AI and Automation Consulting for Nonprofits
What is AI and Automation Consulting?
We believe that nonprofit teams should spend more time focusing on mission-driven work and not tedious tasks or inefficient workflows. In discovery, we help you identify processes and workflows that can be improved through automation and AI. Examples include:
- Volunteer intake, approval, and scheduling
- Volunteer, donor, event attendee, or participant FAQs
- Managing and responding to constituent email inquiries
- Staff knowledge sharing
How Do We Build Our Solutions?
We use industry standard tools like ChatGPT, Zapier, Jotform, and Instabot to optimize and automate the processes you identify to streamline.
Our solutions typically involve capturing data through forms or chat interfaces, moving data between systems, decisioning on data, and engaging with constituents and staff via email or chatbots.
We can also integrate and build solutions within your existing tools, including Microsoft Power BI, Copilot, WordPress, and Gemini.
What We Offer
Strategic Consulting
We'll assess operational inefficiencies, identify opportunities for improvement, and provide a roadmap that aligns with your goals.
Hands-On Implementation
From configuring tools to building custom solutions, we take care of the technical lift using tools like ChatGPT, Copilot, Zapier, RE NXT, Jotform and Instabot.
Staff Training & Change Management
We help your team adopt AI tools with confidence, ensuring long-term success.
AI Use Cases for Nonprofits
We help clients improve efficiency across a variety of functional areas.
Internal Knowledge Share
Streamline knowledge share across teams and and staff
Content Production
Automate blog drafting, campaign messaging, newsletters, and more to keep content fresh without overloading staff
Volunteer Onboarding
Streamline onboarding, qualification and scheduling process for volunteers
Grant Writing Assistance
Speed up the research and drafting process using AI prompts and summarization tools tailored to your programs
Streamline FAQs
Streamline answers to emails and FAQs from volunteers, donors, clients, event attendees, or participants FAQs
Donor Journeys
Map and automate multi-step donor stewardship plans, triggered by behavior, giving history, or campaign response
Ready to optimize your use of AI?
Contact us today to start the discussion.
Our AI & Automation Work
- Richstone Family Center depends on volunteers to support many of its programs, but their screening process involved a lot of manual work. Staff had to read through every application, figure out where someone might be a good fit, note any concerns, and then follow up to schedule interviews. It was effective, but time-consuming for Richstone staff, and it slowed down how quickly new volunteers could get involved.
- We helped Starting Right Now transform a manual, PDF-based approval process into a seamless Jotform workflow—saving time, reducing errors, and improving transparency.
- Discover how Doing Good Digital helped Ovarian Cancer Canada automate WordPress form integrations with Luminate Online—eliminating manual uploads, saving hours each month, and delivering instant welcome emails to new supporters.
