AI Automation & Workflow

Cut manual busywork with grounded AI.

We build auditable, grounded AI automations that free your team from repetitive tasks — so they can focus on your mission, not their inbox.

What We Automate

→Donor triage & acknowledgment — Categorize donations, draft thank-you emails, and flag major gifts for personal follow-up
→Grant reporting — Pull data, draft narrative sections, and compile required documents without hallucinations
→Case notes & intake — Structure client information, extract key details, and route to the right team member
→Inbox routing — Classify incoming requests and surface urgent items to the right person, fast

How It Works

We use retrieval-augmented generation (RAG) anchored to your internal knowledge base — policies, past reports, donor history — so every output is traceable and auditable.

No black-box magic. No compliance risk. Just reliable drafts that save your team 1,900+ hours a year.

Key Technologies

RAG

Retrieval-augmented generation anchored to your knowledge base

Agents

Multi-step workflows that reason, validate, and execute

Integration

Connect to your CRM, email, database, and grant platforms

Ready to return hours to your team every week?

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