use cases

  • A social services department
  • A homelessness charity
  • A hospital discharge team

What each run gives you

  • A Google Sheet

The time it saves

Monthly on the 1st at 08:00. Doing the same work by hand takes about 90 minutes each time; it runs about 1 time a month, so it saves about 2 hours a month (an estimate). It is medium: 7 blocks.

The flow, block by block

  1. On the 1st of every monthTrigger · ScheduleStarts the flow on a timetable.
  2. My cityWhere · Area of interestSets where the flow looks: countries, cities or specific places, or areas you draw on a map.
  3. Support organisationsxMap data · Nearby placesPlaces around a point from xMap’s own places database (300M+ places, refreshed every month): pick the types of place (more than 5,000, such as Restaurant, Cafe, Pharmacy, Hospital or Gas station, or a whole group of them) and how far to look.
  4. Sort by what they help withxMap AI · Place classifierAssigns clean categories and merges duplicate places.
  5. Each organisation onceLogic · Remove duplicatesKeeps one of each item when the same one arrives more than once, for example from two searches that overlap.
  6. Update the referral directoryApp · Google SheetsCreate, edit, and collaborate on spreadsheets online
  7. Email me the resultsAction · EmailSends one email per run with all the items, or one email per item.

Every block can be changed after you use the template: the city, the type of place, the score, where the results go.

Use it now

Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.

How to set it up

More for Non-profits, charities & humanitarian