Part of our Sales agents
AI agents for sales teams in nonprofits
Actionist is an AI automation tool whose agents operate the apps your nonprofit fundraising team already uses. From an inbox that sits unread between calls, to inquiries matched to giving history and answered fast.
Every donor inquiry gets a reply drafted from their full giving history, queued for a fundraiser to approve, never sent on its own.
AI Employees for Nonprofit Sales 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
- Every donor question answered fastA reply matched to the donor's giving history goes out for approval within about a minute of the email landing.
- The pipeline stays honestA prospect's stage moves the day a call or gift happens, not the morning of the check-in meeting.
- Missed pledges get a nudge, not a demandA failed recurring gift gets a warm reminder drafted the same day it fails, never a form dunning notice.
- Lapsed donors, flagged before appeal seasonThe LYBUNT and SYBUNT lists build themselves from giving history, ranked and ready before planning starts.
- Every visit starts with a real briefA one-page prospect brief and a defensible ask range are ready before a fundraiser ever dials in for the call.
- Built around your fundraising teamThese are examples. Build a custom agent for any stewardship task your team repeats the same way each time.
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 Nonprofit Sales team's day.
Where the hours go
A donor's question about a matching gift or a tax receipt sits in the inbox for hours because the fundraiser is on the fourth call of the morning, and a slow reply to a first-time donor is the moment that decides whether they give again.
An agent reads the donor inbox, matches the sender to their record, and drafts a reply that fits their giving history within about a minute, queued for the fundraiser to send.
CRM updates are the first thing skipped between calls, so a major donor's stage sits stale for a week and the ask gets delayed a whole review cycle because nobody trusts the pipeline.
An agent advances the prospect's stage and logs the next step the same day a call, meeting, or gift happens, so the moves-management pipeline reflects what actually took place.
Chasing a missed pledge feels awkward, so it gets put off until it has been overdue for months and the relationship has already gone cold.
An agent flags a failed recurring gift the day it happens and drafts a warm reminder, never a form dunning notice, scaled to how many times the payment has already failed.
Prepping for a major-gift visit means digging through the CRM, old emails, and scattered notes the night before, and something always gets missed under the time pressure.
An agent pulls the prospect's full giving and interaction history into a one-page brief with a defensible ask range, ready before the fundraiser is in the room.
Actionist Will Automate
What one automation looks like
A week with your Nonprofit Sales agents
Some of the apps for your Nonprofit Sales team
Some of the nonprofit fundraising 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.
Within about a minute of an email landing, the agent checks the CRM for the sender, works out whether they are a first-time giver, a recurring donor, or a major-gift prospect, and drafts a reply that fits. A major-gift-level question is flagged straight to a fundraiser instead of auto-drafted.
Use cases for this team
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Sales180 min / weekAnswering donor inquiries between calls
A fundraiser checks the inbox in the gaps between calls, and a first-time donor's tax-receipt question can sit unanswered for most of a day.
Sales Agent0 minAgent drafts a reply matched to giving historyAn agent reads the inbox, matches the sender to their donor record, and drafts a reply for approval within about a minute of the message landing.
- Sales130 min / weekKeeping the moves-management pipeline current
Stage updates and next-step notes wait until the weekly check-in, so the pipeline reflects last week's activity, not this week's.
Sales Agent0 minAgent advances the stage after every touchAn agent moves a prospect's stage and logs the next step the day a call, meeting, or gift happens, so the pipeline is current every morning.
- Sales60 min / weekChasing a missed recurring pledge
Nobody wants to be the one to chase a donor's failed payment, so it sits unaddressed for weeks and the pledge quietly lapses.
Sales Agent0 minAgent drafts a gentle nudge the same dayAn agent flags a failed payment the day it happens and drafts a warm reminder, never a demand, scaled to how many times it has already failed.
- Sales240 min / weekBuilding the LYBUNT and SYBUNT lists
Someone combs years of giving history in a spreadsheet the week before appeal planning, and the list usually arrives too late to plan real outreach.
Sales Agent0 minAgent builds a ranked list from giving historyAn agent scans giving history continuously and produces a ranked lapsed-donor list with a drafted re-engagement note for each, weeks before appeal planning starts.
- Sales100 min / weekPrepping for a major-gift visit
A fundraiser digs through the CRM, old emails, and scattered notes the night before a visit, and something relevant usually gets missed under the time pressure.
Sales Agent0 minAgent drafts the brief and ask range in advanceAn agent pulls the prospect's full giving and interaction history into a one-page brief with a suggested ask range, ready before the visit is even confirmed.
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
An agent touching donor relationships only earns its place if your fundraising team stays in control of every word that reaches a donor. Actionist is built so a person decides what goes out, nothing is worded as pressure, and every action is visible to the whole team.
By default the agent drafts replies, reminders, and asks and queues them for a fundraiser's review. Nothing reaches a donor's inbox without that approval.
Pledge reminders and upgrade asks are drafted as warm, low-pressure notes, never a demand, no matter how many times a payment has failed.
A full audit trail records every CRM update, every draft, and every list built, so your director can see exactly what the agent did and when.
Giving history and donor records are encrypted, never used to train models, and can be self-hosted on your own server if your board requires it.
More Nonprofits teams
More use cases for Nonprofit Sales teams
Frequently asked questions
Does my fundraising team need to be technical to use this?
How do we get started with a small fundraising team?
How do we make a custom agent for a fundraising job not shown here?
How quickly can we have this running?
We hold sensitive donor and major-gift information. Is it safe to give an agent access?
Our donor database has no public API. Can it still work?
Will it ever send something to a donor without a fundraiser reviewing it first?
We run on a tight budget. Is this worth it for a two- or three-person fundraising team?
Will a drafted message sound like an ask, or like our fundraiser?
See an agent triage a donor inbox and update the pipeline
Book a free demo and watch an Actionist agent read a donor inquiry, draft a reply from their giving history, and move the moves-management stage forward for your approval.