Your to do list is full of things you absolutely need to do and never have time to do well. Acknowledgement letters. Tax receipts. Data cleanup. Reports for leadership. Personalized follow up for donors who deserve better than a generic email.
AutomateGenius was built to take those repetitive tasks off your plate and let Raiser’s Edge NXT do the heavy lifting in the background. Instead of living in exports, spreadsheets, and workarounds, you can let automations run quietly while you focus on real donor relationships.
Below are the 12 most popular AutomateGenius automations, ranked from most used to “still incredibly helpful.” Think of this as a shortcut list for which workflows to consider first as you build out your fundraising automation roadmap.
#1 Acknowledgement Letter Automation
Instead of wrestling with exports, Excel files, or mail merges, this automation creates your acknowledgement letters for you and emails them to you, ready to print and mail.
You set the rules, templates, and timing. AutomateGenius pulls the right gifts, applies the correct letter, and packages everything up so you can move straight from “gifts received” to “letters printed”.
Perfect for:
Teams that are tired of being a week (…one or two months) behind on thank you letters and want a repeatable, auditable process.
#2 Heartfelt Donor Emails
Heartfelt Donor Emails help you stop staring at a blank screen trying to remember who needs a touchpoint. AutomateGenius scans your Raiser’s Edge NXT database, finds the people who most need to hear from you, and drafts emails that are ready for your review and personal touch.
You stay in control. You approve, edit, and send. The automation handles the heavy lifting of who to contact and when.
Perfect for:
Major gift officers and annual fund teams that want smarter, more consistent outreach without adding another planning meeting.
#3 Year-End Tax Letter Automation
Year-end tax letters can eat entire weeks of January. This automation makes them boring again, in a good way.
AutomateGenius can create consolidated year-end tax receipts and send them by email, or prepare letters for you to print and mail. You get a clean, consistent process that works the same way every year.
Perfect for:
Any organization that wants fewer panicked calls in January and a smoother stewardship experience for donors.
#4 Deceased Record Assistant
Marking a record as deceased should not mean 16 separate cleanup steps. With Deceased Record Assistant, you check the deceased box and AutomateGenius handles the rest.
The automation updates the related fields, removes people from active mailings, and helps protect your team from the heartbreak of sending a cheerful appeal to the wrong person.
Perfect for:
Teams that care deeply about donor respect and want to reduce the risk of painful mistakes.
#5 Daily Digest
The Daily Digest delivers key information directly to the people who need it, in the place they actually check: email.
Major gifts, past due actions, and upcoming opportunities can be sent automatically to the responsible staff. Instead of reminding people how to log in to Raiser’s Edge, you send them what matters, when it matters.
Perfect for:
Gift officers, executive staff, and managers who want a quick daily read on activity without running reports.
#6 Giving Tier Assistant
If you manage giving societies, donor walls, or tiered recognition programs, you know how quickly those lists go out of date.
Giving Tier Assistant keeps those tiers up to date every day. It applies and updates giving tiers based on your rules, so when someone asks “Who is in the platinum circle this year” you do not have to run summaries, do math, and import new codes. The records are already tagged.
Perfect for:
Development teams with board reports, donor walls, or special recognition groups that need to be accurate on demand.
#7 Magic Folder
You probably have important data living outside Raiser’s Edge. Event platforms, giving sites, ticketing tools, registrars, and more.
Magic Folder takes those outside data files, looks up existing constituents in your database, and helps you get the right data into the right records without endless manual matching or a pile of duplicates.
Perfect for:
Any team that imports data regularly and wants to spend less time reconciling and more time using that data.
#8 Custom Reporting And Distribution
You know the reports everyone asks for over and over. This automation lets you put them on rails.
Standard RENXT reports can be run on a schedule and the results saved to a shared drive or emailed to the people who need them. Leadership still gets the reports they love. You get your time back.
Perfect for:
Teams who are tired of recreating the same reports every week, month, or quarter.
#9 Phone Number Assistant
Clean phone and email data is the foundation of good communication. Phone Number Assistant helps you locate duplicate emails and phone numbers, clean up formatting, and keep contact info in line with your standards.
Less time fixing data means more successful campaigns and fewer bounced messages.
Perfect for:
Data managers and DBAs who want to tackle messy contact information without building a dozen one off queries.
#10 Constituent Code Assistant
Constituent codes often reflect dynamic things like giving levels, age, or participation status. Keeping those codes accurate by hand can be a full-time job.
Constituent Code Assistant watches your data for relevant changes and keeps your codes up to date and in the right order, based on the hierarchy you define.
Perfect for:
Organizations that rely on constituent codes for segmentation and reporting and want them to be trustworthy.
#11 Salutation Assistant
Salutations seem small until you see a bad one on a major donor letter.
Salutation Assistant monitors records for missing addressees and salutations, then assigns the correct ones based on your rules. It can handle things like spouses, titles, and preferred formats so your communications look polished and personal.
Perfect for:
Anyone who has ever cringed at “Dear Friend” going to a long-time donor.
#12 Custom Alerts And Notifications
Most organizations have a fund, campaign, or group of donors that require extra attention. Instead of checking queries manually every week, Custom Alerts and Notifications watch for those moments and let you know when something important happens.
If you can find it in Raiser’s Edge, AutomateGenius can watch for it and send you an email or Teams message when your criteria are met. You spend less time hunting and more time acting.
Perfect for:
Teams that want to be highly responsive when certain gifts, donors, or funds hit the database.
What To Do Next
You do not need to launch all twelve automations at once. Most organizations start with one or two, see the time savings, then add more as they go.
If your team is ready to stop fighting with exports and start letting your database work for you, explore what AutomateGenius can do for your Raiser’s Edge NXT environment.
Visit AutomateGenius.com to learn more about these automations, see real examples, and schedule a conversation with our team about your specific workflows.
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