Automations
Start with a job your team repeats
Charity Automate turns a familiar process into a dependable journey from CRM data to completed work.
Beacon CRM
Bring in the records and relationships you need.
Content Templates
Create personal emails and documents automatically.
Send the right message to the right supporter.
Documents
Generate editable Word letters and reports.
Update Record
Write the result back to your CRM automatically.
Complete
Track every run and keep work moving forward.
Useful automations for charity teams
Begin with practical work that already has a clear trigger, dataset and outcome.
Donation thank yous
Choose the right email or letter, merge supporter and gift data, send it and record the activity in Beacon.
Supporter journeys
Continue a journey based on CRM fields, dates and earlier actions while keeping each step visible.
Mass email
Send a prepared communication through SendGrid and create matching CRM activities for each recipient.
Documents and letters
Turn a Word template into personalised, editable files staff can review, download, print and post.
CRM housekeeping
Update records consistently, create related activities and pass new record IDs through a chain of actions.
Reports and exports
Trigger Beacon export templates and send the response to staff or an external webhook workflow.
Security and privacy
Your connections stay under your WordPress controls
API keys are encrypted before they are stored. Plugin access is protected by dedicated WordPress capabilities, and task runs provide an auditable history of automated work.
- Encrypted service credentials
- Role and capability-based access
- Read-only connection checks
- Run-level progress and logs
- Clear visibility of external services
Give your team a helpful automation companion
Build dependable workflows around the CRM data and content you already use.