Automate the busywork.
Focus on the mission.
Much of a knowledge worker's time goes to tasks that don't require their judgment.
Let's talkAutomation Examples
Updates to your Board
- Key data is automatically gathered from multiple systems
- The reports is created from a template defined by your team
- It is distributed to stakeholders on at the appropriate cadence
- Open and read status are tracked, as well as any responses
Communications & Social Media
- A shared content calendar is created
- Posts queued and published from this calendar calendar
- Your team is notified of any engagement trends that are out of the ordinary
- Summaries of the week's engagement are generated automatically
Donor Acknowledgment & Receipts
- A personalized thank-you is created for each gift
- The receipt for tax-deductibility is generated and delivered instantly
- Your database entry for that donation is automatically created
- You are alerted for gifts that need personal follow-up
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