AI-Agents for Fundraisers in Scheduling working with Gmail

Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.

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
Send Mail Merge Emails

Send approved donor emails and report each contact's send status.

Your campaign emails go out through Gmail after the owner approves the draft. You get a report of every send, skip, and failure.

Works with5 tools
Send Mail Merge Emails

Send approved donor messages and keep outreach status visible.

Your campaign tracker shows which mail merge emails went out and which recipients need your attention.

Works with5 tools
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