Automating Nonprofit Workflows

Automation isn’t just for big corporations. Nonprofits can save time, reduce errors and improve fundraising by automating routine tasks like data entry, approvals and reporting.

Why Automate?

According to nonprofit technology experts, automation frees staff from repetitive tasks, allowing them to focus on building relationships and raising funds. Automated reporting and segmentation provide insights that lead to smarter decisions and more effective outreach. It also reduces the risk of burnout and errors.

Where to Start

Begin with processes that are repetitive and rule‑based. Here are a few ideas:

• Create online forms that automatically route requests for approval and send notifications.
• Use automated workflows to segment donors based on giving history and send targeted emails.
• Set up dashboards that pull data from your CRM and produce scheduled reports with no manual effort.
• Automate thank‑you messages and follow‑ups after events and donations.

The key is to start small and iterate. As one expert notes, implementing automated workflows incrementally helps teams adapt and improves adoption.

Benefits of Automation

When automation is done right, nonprofits:

• Save time previously spent on manual data entry and follow‑ups.
• Make better decisions through real‑time reporting and segmentation.
• Reduce errors and staff burnout.
• Raise more money by sending personalized, timely communications.

The Forms & Workflow Automation quick win from TTS helps nonprofits map their current processes, design accessible forms, automate routing and set up dashboards. Ready to get started?