1
Pull all active grants from Salesforce and flag any with a reporting deadline in the next 30 days that don't have a draft report started in Notion yet.
Persona
Nonprofit Ops
AI for nonprofit ops, connected to the tools you actually use.
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2
Reconcile this month's program spend from QuickBooks against the budget in Google Sheets — highlight any line item that's more than 15% over or under budget.
3
Draft the Q3 donor impact letter for our top 20 donors — pull program outcomes from Notion and giving history from Salesforce into our standard two-page format.
4
Show me every Mailchimp email we sent in the last quarter, sorted by open rate — flag anything under 18% and tell me what was different about those sends.
5
Pull all grant applications we submitted in the last 12 months from Notion and tell me which ones are still pending, which were awarded, and which were declined.
6
Summarize Brex transactions from the last month by program area and flag any vendor charges that don't have a receipt uploaded yet.
7
Draft the board meeting packet for next Thursday — pull financials from QuickBooks, grant pipeline from Salesforce, and program updates from Notion into our standard agenda format.
8
Find every donor in Salesforce who gave last year but hasn't made a gift yet this year — draft a personalized re-engagement email for each one.
Common actions
Update a grant record in Salesforce
Send a donor thank-you email via Gmail
Create a QuickBooks expense entry
Archive a lapsed Mailchimp subscriber