Sample run at 6:00 AM
Ranked 12 donors by dollars at stake. Today’s top 5 are on your dashboard: 3 are prepared here and 2 are in the Return Series. Plus 3 quick data fixes.
Last 30 days (sample)
Sample drafts from Morning Brief. Nothing goes out until a person approves it.
Call task
Why now · Lapse risk · 13 months since last gift · $5,000 lifetime
Internal brief
Why now · Champion · gave 3x their average on Sep 18
Major-Gift Signal: The Walsh Family: ready for a bigger conversation
Email draft
Why now · First gift 3 days ago · no thank-you sent yet
Every morning before anyone logs in, Morning Brief reviews the whole donor file, picks the three people who most need attention today, and drafts the outreach for each one. Your team opens SAGA and the work is already there — approve, edit, or skip.
Score every donor
Runs the same scoring the dashboard uses — status, months quiet, and dollars at stake for every donor on file.
Rank by what is actually at risk
Sorts by dollars at stake — a figure that already weights a donor’s status. A large donor who just went quiet outranks a small one who lapsed a year ago, because the money at risk is larger.
Take the top three
Three, not thirty. A list of everyone who needs attention is a report, and reports get ignored. The constraint is the product.
Draft the outreach
Writes a first draft for each action in the organization's own voice, grounded in real gift history — never invented facts.
Wait for a human
Each draft arrives with Approve / Edit / Skip. Nothing reaches a donor until someone says so.
Scoring 214 donors…
Before anyone logs in, SAGA scores the whole donor file with the same logic as the dashboard.
Have questions, or want SAGA for your organization? Get in touch with the founder.
