Nonprofits
Board pack builder
Builds your board pack from QuickBooks, the last minutes and program updates, and sends it a week ahead.
Common
For nonprofits
Volunteer onboarder
Takes each new volunteer from sign-up to orientation: your forms, your background check link and a date.
- Google Sheets
- DocuSign
- Gmail
- Google Calendar
A replay with a made-up business and made-up data, so you can see each step.
How he does it
6 steps, the same way every time, and one place where he asks you first.
- StartsWhen someone signs up to volunteer
- 1Read the new sign-up and the role they wantGoogle Sheets
- 2Ask you first whether to welcome each new volunteerHe asks you first
- 3Send your waiver and code of conduct to signDocuSign
- 4Email your background check link for roles with kidsGmail
- 5Book them into the next orientationGoogle Calendar
- 6Text you who has signed and who is booked to start
- What you getEvery new volunteer welcomed with your forms and an orientation date, and you deciding who joins.
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
Grant deadline tracker
Keeps every grant deadline in one place, chases your team for report pieces and drafts the report for your OK.
Nonprofits
Donor thank-you writer
Writes every Donorbox donor a personal thank-you in your voice, with their receipt, and logs it in Bloomerang.
Nonprofits
Lapsed donor follow-up rep
Finds donors in Bloomerang who gave last year but not this year, and writes each a personal note.