Workflow Agents - What repetitive process in RE NXT would you most like to automate?

Henrietta Hawkins

I hope this is Ok to post here but we'd love this community's help!

We’ve been blown away by the response to our Early Access Program for Workflow Agents inside Blackbaud Raiser's Edge NXT. Think Power Automate made easy!

Firstly to let you know that the EAP is coming to a close (June) but there’s still time to jump in and build your first Workflow Agent.

We’ve shared a couple of real fundraising workflow examples on our YouTube channel that can be created in under a minute, including:

• Major Gift Alerts
• Welcome Series Automation
• Next week: Declined Gift Workflow

If you’re curious about how AI-powered workflow automation could fit into your fundraising operations, check out our “Workflow Agents in Under a Minute” videos here:

https://bit.ly/workflow-agents

BUT what we’d love is feedback from this community:
What repetitive process in RE NXT would you most like to automate? We're doing a session at devdays that we'd love to incorporate some real live challenges you guys face.

If you'd like to get into the EAP Sign up here https://redarc.typeform.com/to/RFWW2XII and we’ll help get you started.

Shaundra Mitchener

"New donor" journey is going to be our first attempt. A "gift review" is something we would like to automate, so that that our RM are seeing when gifts from their donors are processed and processed correctly. Also, adding/updating dated consents and solicit codes on donors/gifts that qualify.