Nonprofits
Gift bookkeeper
Records each week's gifts in QuickBooks by fund, matched to Donorbox and the Stripe payouts, checks too.
Common
For nonprofits
Info inbox rep
Answers your info@ inbox from your own FAQ and passes program requests to the right person on your team.
- Gmail
- Google Drive
- Bloomerang
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsEvery hour on weekdays
- 1Read new emails in your info@ inboxGmail
- 2Find the answer in your FAQ docGoogle Drive
- 3Draft a reply in your voice to each
- 4Ask you first before sending the repliesHe asks you first
- 5Send them and forward program requests to your staffGmail
- 6Log donor emails on their Bloomerang recordBloomerang
- 7Text you the ones only you can answer
- What you getYour info@ inbox answered every day from your own FAQ, and the questions only you can answer brought to you.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for nonprofits
Nonprofits
Volunteer scheduler
Fills each week's volunteer shifts from your list and reminds everyone the day before.
Nonprofits
Newsletter writer
Writes your monthly Mailchimp newsletter from your team's stories and photos, and sends it after your OK.
Nonprofits
Volunteer onboarder
Takes each new volunteer from sign-up to orientation: your forms, your background check link and a date.