AI Automations Guide

How AI Automations Work

Open ✨ AI Automations from the dashboard's button row. Three automations are data-driven: they read your audit's section scores and red flags, so complete (or at least start) the audit first. The rest take a quick description right on the card.

• Your results, not invented ones. Drafts use only your actual scores, flags, and what you type; nothing is fabricated.
• Every output opens in an editable preview with Copy, Text (.txt), Print, Word (.docx, with your document branding), and Email.
• Guidance, not advice. Everything is operational guidance, not legal, tax, or accounting advice; significant issues deserve a professional.
• Pricing: free for everyone during the beta, then part of a paid plan. The colored chip on each automation shows its planned tier.

Board Operations Summary Autopilot Pro

Where the app's Board Summary screen gives the numbers, this writes the narrative: a memo a board member can absorb in three minutes covering overall health, strengths (credit where due), areas needing attention and why they matter to the board's duty of care, management's plan, and what the board is asked to support.

Implementation Guide Autopilot Pro

Your action plan says WHAT to fix; this explains HOW. Type any single improvement ("start monthly bank reconciliations," "adopt a conflict of interest policy," "set up 2FA") and get a step-by-step guide sized for a small team: why it matters, what to have in hand, the steps in order, time and effort, common mistakes, and how to know it is working.

Internal Controls Checkup Autopilot Pro

Describe how money actually moves through your organization (who opens mail, deposits, pays bills, reconciles, approves, runs payroll) and get a review against the small-nonprofit fundamentals: separation of duties, independent reconciliation review, thresholds, documentation, and access removal. Gaps come in risk order, each with its cheapest fix, including the board-member workarounds that make controls possible on a two-person team.

Operations Improvement Plan Autopilot Max

The flagship. It reads your completed audit (every section score and every red flag) and builds the prioritized plan: an honest read of where you stand, priorities in order (critical financial and legal items always outrank cosmetic ones), a concrete first-90-days plan matched to the capacity you describe, the rest-of-year roadmap, and how to prove progress by re-running the audit.

Operations Manual Starter Autopilot Pro

The document your successor would need: a full operations manual skeleton (governance rhythm, financial procedures, people, programs, technology, continuity) with starter text per section and bracketed prompts for your specifics. Describe your organization's basics and it builds the frame; you fill in the details over time.

Organizational Capacity Statement Autopilot

Grant applications ask for "organizational capacity," and most small nonprofits undersell themselves. This drafts the confident, factual paragraph from your audit strengths: governance in place, financial stewardship, staffing, systems, and track record. A direct payoff from doing the audit: your operational maturity becomes a fundable story.

Process Documentation (SOP) Drafter Autopilot

Explain a recurring task out loud (the monthly close, the donor thank-you flow, the event checklist) and get a clean standard operating procedure a brand-new person could follow: purpose, who and when, what is needed, numbered steps, and what done looks like. Documented processes survive turnover and are exactly what the audit's Operations section checks for.