WORKFLOW
AUTOMATION
STOP DROWNING IN MANUAL TASKS.
We build custom workflow automation systems that streamline your donor management, connect your tech stack, and leverage AI for nonprofits to multiply your impact.
THE HIDDEN COST OF ADMIN
Nonprofit burnout is real. In my years working with mission-driven organizations, I've seen brilliant program directors spending half their day copying and pasting data from spreadsheets to CRMs. I've seen development officers missing critical follow-up windows because they were buried in email.
This isn't just an annoyance; it's a drain on impact. Every hour spent on manual data entry is an hour not spent on program delivery or major donor cultivation.
NONPROFIT MARKETING AUTOMATION AND AI FOR NONPROFITS ARE THE ANTIDOTE. IT'S NOT ABOUT REPLACING HUMAN CONNECTION—IT'S ABOUT GIVING YOUR HUMANS MORE TIME TO BE HUMAN.
CONNECTING THE SILOS
Most nonprofits operate with a fragmented tech stack. You have Mailchimp for emails, Salesforce for donors, Eventbrite for events, and QuickBooks for finance. Rarely do these tools talk to each other effectively.
I specialize in CRM integration. I build bridges between your disparate systems. When a donor gives online, your CRM should know instantly. Your email platform should automatically move them from a "prospect" list to a "donor" list. Your finance team should get a report.
Whether you are using heavy hitters like Blackbaud Raiser's Edge and Salesforce, or modern tools like Virtuous and Bloomerang, I can architect a data flow that ensures a single source of truth for your organization.
NONPROFIT CRM COMPARISON
Wondering which donor management system is right for your organization?
SALESFORCE NPSP
HUBSPOT
BLOOMERANG
LITTLE GREEN LIGHT
Not sure which nonprofit donor database is right for you? I can help you evaluate your needs, select the right platform, and handle the entire migration and setup process.
HIGH-IMPACT AUTOMATION
What does workflow automation actually look like in practice? Here are some of the most common and high-value systems I build for clients:
INSTANT STEWARDSHIP SEQUENCE
THE PROBLEM:
A donor gives online at 8 PM on a Friday. They get a generic receipt, but no personal thank you until Monday (or later).
THE SOLUTION:
An automation triggers immediately upon donation. It sends a personalized email from the Executive Director. It creates a task in the CRM for a board member to make a thank-you call. It sends a text message to the Development Director alerting them of a major gift.
THE RESULT:
Donor retention can improve because the donor feels immediately seen and valued.
AI-POWERED LAPSED DONOR REACTIVATION
THE PROBLEM:
Donors who haven't given in 12 months drift away because no one notices.
THE SOLUTION:
AI for nonprofits analyzes donor behavior patterns to predict lapse risk before it happens. An automation monitors "Last Gift Date" and engagement signals. When a donor hits the 365-day mark without giving, they automatically enter a personalized re-engagement email sequence. AI determines the best send time and message variation for each donor.
THE RESULT:
You can systematically re-engage lapsed donors with intelligent, personalized outreach that reduces manual follow-up.
VOLUNTEER ONBOARDING
THE PROBLEM:
Potential volunteers sign up but lose interest while waiting for manual background checks and scheduling.
THE SOLUTION:
A form submission triggers a digital waiver signature request (DocuSign). Once signed, it triggers a background check link. Once cleared, it sends a link to schedule an orientation.
THE RESULT:
A frictionless experience that gets volunteers active faster.
AI-ENHANCED DONOR INSIGHTS
THE PROBLEM:
You have thousands of donors in your database but no clear sense of who to prioritize for major gift cultivation.
THE SOLUTION:
Artificial intelligence for nonprofits analyzes your entire donor database to score each contact based on capacity, affinity, and engagement. The AI identifies patterns that humans miss—like donors who consistently give small amounts but have wealth indicators suggesting major gift potential.
THE RESULT:
Your development team can focus energy on the right prospects at the right time, improving the odds of better conversations and stronger asks.
THE TECHNOLOGY STACK
I use a mix of "No-Code," "Low-Code," and AI-powered tools to build these systems. This means you aren't reliant on a developer for every small change in the future.
ZAPIER & MAKE
The glue of the internet. I use these platforms to build visual workflows that connect your apps. No coding required, but powerful enough to handle complex integrations.
AI & MACHINE LEARNING
I integrate <strong>AI for nonprofits</strong> solutions that analyze donor behavior, predict giving patterns, and personalize communications at scale. These models learn from your data to continuously improve recommendations.
CUSTOM API SCRIPTS
When the out-of-the-box integrations aren't enough, I write custom scripts to handle complex logic or unique data transformations. Built specifically for your needs.
DATA CLEANING TOOLS
Automations that standardize phone numbers, capitalize names correctly (no more "dear jOHN"), and deduplicate records. Clean data means better insights and fewer errors.
DONOR MANAGEMENT STRATEGY
Automation is only as good as the strategy behind it. Before we build a single workflow, I audit your current donor management systems.
We map out the entire donor journey. Where are the friction points? Where are we losing people? Where is your staff wasting time?
I often help organizations migrate to better CRMs with built-in AI capabilities. If you are still running a multimillion-dollar nonprofit on Excel or a legacy system that hasn't been updated since 2005, it's time to move. I handle the data migration, the setup, the automation architecture, and the integration of AI for nonprofits tools to ensure your new system is an intelligent powerhouse from Day 1.
FREQUENTLY ASKED QUESTIONS
Real questions. Real answers.
Workflow automation is the use of technology to perform repetitive tasks automatically. For nonprofits, this means automatically sending thank-you emails when donations come in, syncing data between systems, triggering follow-up tasks for your team, and routing information to the right people. The result? Your staff spends less time on data entry and more time on mission-critical work.
It depends on your size, budget, and needs. Salesforce is powerful but complex—best for large organizations with technical resources. HubSpot excels at marketing automation. Bloomerang is built specifically for nonprofit donor retention and is easier to learn. Little Green Light is affordable for smaller budgets. I can help you evaluate your needs and select the right donor management system.
A basic CRM integration connecting 2-3 systems can be completed in 2-4 weeks. More complex projects involving data migration, custom workflows, and multiple integrations typically take 6-12 weeks. I provide a detailed timeline during our discovery process.
Yes, and I include training as part of every project. I create custom documentation and video tutorials for your specific setup. Most teams are comfortable managing their automations within 1-2 training sessions. For ongoing questions, I offer support packages.
AI for nonprofits can predict which donors are likely to lapse, identify prospects with major gift potential, personalize email send times for maximum open rates, and suggest optimal ask amounts based on giving history. It's not about replacing human relationships—it's about giving your development team intelligence to focus their efforts where they'll have the most impact.
ROI depends on your workflows, team size, and how much manual work you can remove. As a rule of thumb, if automation saves your team 10 hours per week, that's 520 hours per year. Pair that time savings with faster follow-up, fewer errors, and cleaner data—and many organizations find the investment becomes easier to justify over time.
GET MY TIME BACK
Stop drowning in data entry. Let's build a system that works for you, not the other way around.