Who do we contact this week, and what do we say?
Your CRM already holds the answer. The Decision Desk turns it into a 20-minute Monday routine: this week’s priorities, two drafts for every message, and a one-page update for the board. Built on the tools you already have: Raiser’s Edge NXT or Salesforce, with Microsoft Copilot or Claude.
20 min
one routine, once a week
3
things on your desk every Monday
2
draft versions for every message
0
messages sent by the agent
What you get.
The AI Companion Kit for fundraising teamsWho to contact, in order.
Overdue next steps first, then asks due soon, then supporters who have gone quiet. Ten people at most, each with one line on why now.
Two versions for each person.
A warm one that leads with thanks, and a short, direct ask. You edit, you send. A draft never states a gift amount.
A one-page update.
Messages sent, replies and meetings booked, built from bands and counts, never exact gifts.
Your playbook, built in.
We set up the Decision Desk agent in your Copilot or Claude, so your team never starts from a blank chat.
Nothing re-typed.
Prospects to contact, giving by band and open asks: set up once in your CRM and re-run every Monday. The CRM stays your single source of truth.
The Monday routine.
The agent drafts. A person always sends.Twenty minutes, start to sent. Three steps are yours, and the one that matters most, sending, is yours alone.
Export
Run the three saved exports from your CRM.
Upload
Open the Decision Desk agent and add the files.
Ask
“What should I do this week?” A ranked list comes back.
Draft
Two versions of each message for the people you pick.
Read, edit, send
Make each draft sound like you, then send it yourself.
Log it
Record what you sent in the CRM, the one place you enter data.
How it works.
AI explores, humans decide, sources shownSend a note
The decision you face and the CRM you use. We check your plan, your export permissions and your AI tool together.
A 30-minute call
Frame the routine around your team, agree the scope, and set up the three exports once.
One Monday
Bring one CRM export and see your first week. Twenty minutes later, the drafts are on your desk.
It grows with you.
Export and upload
Works with Microsoft Copilot Chat on a work account, or Claude. No IT project, no new system.
No export step
Your AI tool reads the CRM directly through an official connector. Check your own plan for what is included.
Ready each morning
The ranked list and drafts are waiting when you arrive. A person still approves and sends every message.
Who it is for: fundraising and development teams on Raiser’s Edge NXT or Salesforce, using Microsoft Copilot or Claude, in small and mid-sized nonprofits or inside larger organizations.
Safe by design.
A person approves every message. The agent never sends anything, never contacts anyone and never writes to your CRM. Exports hold record IDs, names, organizations, dates and giving bands only: no home addresses, no personal emails, no exact gift amounts. Your organization’s own AI policy always comes first.
Ethical AI, in writing.
Numbers come from your exports, never from the model. If the agent says something about a person that is not in the exports, it is treated as wrong. We say where AI was used, and what the data cannot show. No invented numbers, no invented people.
Start with one team and one Monday.
Bring one CRM export and see your first week. Pricing on request, fixed fee agreed before work begins.
Part of B4A Decision Intelligence for nonprofits, foundations and social enterprises.