AI-Agents for Fundraising in Data Quality

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 personalized donor outreach and track each contact's status.

Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.

Works with11 tools
Send Mail Merge Batches

Send approved appeals while excluding donors who opted out.

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 donor outreach and log who was emailed.

Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.

Works with14 tools
Send Mail Merge Emails

Send approved donor emails and show which contacts need correction.

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
Send Scheduled Mail Merge

Send donor mailings to eligible supporters and report list errors.

Your mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.

Works with15 tools
Send Scheduled Mail Merges

Send donor appeals on schedule using current supporter details.

Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.

Works with12 tools
Send Workbook Mail Merge

Send donor campaigns and flag supporter records that need repair.

You get personalized emails sent from your workbook tab, with sent rows marked and problem rows called out for you.

Works with12 tools
Create Tracking Links

Build tagged donation page links for appeals.

Get campaign tracking links ready to copy from your spreadsheet, with your chosen tags added and the landing pages' other URL details preserved.

Works with7 tools
Log Campaign Links

Check tagged appeal links and flag those needing a fix.

Your launch sheet shows which campaign links made it into the register and which need a fix before your team uses them.

Works with7 tools
Send Excel Mail Merge

Send personalized supporter emails and mark rows needing correction.

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 donor appeals to checked recipient 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 donor appeals and explain skipped addresses.

Your usable contacts get personalized emails, and you get a clear report of every send, skip, and failure.

Works with12 tools
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