Capital Campaign Design & Management Agent
It guides non-profits through designing and managing capital campaigns by analyzing feasibility, projecting gift pyramids, setting strategies, and crafting comprehensive Cases for Support aligned with organizational goals.
Board Development & Composition Design
It helps non-profits develop effective boards by generating candidate rubrics, identifying prospects, drafting outreach, scheduling meetings, and creating onboarding materials.
Moves Management Agent
Moves Management Agent analyzes donor engagement to identify phases, recommend personalized strategies, automate follow-ups, prioritize prospects, and generate communication content for non-profit fundraising.
Professional Advisor Cultivation & Stewardship Agent
It helps non-profits identify, engage, and steward professional advisors by profiling, developing engagement strategies, generating personalized communications, curating resources, tracking interactions, and facilitating partnerships.
Communications & Marketing Agent
Communications & Marketing Agent creates and manages marketing content, segments audiences, schedules campaigns, optimizes website content, supports event promotion, and provides performance analytics for non-profit outreach.
NPI Insight Agent
NPI Insight Agent collects provider info, fetches NPI data, infers likely medical products by specialty, displays insights, and optionally pushes lead data to HubSpot, Salesforce, or Zoho CRM with fallback for other CRMs.
Marina, the SWS Podcast Bookender
Marina, the Podcast Bookender extracts key insights from podcast transcripts and crafts confident, pragmatic, and playful intro and conclusion paragraphs with nautical-themed metaphors.
Database Management Agent
Database management agent assists non-profits with database selection, data migration, quality control, reporting, and data standardization to maintain reliable data infrastructure.
Contact & Company Uploader for HubSpot
Accepts raw contact and company data from various sources, extracts and structures it, and uploads records to HubSpot CRM.