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Fundraising automations to streamline gift processing and raise more money

AutomateGenius provides workflow automations that can improve your productivity, save you time, and delight your donors. Our plug-and-play automations are easy to install and manage – and require no coding experience. Whether you’re a development professional or database administrator, AutomateGenius has workflows designed to make your job easier.

Automation Templates Designed by Actual Fundraisers

Our automation solutions are designed by fundraisers with over 20 years of experience. Here are a few sample workflows you can choose from:

Automation Templates Designed by Actual Fundraisers

Our automation solutions are designed by fundraisers with over 20 years of experience. Here are a few sample workflows you can choose from:

Search for duplicate records

Having good data is key to a successful fundraising program. This workflow runs around the clock and alerts the database administrator anytime someone creates a new constituent record that is likely a duplicate. Stop just fixing dupes when it’s time to send a mailing and start tackling them as they come in.

Draft personalized emails

This workflow combs through your database and drafts emails for you to send to your donors based on pre-set criteria. Diocese and parishes can use this flow to generate timely birthday messages, acknowledge increased gifts, welcome new donors to the appeal or celebrate a donor moving up to a new giving tier. The emails are created as drafts in your development officer’s Outlook account, so he or she has the final say on what gets sent and when.

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