Automated grant reporting and client intake processes, saving 20+ hours per week for a small nonprofit team.
RI Community Action's 5-person team was spending over 20 hours weekly on manual data entry, grant reporting, and client intake paperwork. Staff were burned out and programs were suffering.
Audited all administrative workflows and identified automation opportunities
Set up AI-powered document processing for client intake forms
Built automated grant reporting templates using ChatGPT
Created Zapier workflows connecting their CRM, email, and spreadsheets
Trained the entire team on using AI tools for daily tasks
An integrated automation system that handles client intake processing, auto-generates grant reports from program data, and connects all their tools so information flows without manual entry.