Workflows made easy
Think Power Automate, built for fundraisers.
No code. No complex logic builders. Just describe what you want to happen and let Workflow Agents do the rest.
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.
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. Simple.
Workflows made easy
Some simple playbooks to get you started…
Major Donor Gift Alert
New Volunteer Welcome Journey
New Recurring Gift Processing
Build a Workflow Agent in under a minute? See how it’s done.
