AI-Agents for Fundraisers in Scheduling working with Microsoft Office 365
Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
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.
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
