SmartAUTOMATE

At its core, SmartAUTOMATE is all about efficiency. It enables you to automate repetitive and time-consuming tasks, such as data entry, gift administration, and email alerts.

Save hours of manual labor and reduce the risk of human error. SmartAUTOMATE not only frees up your time but also allows you to focus on more important tasks that require your expertise.

SmartAUTOMATE offers all the power of Microsoft Power Automate within a platform designed to scale with your organisation.

Talk to us about your repetitive tasks and processes in Raiser’s Edge or Blackbaud CRM – we’ll do the rest.

Popular ways to use SmartAUTOMATE:

• ADDRESSES: Google places validator can automatically update your database with the valid address result.
• EMAILS: Our SmartENHANCE tool can magically add a number of business or organisation data fields just from a single email address!  Business name | address | phone | email | social profiles are all included. We even create the organisation relationship for you.
• NEW GIFTS: If a new gift is added to your database with a value over a specified amount an email can automatically be sent to the fundraiser or fundraiser team.
• ACTION COMPLETED: Based on the action data, automatically assign next steps actions.
• LETTER ACTION: Automatically send an email to a constituent using details provided in the action along with their latest donation data.
• WEEKLY REPORTS: Generate weekly fundraiser summaries with their pending actions, recent donations and overall annual income included.
• MONTHLY REPORTS: Produce a summary activity and income report that is sent to the admin team once a month based upon fundraising activity across the team.
• NEW RECORDS: Based on a particular constituent code, apply data entry rules and notify the constituent owner (and database staff) to any missing fields or invalid data.