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Home/Services/Process Development and Automation
Automation

Less admin, more fundraising.

We map how your gift operations run today, remove the bottlenecks, and automate the repetitive parts with Microsoft Power Automate.

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Process Development and Automation
Who this is for

Teams drowning in acknowledgement letters, invoice approvals, requisitions and manual stewardship steps.

What is included

Process mapping

Current state, future state, and the gap between them, on one page.

Power Automate

Stewardship triggers, approval flows, invoice and requisition routing, connected to your CRM and Microsoft 365.

Procedures

Written, versioned, owned. So the process survives staff changes.

Controls

Segregation of duties and audit trails built in from the start.

Ways to work together
Option 1

Process review

2 weeks

Interviews, mapping, quick wins.

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Recommended

Automation build

4 to 8 weeks

Two to five flows, tested and documented.

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Option 3

Support

monthly

Monitoring, fixes and new flows as needs change.

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Questions we get asked
What can Power Automate do for a nonprofit?

Automatic acknowledgement triggers, stewardship task creation, approval routing for invoices and requisitions, and syncing between your CRM and Microsoft 365.

Do we need developers?

No. We build in Power Automate and Power Apps, which your team can maintain with training.

Related reading

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Consulting session
Ready when you are

Let's find out what your data can do.

Book a 30 minute discovery call. Tell us about your CRM, your reporting or the staff gap you are covering, and we will suggest a next step. No pitch deck.

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