Four agents that do the donor follow-up a small team never has time for. They draft; a person approves every message before it reaches a donor.
Preview. The agents are in preview. The drafts and results on these pages are samples from a fictional nonprofit. Every message waits for a person to approve it.
Morning Brief
Waiting on you
Daily prioritizer
The day's highest-impact donor actions, ranked, with the outreach already drafted.
Today
3
donors
Waiting
3
on you
30 days
18
sent
Up next
Maria ChenCall task
The Walsh FamilyInternal brief
Dana OkaforEmail draft
Major-Gift Signal
Waiting on you
Upgrade analyst
Finds the donors whose giving is quietly accelerating, and briefs the fundraiser before the ask.
Today
2
donors
Waiting
2
on you
30 days
0
sent
Up next
The Walsh FamilyInternal brief
Ruth HaddadInternal brief
Welcome Series
Waiting on you
New-donor welcomer
Runs a first-time donor's first 90 days automatically, in your organization's voice.
Today
5
donors
Waiting
5
on you
30 days
23
sent
Up next
Dana OkaforEmail draft
Luis GarciaEmail draft
Priya MensahEmail draft
Return Series
Waiting on you
Win-back specialist
Wins back donors who have gone quiet — automatically for smaller donors, escalated to a person for major ones.
Today
4
donors
Waiting
4
on you
30 days
9
sent
Up next
Maria ChenEmail draft
Jordan NovakEmail draft
Sam RiveraEmail draft
Work board
Every piece of work moves left to right. Nothing moves past “Waiting on you” without a person.
Queued today
14
Donors the agents picked
Maria ChenLapse risk · 13 months since last gift · $5,000 lifetime
The Walsh FamilyChampion · gave 3x their average on Sep 18
Dana OkaforFirst gift 3 days ago · no thank-you sent yet
The Walsh Family3x average gift · 5 years of giving
Ruth HaddadMonthly gift doubled in 2026
Dana OkaforDay 3 thank-you · first gift on Sep 26
Waiting on you
14
Drafts to approve, edit or skip
Maria ChenCall Maria Chen
The Walsh FamilyPlan a $25K conversation with the Walsh Family
Dana OkaforThank Dana Okafor today
The Walsh FamilyThe Walsh Family: ready for a bigger conversation
Ruth HaddadRuth Haddad: two monthly increases this year
Dana OkaforDana, your $150 is already at work
Approved
63
Last 30 days
6 new donorsApproved by Priya Shah
9 lapsed donorsApproved by Alex Kim
Sent
50
Last 30 days
6 new donorsYour gift is already at work
9 lapsed donorsWe haven’t heard from you in a while
Team activity
Return Series drafted outreach to Maria Chen · Thinking of you and the youth program
Return Series drafted outreach to Jordan Novak · Your annual gift, and what it did
Return Series drafted outreach to Sam Rivera · Re: switching to quarterly
Return Series drafted outreach to Fatima Haddad · Call Fatima Haddad
Welcome Series drafted outreach to Dana Okafor · Dana, your $150 is already at work
Welcome Series drafted outreach to Luis Garcia · Thank you, Luis
Welcome Series drafted outreach to Priya Mensah · One month in the Monthly Circle
Welcome Series drafted outreach to Ava Kim · Ava, meet Marcus
Welcome Series drafted outreach to Aiko Ito · Five years together
Major-Gift Signal briefed your team on The Walsh Family · The Walsh Family: ready for a bigger conversation
Major-Gift Signal briefed your team on Ruth Haddad · Ruth Haddad: two monthly increases this year
Morning Brief drafted outreach to Maria Chen · Call Maria Chen
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