Drag-and-drop AI Workflow Agents that thank donors, launch campaigns, and update records—automatically.

Lifecycle-ready, when you’re ready.
Agents make it simple to run the plays that underpin true donor lifecycle

Part of the Red Arc Platform

Agents EAP

Workflow Agents
for Supporter Engagement

AA3

Introducing simple, visual workflow agents

Build agents in minutes with a simple drag-and-drop designer. Combine them with Intelligent Tools that do multi-step work in one go and record the result where it belongs.
  • Simple & visual: drag, drop, done. Plain-English prompts and reusable blocks.
  • Add tools and triggers: pick a starting signal (e.g. gift added, email bounce) then add tools and context. 
  • Use AI steps: add AI to decide, classify, extract, summarise, and draft—guided by your custom instructions.
Imagine: a gift lands—your agent picks the right template, creates a PDF, emails the supporter, and logs a Raiser’s Edge NXT Action. One flow. Simple.
Tools - grpahic

Intelligent Tools — multiple tasks, one simple step

Each tool bundles the steps you’d normally stitch together, then records it in Raiser’s Edge NXT (notes, actions, attachments). You get the work done and the record created without extra steps—simple.Imagine: create, send, and log an acknowledgement—one tool, one step.

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React Automatically

Agents run when events happen in Raiser’s Edge NXT or your connected platforms. The moment something happens—like a gift is added, an email bounces, or a form is submitted— your workflow begins. You pick the trigger, the agent runs the steps, and the Intelligent Tools do the rest. Simple.

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Use in the Red Arc platform or from your AI apps

Prefer to run agents where you already work? Use the same intelligent Red Arc Tools from ChatGPT, Claude, MS Copilot, Zapier, Make – or any MCP or A2A enabled platform  – with the same guardrails and audit trail.

Trust, audit and safety

Full run logs with inputs/outputs and prompt steps
Role-based access; per-tool permissions and environment keys
Versioned prompts & templates; easy rollback

trust, audit, security

Build an agent in under a minute? See how it’s done.

Ready to build a workflow?

Red Arc apps are trusted by…

  • BlackDog
  • CDU
  • CHamlin
  • Curtin
  • GC
  • GWB
  • WWF
  • Weizmann
  • ActionAid