Part of our Founders & Executives agents
AI agents for founders and executives in nonprofits
Actionist is an AI automation tool whose agents operate the apps your nonprofit's founders and executives already use, so the board pack, the minutes, and the impact numbers draft themselves.
Nonprofit leaders can hand the chasing and assembling to agents and keep the decisions that are theirs.
AI Employees for Nonprofits Founders & Executives in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
- A board pack that arrives completeEvery lead's report is chased, collated, and checked against the template well before the trustees open it.
- Minutes and actions that do not slipA first draft of the minutes and the action list is ready after the meeting, and each owner is nudged before the next.
- Impact numbers from one placeSite and program figures are rolled into one dashboard, so the funder table is not built from scratch each time.
- Prepared for every funder conversationA short brief on the funder, the last contact, and the open asks is waiting before the meeting starts.
- Filing dates and policies in viewThe annual return, state registrations, and policy reviews sit on one calendar with a named owner for each.
- Built around your leadership teamThese are examples of what a nonprofit executive agent can do. Build a custom agent for any job your leaders repeat.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Nonprofits Founders & Executives team's day.
Where the hours go
The board pack is a week of emailing leads, pasting in late reports, and discovering on the night before it goes out that the finance page is last quarter's version.
An agent chases each report, checks it against the template, assembles the pack, and lists what is late, so the executive director edits the draft instead of building it.
Decisions made at the board table blur by the next meeting because the minutes take a fortnight to appear and nobody tracks who owed what.
An agent drafts minutes from the transcript and logs each action with an owner, then nudges overdue owners before the chair has to ask.
Impact numbers live in site spreadsheets, a program database, and a few emails, so the funder table is rebuilt by hand and the figures never quite agree.
An agent rolls the site numbers into one dashboard each week, reconciles the counts, and sets the outcomes beside what each agreement requires.
The annual return, a state registration, and three policy reviews fall due in different months, and each depends on one person remembering the date.
An agent keeps one governance calendar, opens a task for the owner a month ahead, and posts a note when the regulator changes the rules.
Actionist Will Automate
What one automation looks like
A week with your Nonprofits Founders & Executives agents
Some of the apps for your Nonprofits Founders & Executives team
Some of the nonprofit leadership apps your agent operates for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Board pack240 min / weekAssembling the board pack by hand
A week of emailing leads, pasting late reports into one document, and fixing the page numbers the night before the pack must go out.
Board pack Agent0 minAgent chases, collates, and checks the packAn agent chases each report, assembles the pack in house format, and lists what is late or out of date for the director to review.
- Governance150 min / weekWriting minutes and chasing actions
The secretary writes the minutes from handwritten notes a fortnight later, and the actions stay in the document until someone remembers to chase them.
Governance Agent0 minAgent drafts minutes and logs each actionAn agent drafts minutes from the transcript, lists each action with an owner and date, and drafts a reminder when one goes overdue.
- Impact180 min / weekRolling up impact numbers from every site
Each site sends a spreadsheet in its own format, and someone retypes the totals and then argues over why the attendance counts differ.
Impact Agent0 minAgent pulls, reconciles, and shows the gapsAn agent pulls each site's figures into one dashboard, lists the places where counts disagree, and lays the outcomes beside each funder's requirements.
- Funders90 min / weekPreparing for a funder meeting
The director searches old emails and the CRM the morning of the call to remember what was promised and which report is overdue.
Funders Agent0 minAgent writes a one-page brief the day beforeAn agent gathers the history, the last notes, and the open asks into a one-page brief the director corrects and keeps private.
- Narrative120 min / weekStarting the annual report from a blank page
The director writes the report introduction in a rush after the audit, hunting for quotes and figures across folders and emails.
Narrative Agent0 minAgent drafts from the year's evidenceAn agent gathers cleared quotes and figures through the year and drafts the introduction and the director's letter for the director to rewrite.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~6 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
Board papers, funder terms, and personnel matters are confidential. Actionist is built so a person approves every document that leaves the leadership team, the agent prepares and never decides, and every step it takes can be seen afterwards.
Board packs, trustee emails, and funder letters are drafted and held for the executive director or chair. Nothing reaches a trustee or a funder unless you have widened that autonomy yourself.
Resolutions, strategy, funding choices, and filings are yours. The agent gathers, drafts, and reminds, and it never votes, signs, or submits a filing on the organization's behalf.
Each document it read, draft it wrote, and reminder it posted is logged with a time, so the board secretary can trace where any figure in a pack came from.
Board papers and executive session notes are encrypted and never used to train a model. Self-host on your own server if your trustees want the data kept in-house.
More Nonprofits teams
More use cases for Nonprofits Founders & Executives teams
Frequently asked questions
Do nonprofit founders and executives need to be technical to use Actionist?
How do we get started with an executive agent for our charity?
How do I make a custom agent for a leadership job that is not shown here?
How quickly can we set up a first agent for the executive office?
Will the agent send anything to trustees or funders without me reading it first?
Our board uses a board portal with no integration. Can an agent still help?
Who decides what the board is told about performance or strategy?
Board papers and personnel matters are confidential. Is it safe to give an agent access?
Is this meant to replace the chief of staff or the board secretary?
See an agent assemble your next board pack and draft the minutes
Book a free demo and watch an Actionist agent chase a report, collate the pack, and draft the minutes and the action list, with every paper waiting for your approval.