WORKFLOW AUTOMATION
Automate the hand-offs nobody has time for.
Most nonprofit automation is small: a reminder, a task, a record update between two systems. Done consistently, those small steps save hours every week.
How it usually works today
- The same data typed into two or three systems
- Reminders that depend on someone remembering
- Tasks lost between email threads
- Automation tools set up once and never maintained
With an operational layer
- Clear 'when this happens, do this' workflows your team can read
- Notifications to the owner, not to everyone
- A record of what each workflow did
- People approve anything sent externally
What stays the same
Automation covers repetitive administrative steps. Donor conversations, funder relationships and decisions stay with people.
See example workflows in the demoYour team has a mission to run.
Your systems should make that easier.
In a 20-minute workflow review we look at one process involving fundraising, grants, reporting or operational data, and point out where integration or automation may reduce manual work. No obligation to change your software.
Already interested in a pilot? Discuss a pilot