Getting Started with Our Platform
This guide shows nonprofits how to use automation and AI to cut busywork, reduce errors, and protect staff from burnout in 2025. It explains why mapping real workflows matters more than buying tools, and where AI assistants like Claude add value to communications, reporting, and data quality. You’ll learn governance essentials—access control, approvals, and audit trails—and how to involve staff so automation feels supportive, not threatening. Finally, it offers a practical 90‑day roadmap and tips for choosing the right partner, turning small pilot wins into a resilient, mission‑driven operating system.