AI-Agents for Fundraising in Scheduling working with Microsoft Exchange
Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
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.
15 toolsSend 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.
14 toolsSend 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.
15 toolsSend 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.
18 toolsSend 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.
21 toolsSend approved donor mailings 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 mailings and report unusable addresses.
Your mail merge goes out from the team mailbox, with a clear account of sends, skipped contacts, and messages needing review.
17 tools
