If you're a small nonprofit looking to save time and modernize your operations, this automation guide is a great place to start. Created in collaboration with Just Be Cause Consulting as part of their Fall 2025 “Prepared to Impact” bundle, this tool helps you explore how automation and AI can work together to reduce repetitive tasks and improve donor engagement — all using Microsoft 365.
This guide serves as a practical and educational introduction to building automations that integrate with artificial intelligence. With step-by-step instructions, you’ll learn how to create a no-code workflow in Power Automate that reads donor data from Excel, uses AI to generate highly customized professional donor emails, saves them as Outlook drafts, and updates the original Excel file with the draft creation date for tracking. It’s an easy, secure way to see what’s possible — even for teams with limited tech experience.
Built entirely on the Microsoft 365 platform, this solution benefits from Microsoft’s built-in security and compliance, giving you confidence when handling sensitive donor information.
For a limited time, we’re also offering a free 15-minute virtual assistance call to help you get set up and answer any questions. It’s a small investment of your time that can unlock big results. Just use our Contact Us page to request assistance.
At GreenMerits Consulting, helping nonprofits adopt automation and AI tools is one of our core services. Whether you're testing the waters or ready to dive deeper, this guide is a great first step.
Click the image below to get your copy of the guide.
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