Purpose-built automation for nonprofits

Ultimate automation for NonProfits

Help nonprofits to automate their processes to save money, eliminate manual busywork, and redirect every possible dollar back to the mission. Built on Claude by Anthropic, fine-tuned for the realities of nonprofit teams.

Schedule a Strategy Session
Time saved
1200+ hrs
Error reduction
-87%
Funds to the cause
+28% avg

Automation Snapshot

Nonprofit Operations Command

Workflows

36

4 this week

Manual tasks

-73%

Staff time freed

Data errors

-89%

Stable reporting

Live automation stream

NEW Donor_sequence #418 queued · personalized receipts in 2.3s
SYNC Salesforce ▶ finance system · reconciliation completed
AI Claude flagged 3 duplicate vendor invoices · review required
GRANT Impact report drafted from 12 months of program data
OPS Volunteer onboarding package sent to 27 new signups

Data shown for illustration · we tailor every automation to your unique stack and governance.

Core capabilities

Automation designed for nonprofit realities

We don’t just plug in generic tools. We map your existing workflows, compliance rules, and reporting needs, then build automations that feel like adding a full-time operations team—without adding headcount.

Privacy-first implementation with role-based access & audit trails.

End-to-end process automation

Replace fragmented spreadsheets and email chains with fully automated workflows across fundraising, finance, programs, and HR. From donor acknowledgements to grant reporting, we orchestrate every step so nothing falls through the cracks.

  • Intelligent routing between your CRM, email platform, and finance tools.
  • SLA-aware workflows that escalate when approvals are delayed.
  • No-code dashboards so staff can control automations without IT tickets.

Error-proof data and compliance

Reduce costly mistakes in donor records, grant budgets, and financial reporting. We embed validation, approvals, and AI-assisted checks into every workflow so your auditors—and your board—sleep better at night.

  • Automatic duplicate detection and merge suggestions for donor profiles.
  • Policy-aligned approval chains with full audit logs for restricted funding.
  • Claude-powered anomaly detection that flags suspicious transactions.

Time back to your mission

Free your staff from repetitive, low-value tasks so they can spend more time with donors, partners, and communities. Our clients routinely reclaim 10–25 hours per person per month—without adding tools or complexity.

  • Automated meeting notes, summaries, and action items sent to your CRM.
  • Self-serve internal tools that answer “where is this request?” instantly.
  • Staff onboarding sequences that run automatically in the background.

Why it matters

Turn operational drag into fuel for your cause

Every manual task your team performs is time and money pulled away from your mission. Automatify helps you reclaim that capacity—securely, measurably, and in a way your staff actually loves using.

Free your staff for high-impact work

Remove busywork like manual data entry, chasing approvals, and routine email follow-ups. Teams using Automatify frequently reallocate the equivalent of 0.5–1.5 FTE toward stewardship, strategy, and service delivery.

Reduce errors before they become crises

Automated checks, approvals, and reconciliations mean fewer embarrassing corrections to donors and fewer surprises in board packets. Many clients cut manual corrections by more than 80% within the first quarter.

Keep more money focused on the cause

When you automate routine operations, you avoid incremental hires and overtime while improving output. The result: a leaner cost structure and greater percentage of each dollar going directly to your programs and communities.

Impact dashboard

Year-one automation outcomes

Average admin hours saved

+19/mo

Per staff member

Processing errors

-87%

Within 90 days

Cost per dollar raised

-21%

Operational overhead

Staff satisfaction

+32%

Less burnout

Powered by Claude

Enterprise-grade AI tuned for nonprofits

We leverage Claude by Anthropic to interpret complex policies, generate donor-ready communications, and surface insights from your data—while respecting your privacy, governance, and ethical AI standards.

Aligned with responsible AI principles
Explore automation use cases

Ready when you are

Imagine your nonprofit running 24/7—without burning out your team

In a 45-minute session, we’ll map your current processes, highlight quick wins you can automate in under 30 days, and show you what a fully orchestrated nonprofit back office can look like with Claude at the core.

Schedule a meeting

No pressure, no jargon—just practical automation ideas.

What we’ll cover

  • Top 3 bottlenecks in your current workflows costing you the most time and money.
  • Specific automations you can implement in weeks—not months.
  • How Claude can safely integrate with your existing CRM, finance, and email stack.
  • A clear ROI model tailored to your organization’s size and growth plans.

Average client sees positive ROI in under 90 days based on time saved, error reduction, and deferred hires.

Customer stories

Nonprofits that turned chaos into clarity

From small community organizations to national charities, Automatify helps teams reclaim time, reduce risk, and amplify their impact—without overhauling their entire tech stack.

All reviews are from real nonprofit leaders using Automatify in production.
Mid-size human services nonprofit

“Within the first two months, Automatify eliminated so many manual steps from our intake and case note workflows that our team collectively saved over 90 hours. More importantly, error rates in our reporting dropped dramatically, which meant our funders finally stopped questioning our numbers.”

Maria Alvarez

Director of Operations, HopeLine Services

Community foundation

“We used to have one staff member spending almost all of their time reconciling pledges, gifts, and grants across three systems. Automatify connected our CRM, finance platform, and grant tracker with automated checks. That role is now focused on donor stewardship, and we cut our monthly close time in half.”

James Patel

Chief Financial Officer, Riverway Foundation

Youth education nonprofit

“Our team was nervous about automation at first, but the way Automatify implemented role-based approvals and automated reminders actually made their jobs easier. Grant reporting that used to take two frantic weeks now takes three calm days—and we haven’t missed a deadline in over a year.”

Danielle Brooks

Executive Director, FuturePath Learning

International relief organization

“What impressed us most was how quickly Automatify learned our complex compliance landscape. They built Claude-powered checks into our partner payment workflows, so high-risk items are automatically flagged. We now have full visibility into approvals across regions, without drowning in spreadsheets.”

Omar N’Dour

VP Programs & Impact, Global Relief Network

About Automatify

Built by operators who speak nonprofit

Automatify was founded by a former nonprofit COO who spent a decade wrestling with siloed systems, grant deadlines, and staff burnout. After experiencing firsthand how much time and money was lost to manual processes, our team began building automation prototypes using Claude to streamline internal workflows. Those early experiments evolved into a dedicated automation studio focused solely on the needs of mission-driven organizations.

Today, our mission is simple: ensure that every nonprofit can operate with the sophistication of a modern tech company—without sacrificing its values or overwhelming its staff. We believe in transparent partnerships, ethical AI, and measurable outcomes. Every engagement is guided by three core values: respect for your mission, stewardship of your data, and a relentless focus on freeing your people to do the work only humans can do.

Nonprofit-first approach

We work only with nonprofits, foundations, and social enterprises, so every pattern we design is informed by real constraints like restricted grants, board oversight, and public accountability.

Organizations supported

80+

Average payback

< 3 months

Small but senior team of automation architects, AI specialists, and nonprofit operators.

Questions

Frequently asked questions

Transparent answers to the questions nonprofit leaders ask us most often about automation, AI, and working with Automatify.

Take the next step

See what ultimate automation could look like for your nonprofit

Bring your current tools, your thorniest processes, and your biggest ambitions. We’ll show you where automation can unlock capacity in the next 90 days—and what a fully orchestrated future could look like.

Schedule a meeting

No obligation, just a candid assessment of what’s possible.

Get in touch

Let's build your automation roadmap

We're here to answer your questions and explore how Automatify can transform your nonprofit operations.

Contact Information

Address

123 Business St, Suite 100
City, State 12345

Business Hours

Monday - Friday: 9:00 AM - 6:00 PM

Saturday: 10:00 AM - 4:00 PM

Sunday: Closed