AI-Agents for Fundraisers in Outreach in Audit Trail working with Microsoft Office 365
File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.
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.
15 toolsSend 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.
18 toolsSend 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.
21 toolsSend 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.
12 toolsSend 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.
20 toolsSend 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.
17 toolsSend 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.
14 toolsSend 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.
5 toolsSend 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.
6 toolsSend 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.
5 toolsSend 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.
5 tools
