AI-Agents for Fundraising working with Podio
Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
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 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 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.
12 toolsTag supporter newsletter links and flag pages that miss the message.
You get a newsletter draft with consistent email tracking links and clear notes on destinations that need your review.
12 toolsSend approved donor mailings and flag 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 toolsScreen supporter signups before they enter welcome emails.
Your welcome queue gets confirmed signup addresses, while a daily report shows you which signups need review.
4 tools
