Automates email processing for charitable organizations to streamline operations and ensure compliance.
Email ManagementAutomates email processing for charitable organizations to streamline operations and ensure compliance.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.
subject contains: donation, fundraiser, volunteer, grant application, tax receipt, sponsorship, inquiry OR from: donors@, grants@, volunteers@, @foundation.org, @charitynavigator.org
1. For emails related to 'donation' or 'tax receipt': - Search knowledge base for donor information and past interactions. - Forward to donations@charity.org for receipt processing. - Reply to the donor with acknowledgment and a receipt attachment. - Add 'donation' label and archive. 2. For 'fundraiser' or 'sponsorship' inquiries: - Forward to events@charity.org with relevant details and deadlines. - Mark email as 'Fundraising' and star for priority follow-up. 3. For 'volunteer' queries: - Forward to volunteer@charity.org with preferred roles and times. - Reply with volunteer guidelines and application forms. - Add 'volunteer' label. 4. For 'grant application' emails: - Forward to grants@charity.org with priority tagging. - Attach recent annual report and financial overview. - Mark email as 'Grant' and add to task list for follow-up. 5. For 'inquiry' emails: - Label as 'General-Inquiry' and archive after routing.