AI workflows for charities and nonprofit organizations.

Organizations that run programs for a cause, funded by donations, grants and members.

Who does this work

  • Executive director
  • Development director
  • Program manager

5 workflow templates ready to adapt, and 23 workflows identified.

Updated

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Examples of the workflows identified
  1. Draft a progress report for a funder
  2. Draft the board minutes
  3. Map program activities to intended outcomes
  4. Prepare shift and roster options for expected demand
  5. Prepare the restricted gift rollforward

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Draft a progress report for a funderA grant report with a narrative and evidence index against the award's reporting requirements.Workflow templateDraft the board minutesWritten for a nonprofit board secretary, with quorum, motions and votes recorded the way a nonprofit board approves them.Workflow templateMap program activities to intended outcomesProgram activities, funder reviews and evaluations of a charitable program.Workflow templatePrepare shift and roster options for expected demandFills event roles from volunteers' availability replies rather than paid staff.Workflow templatePrepare the restricted gift rollforwardDonor restrictions govern what each fund may be spent on and when it is released.Workflow template
Abstract a signed agreement into its terms, dates and obligationsThe agreement is a grant award, turned into a staff checklist of funded deliverables, reporting dates, budget lines and internal owners.Illustrative · not built yet
Check a new intake is complete and hand it onA recipient's request for groceries, transport or similar support goes to a volunteer coordinator showing only what was asked.Illustrative · not built yet
Check cost coding against the grant allocation basisRestricted awards limit which programs and cost types each grant may pay for.Illustrative · not built yet
Compare supplier quotes on the same basisQuotes for program equipment, transport or event support are checked against what the program actually needs and its delivery dependencies.Illustrative · not built yet
Define a new role in a hiring briefThe role is created by a grant or program plan, so the work and pay must match what is funded.Illustrative · not built yet
Draft event invitations and follow-upsCommunity workshops and open houses, with how to ask for help.Illustrative · not built yet
Find work only one person can cover and plan cross-trainingA program depends on one staff member, often grant-funded, and coverage must keep services running.Illustrative · not built yet
Show all 23 workflows
Plan a new employee's onboardingA cohort of volunteers rather than employees, with role boundaries and practice scenarios for their first session.Illustrative · not built yet
Prepare a call with a prospective volunteerVolunteer recruitment, matched to orientation slots instead of a hiring process.Illustrative · not built yet
Prepare a funder change requestThe baseline is a grant award, and the change needs the funder's approval.Illustrative · not built yet
Prepare the board meeting packReports come from program and development staff and the packet must suit a volunteer board's governance duties.Illustrative · not built yet
Prepare the replenishment orderProgram supplies are replenished against the plan for the next sessions rather than sales.Illustrative · not built yet
Prepare the rolling cash forecastGrant receipts are uncertain in timing, so program commitments are set against confirmed and unconfirmed inflows.Illustrative · not built yet
Reconcile two reported values of the same metricCompares attendance, service or outcome counts across program reports, where duplicates, missing periods and differing definitions are the usual causes.Illustrative · not built yet
Review a milestone's readinessThe opening is a workshop or distribution day depending on venue, supplies, volunteers and partner commitments.Illustrative · not built yet
Synthesize research and feedback into themes for a decisionFeedback from program participants, volunteers and partners, anonymized for the program review.Illustrative · not built yet
Verify the equipment register against holdingsLaptops and projectors bought for programs, some now closed, may still be assigned to them.Illustrative · not built yet
Write a project or customer story from approved evidenceA program story for a newsletter or website, with participant quotes needing permission or verification.Illustrative · not built yet

Workflow templates

Funder report draftBefore a funder report is due, the grants manager gets a draft written to the funder's own questions, with every number tied to a record, an index of the evidence behind each statement and a list of what is still unanswered. People verify it, approve it and submit it.Workflow templateBoard minutes draftAfter a board meeting, the secretary gets draft minutes built only from what they supply: notes, agenda, motion text and vote record. Attendance, motions, votes, documents and actions are laid out, and every gap is marked for the secretary to settle.Workflow templateProgram outcome mapBefore an evaluation, the program and evaluation leads get one map linking each activity to the outcome it is meant to serve, with proposed measures, data sources, assumptions and the questions the evidence cannot yet answer. It claims no impact.Workflow templateVolunteer shift optionsA volunteer lead gets draft shift options once an event's availability replies are in: each role's needs set against who volunteered, the requirements on record and the shifts already confirmed, with every uncovered position shown. The lead checks and confirms; nothing is assigned or sent.Workflow templateRestricted gift rollforwardThe finance lead gets a working schedule for one named restricted fund: opening balance, recorded gifts, coded expenditure and closing balance, with every unresolved difference listed from the gift agreement summary and the ledger detail. Nothing is posted.Workflow template

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Where to go next

All of nonprofitsEvery area of the industry, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

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