Nonprofits have limited resources to achieve their missions. Automation is not intended to replace humans but it does help nonprofits be more efficient if leveraged correctly. Below are examples of how your nonprofit can utilize automation to make your life easier:

REPORTING

Many CRMs can generate reports. After customizing your report to pull the information you want, you can schedule the delivery frequency and recipients. 

EMAIL

Creating an email welcome series is a way to engage new email subscribers. Once a new subscriber signs up for your emails, they will be added to the series so they feel appreciated immediately. 

SOCIAL MEDIA

Tools like Hootsuite allow you to schedule content across all social media platforms. Instead of logging into each platform and posting manually, you can do it all in one place.

DONATIONS

Payment processors like Stripe make it easy for donors to give without leaving your website. Simply create a form to embed on your donate page. When the donor completes the form, the donation will be saved in your CRM and the donor will receive a receipt for their tax records.

ACCOUNTING

Providers like Quickbooks have workflows that can be set up to generate monthly invoices, track income, and more.