AI-Agents for Outreach Coordinators in Fundraising

Agents help Outreach Coordinators keep contact lists current and campaigns moving.

Send Mail Merge Batches

Send approved outreach batches and show exactly which rows need review.

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 outreach once per recipient and flag rows needing fixes.

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
Compile SMS Delivery Reports

Find contacts whose campaign texts failed or still lack a receipt.

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

Email approved contacts from Excel and identify rows needing follow-up.

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 outreach emails to checked contact lists.

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 outreach to a saved group without duplicate addresses.

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 outreach to the chosen contact group once per address.

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

Works with20 tools
Send Mail Merge

Send approved outreach to eligible contacts and report skips.

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 personalized outreach to eligible contacts in saved groups.

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

Resume outreach to unsent contacts and flag uncertain addresses.

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
Report Email Delivery Failures

Prepare a clean list of failed outreach email addresses.

Get a daily email delivery failure report with addresses for follow-up, stated reasons, and delays kept separate.

Works with4 tools
Send Excel Mail Merge

Send approved outreach after checking the do-not-contact list.

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
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