Five workflows we look at first
Donor acknowledgments & stewardship
Letters drafted from your CRM in your voice, in a review queue, out within a day instead of a week.
Grant research & first drafts
Funder fit summarized from guidelines; LOI and narrative first drafts assembled from your approved program language and past applications.
Program inquiries & intake triage
The same twelve questions answered consistently from your approved FAQ; new intakes checked for completeness and routed.
Board & funder reporting
Board packets and progress reports assembled from the sources you already keep, on a schedule, chased automatically.
Meetings to action items
Staff-meeting notes turned into owners, due dates, and follow-ups in the tool you already use.
What we won't automate in year one
Eligibility or clinical decisions, anything touching health, legal, or student records, and any communication that goes out without a person's approval. The evaluation screens for these and says so in writing.
Built for how nonprofits are governed.
Donor and participant records stay in your CRM and your own Google or Microsoft accounts; the AI step receives only the fields a letter needs. Funder or contractual rules about where data may be processed are asked about in the first questionnaire and verified before anything is built. And “governance & risk” is one of the six dimensions we score, so your board sees it in the readout, not as an afterthought.
A 14-person youth-arts nonprofit
Eight routine workflows inventoried, ~84 staff-hours a month. Recommended pilot: acknowledgments, inquiry replies, and LOI first drafts sharing one style guide and one review queue. Base-case capacity returned: about 23 hours a month, with acknowledgments out in one day instead of five to seven.
Synthetic training case from our evaluation method; not a client result. Real, permissioned results will appear here as they are measured.
Start with the evaluation.
From $2,500, fixed fee, with a nonprofit line-item discount shown on every quote. You keep the inventory, the scorecard, and the recommendation whatever you decide.
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