AI-Agents for Fundraisers in Customer Messaging

Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.

Send Mail Merge

Send approved donor emails and flag contacts missing personal details.

Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.

Works with11 tools
Send Mail Merge Batches

Send approved donor emails and flag contacts with missing details.

Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.

Works with15 tools
Send Mail Merge Emails

Send approved donor emails and spot addresses needing correction.

Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.

Works with14 tools
Send Mail Merge Emails

Send approved donor outreach and flag missing contact details.

Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.

Works with12 tools
Send Scheduled Mail Merge

Send approved donor emails to eligible supporters and log exceptions.

Your mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.

Works with15 tools
Send Scheduled Mail Merges

Send approved donor outreach to eligible supporters on schedule.

Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.

Works with12 tools
Send Workbook Mail Merge

Send personalized donor appeals and flag contacts needing correction.

You get personalized emails sent from your workbook tab, with sent rows marked and problem rows called out for you.

Works with12 tools
Compile SMS Delivery Reports

Show which donor campaign texts arrived and which need follow-up.

See who received your campaign texts in your campaign sheet. Find failed texts and people who need follow-up.

Works with7 tools
Send Excel Mail Merge

Send approved supporter emails and flag incomplete contact rows.

Your mail merge from Excel uses your work mailbox, and a results workbook shows which recipient rows need attention.

Works with18 tools
Send Mail Merge Emails

Send approved donor emails and flag incomplete recipient rows.

Your reviewed mail merge goes out as personal emails, with a clear card report for sends and rows that need fixing.

Works with21 tools
Send Group Mail Merge

Send approved donor emails individually and see who was skipped.

Your usable contacts get personalized emails, and you get a clear report of every send, skip, and failure.

Works with12 tools
Send Group Mail Merge

Send approved donor messages and flag duplicate addresses.

Your group mailing goes out from the team mailbox, with duplicate addresses skipped and a reply showing sends and exceptions.

Works with20 tools
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