AI-Agents for Fundraisers in Data Quality working with Microsoft Office 365

Check forms for missing details, return them for correction. Every one is ready to run, and you can adjust it in plain language.

Send Mail Merge

Send approved donor outreach and flag unusable addresses.

Your mail merge goes out from the team mailbox, with a clear account of sends, skipped contacts, and messages needing review.

Works with17 tools
Send Mail Merge Emails

Send approved donor emails to eligible contacts in a saved group.

Your mail merge uses a saved contact group, sends personalized emails from your mailbox, and reports every send, skip, or failure.

Works with14 tools
Finish Mail Merge

Send revised donor appeals without repeating earlier sends.

Your mail merge reaches the people still waiting after you approve a revision, with earlier recipients skipped and a report on anything that needs fixing.

Works with5 tools
Send Excel Mail Merge

Send approved donor appeals and report excluded addresses.

Your Excel mail merge goes out after address and do-not-contact checks. You get a row-by-row report of sends and exceptions.

Works with6 tools
Send Excel Mail Merge

Send approved appeals to new supporters and skip prior sends.

Your Excel mail merge reaches new recipients without repeating earlier sends, and you get a clear list of rows that need fixing.

Works with5 tools
Send Mail Merge

Send approved donor appeals and return results beside each contact.

Your mail merge goes out from the mailbox you choose, and your recipient spreadsheet comes back with results beside every row.

Works with5 tools
Check Email Addresses

Check donor emails before personal follow-up.

See which new contact emails are usable for outreach. Review uncertain addresses and duplicates before anyone sends a message.

Works with4 tools
Verify Email Addresses

Check donor email lists and explain each contact held back.

Get a campaign send list you can review. See the reason for every contact left out.

Works with4 tools
Verify Signup Emails

Confirm supporter signups before welcome emails begin.

Your welcome queue gets confirmed signup addresses, while a daily report shows you which signups need review.

Works with4 tools
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