Spend Your Day Raising Money, Not Tracking It

Donor research, gift acknowledgments, grant deadlines, and campaign reporting. Describe the task in one sentence, the agent does it across your apps.

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FUNDRAISER AGENT

Research a major gift prospect before the first meeting

Build a prospect list from your lapsed major donors

Send a personalized thank-you for every gift from yesterday

Draft an impact update for donors to a specific program

Show me every grant deadline and report due in the next 60 days

Assemble the campaign progress report without opening a tab

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Any Fundraising Task. One Message. Done.

A donor to research, a thank-you to send, a board report due tonight. Tell the agent what you need and it works across your donor CRM, Gmail, Google Sheets, and 1,500+ apps.

Get Work Done With Simple Chat Messages

Take this prospect: [paste name]. Search the web for their professional background, board memberships, public giving history, and any recent news. Check your donor CRM for any past gifts, event attendance, or prior contact. Estimate a giving capacity range based on what you find. Pull together a one-page prospect brief with their background, likely interests, connection to your cause, and a suggested ask range. Save it to a Google Doc and post a heads-up to the development channel in Slack.||

Prospect brief ready for Eleanor Whitcomb.

Prospect Brief — Eleanor Whitcomb

Field	Detail
Background	Retired hospital system CFO, now board chair at two foundations
Giving History	$25K to a children's literacy org (2024), recurring arts patron
Capacity Estimate	🟢 Major gift range, $25K–$100K
Connection	Daughter attended our after-school program 2019–2021
Prior Contact	Attended spring gala, no direct ask logged

Likely interests: Youth education and literacy, given her past giving and personal connection through her daughter.

Suggested approach:

Lead with the program her daughter went through and where it is now.
Frame the ask around the literacy expansion, her clearest passion.
Suggested ask: $50,000 over two years toward the new reading center.

Flagged: Warm connection but never directly asked. Strong candidate for a personal cultivation meeting before any formal proposal.

👇 Here's what your team could do with a single message.

1.Research a major gift prospect before the first meeting

2.Build a prospect list from your lapsed major donors

Pull every donor from your CRM who gave $1,000 or more in the past but hasn't given in the last 18 months. For each, note their largest past gift, total lifetime giving, last contact date, and what program they supported. Search the web for any recent news suggesting renewed capacity or a life event. Rank them by re-engagement potential and add the list to a 'Lapsed Majors' tab in Google Sheets. Post the top prospects to the development channel in Slack.

3.Screen your donor list for hidden major gift potential

Pull your active donor list from the CRM, focusing on consistent small and mid-level givers. For each, search the web for public signals of higher capacity: professional role, business ownership, property, or board seats. Flag donors whose giving is well below their likely capacity. Add the flagged donors to a 'Upgrade Candidates' tab in Google Sheets with the signal you found and a suggested cultivation step. Post the strongest candidates to the development channel in Slack.

1.Send a personalized thank-you for every gift from yesterday

Pull all gifts logged in your CRM yesterday. For each donor, draft a personalized thank-you that references their specific gift amount, the program they gave to, and their giving history if they're a repeat donor. Match your organization's voice from past acknowledgment letters in Google Drive. Save each draft to Gmail addressed to the donor and log that the acknowledgment was prepared in the CRM. Post a count of thank-yous ready to send to the development channel in Slack.

2.Generate year-end tax receipts for every donor

Pull every donor in your CRM who gave during the tax year. For each, total their gifts, list the dates and amounts, and fill the official tax receipt template in Google Drive with the donor's details and your organization's tax ID. Save each receipt to the donor's folder in Google Drive and prepare an email in Gmail to send it. Log in Google Sheets which receipts were generated so none are missed or duplicated.

3.Catch gifts that came in without being properly coded

Pull all gifts logged in the last 7 days from your CRM. Check each for a missing fund designation, campaign code, or acknowledgment status. Flag any gift that isn't tied to a campaign or hasn't been acknowledged. List the gaps in a 'Gift Cleanup' tab in Google Sheets with the donor, amount, and what's missing. Post the count to the development channel in Slack so they get fixed before the next reconciliation.

1.Draft an impact update for donors to a specific program

Take this program: [paste program name]. Pull the list of donors who gave to it from your CRM. Gather the latest program results and stories from the updates doc in Google Drive. Draft a warm, specific impact update that shows these donors exactly what their gift made possible, with real numbers and a story. Personalize the opening to each donor's giving level. Save the drafts to Gmail and post a note to the development channel in Slack that they're ready to review.

2.Write a stewardship touch for donors with no recent contact

Pull every donor in your CRM who has given before but hasn't heard from you in 90 days and isn't due for an ask. For each, draft a no-ask stewardship message: a thank-you, a quick impact note, or a check-in tied to what they care about. Keep it personal and short. Save the drafts to Gmail addressed to each donor and log the planned touch in the CRM. Post the list to the development channel in Slack.

3.Plan a cultivation sequence for a new major prospect

Take this new prospect: [paste name and context]. Design a 90-day cultivation sequence with the right mix of touches: a welcome, an invitation to see the work, an impact story, and a soft path toward a first meeting. Space them sensibly and tie each to the prospect's known interests. Save the plan to a Google Doc and create the follow-up tasks in your CRM with dates. Post the sequence to the development channel in Slack.

1.Show me every grant deadline and report due in the next 60 days

Pull all active and prospective grants from the grants tracker in Google Sheets. For each, note the funder, the amount, the next deadline, and whether it's an application, a report, or a renewal. Flag anything due in the next 60 days and note whether the prep work has started. Sort by urgency, update the tracker, and post the upcoming deadlines to the development channel in Slack so nothing lapses.

2.Research a foundation before you write the grant proposal

Take this foundation: [paste name]. Search the web and their site for their funding priorities, typical grant size, recent grantees, application deadlines, and any restrictions. Check your CRM for any past relationship or prior grants. Pull together a funder brief with their priorities, how your work aligns, the realistic ask range, and the key proposal requirements. Save it to a Google Doc and post a summary to the development channel in Slack.

3.Show me which major prospects have stalled in the pipeline

Pull all major gift prospects from your CRM with their current pipeline stage and last contact date. Flag any prospect who hasn't moved a stage or had contact in 30 days. For each, note where they stalled and suggest the next best move based on their history. Add the stalled prospects to a 'Pipeline Stalls' tab in Google Sheets and post the list to the development channel in Slack so they get re-engaged.

1.Assemble the campaign progress report without opening a tab

Take the campaign [campaign name]. Pull total raised, number of gifts, average gift size, and progress against the goal from your CRM and the campaign tracker in Google Sheets. Compare against where you were last week and the same point in the last campaign. Break it down by gift level and channel. Write a clear progress summary, update the campaign tab in Google Sheets, and post it to the development channel in Slack.

2.Build the board-ready fundraising report for this quarter

Pull this quarter's total raised, donor count, new versus returning donors, retention rate, and progress to the annual goal from your CRM and Google Sheets. Compare against the previous quarter and last year. Draft a one-page board report in Google Docs with the headline numbers, a short narrative on what's working and what's lagging, and the top gifts of the quarter. Email it to the executive director via Gmail.

3.Break down donor retention and where you're losing people

Pull your donor giving history from the CRM for the last two years. Calculate overall retention rate, first-year donor retention, and which giving levels are leaking the most donors. Identify the point in the donor lifecycle where people lapse. Write the analysis to a Google Doc with the retention numbers and the segments worth focusing on, and post the key findings to the development channel in Slack.

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Set It Once. The Fundraising Busywork Runs Itself.

Thank-yous, lapsed-donor alerts, grant deadline reminders, campaign reports. Running on schedule and on trigger whether you're at an event or out of office.

Automate recurring processes in 30 seconds.

Send a thank-you within hours of every gift coming in

When this happens...

App

CRM

When

When a new gift is logged in your CRM

Then do this...

👇 No workflow builder. Set it up in plain English.

Send a thank-you within hours of every gift coming in

When a new gift is logged in your CRM

When a new gift is logged, draft a personalized thank-you that references the gift amount, the program it supported, and the donor's giving history if they're a repeat giver. Match your organization's voice from past letters in Google Drive. Save the draft to Gmail addressed to the donor and log that the acknowledgment was prepared in the CRM. For any gift over a major-gift threshold, post an alert to the development channel in Slack so a personal call can follow.

Flag donors slipping toward lapsed every Monday

Every Monday at 08:00 AM

Check your CRM for donors approaching their usual giving anniversary or who haven't given in 10 to 12 months and gave before. For each, note their last gift, lifetime total, and what they support. Add them to a 'At Risk' tab in Google Sheets and post the list to the development channel in Slack so they get a stewardship touch before they fully lapse.

Remind you of grant deadlines and reports coming due

Every Monday at 09:00 AM

Pull all active grants from the tracker in Google Sheets. Flag any application, report, or renewal due in the next 30 days. For each, note the funder, the amount, and whether prep has started. Post the week's grant deadlines sorted by urgency to the development channel in Slack so nothing lapses.

Welcome every first-time donor the moment they give

When a first-time donor is added in your CRM

When a donor with no prior giving history makes their first gift, draft a warm welcome message that thanks them, tells them what their gift makes possible, and sets up the relationship without asking for anything. Save the draft to Gmail and add the donor to the new-donor welcome sequence tasks in your CRM so the relationship starts strong.

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Fundraising Playbooks Anyone on Your Team Can Run

Prospect research, year-end receipts, grant tracking, donor stewardship. Same process, same rigor, every single time.

Complete repetitive processes in clicks

Run a full major gift prospect research brief

1. Prospect Details

Prospect Details

Fill fields below 👇

Prospect Name *

Known Connection or Context

Program of Interest

2. Research and Rate the Prospect

Agent

Search the web for Prospect Name: professional background, board memberships, public giving history, and recent news. Check the donor CRM for any past gifts, event attendance, or prior contact. Using Known Connection or Context and Program of Interest where given, identify the strongest tie to the cause. Estimate a giving capacity range and recommend an ask amount with the reasoning. Summarize it all into a clean one-page brief with background, interests, connection, and suggested approach.

3. Log Prospect in Google Sheets

Add Rows to SheetinGoogle Sheets

4. Post Brief Summary to Slack

Send MessageinSlack

👇 See use cases.

1.Run a full major gift prospect research brief

How this Playbook works?

Enter the prospect's name and any context you have. The AI agent searches the web for their professional background, board roles, public giving history, and recent news, then checks your donor CRM for any past gifts, event attendance, or prior contact. It estimates a giving capacity range and identifies the strongest connection to your cause. The findings get assembled into a one-page prospect brief saved to a Google Doc, logged in a 'Prospect Research' tab in Google Sheets, and a summary with the suggested ask range gets posted to the development channel in Slack.

2.Run a year-end tax receipt batch for every donor

How this Playbook works?

Enter the tax year and your organization's tax ID. The AI agent pulls every donor who gave during the year from your CRM, totals each donor's gifts with dates and amounts, and fills the official receipt template from Google Drive with their details. It saves each completed receipt to the donor's folder in Google Drive and prepares an email in Gmail to send it. Every generated receipt gets logged in a 'Receipts' tab in Google Sheets so none are missed or duplicated, and a summary of the batch goes to the development channel in Slack.

3.Build and launch a lapsed donor re-engagement campaign

How this Playbook works?

Enter the lapse window in months and the minimum past gift to include. The AI agent pulls every donor in your CRM who fits that window, groups them by what they used to support and their past giving level, and drafts a tailored win-back message for each group that reconnects them to the impact they once funded. The drafts get saved to Gmail, the lapsed donors get logged in a 'Re-engagement' tab in Google Sheets with their group, and a summary of the segments and counts goes to the development channel in Slack.

4.Prep a grant proposal package for a funder

How this Playbook works?

Enter the funder name and the program you're seeking funding for. The AI agent researches the funder's priorities, typical grant size, recent grantees, and requirements from the web and their site, checks your CRM for any past relationship, and pulls the relevant program results from Google Drive. It assembles a proposal prep package with the funder fit, the recommended ask, the required attachments, and a draft narrative outline. The package gets saved to a Google Doc, the grant gets logged in the tracker in Google Sheets with its deadline, and a summary goes to the development channel in Slack.

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More Time on Donors. Less on the Database.

Describe your fundraising task in one sentence. The agent does it across your apps.

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