Length: 2 hours, Price: $85
To see available dates/times, use the “Choose a Session” drop down box below.
Description:
This hands-on class teaches nonprofits how to create simple AI automations—“digital assistants”—that handle routine tasks in grant and donor management. Participants will learn how to build basic agents that track grant deadlines, send donor follow-ups, organize onboarding steps, update spreadsheets, and manage repetitive administrative work. Using tools such as Zapier AI Agents, Microsoft Copilot Studio, and OpenAI Assistants, we’ll walk through step-by-step examples designed specifically for nonprofit development teams. You’ll also learn how to test, monitor, and safely manage automations so they enhance your workflow without replacing oversight. Perfect for organizations ready to take the next step into practical AI-driven efficiency.
Who Should Attend:
Grant writers, development staff, fundraising teams, operations managers, program staff, and administrators involved in grant tracking or donor engagement.
What You’ll Learn:
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How to build simple AI agents using beginner-friendly tools
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Automations for grant deadlines, reports, reminders, and calendars
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Donor follow-up and communication workflows
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How to automate spreadsheet updates and data entry
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Safe testing, monitoring, and review practices
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How to introduce automations gradually within your organization
- Live Online Seminars
- Simple Connection, No Special Requirements
- Limited Class Size to Ensure Meaningful Participation
- Open to All
We have morning, afternoon and evening classes available. See the drop-down menu in the section below to find available classes.
Register
Classes are listed using Eastern Time:
If you do not receive a confirmation email after registering, please contact us at info@grant-foundation.org.