Features and integrations
One friendly place to automate charity admin
Turn CRM data into useful work with templates, rules, actions, schedules and clear run histories.
Content templates
Create reusable email and Word document templates with CRM placeholders, formatting functions and conditional content.
Task builder
Build scheduled or webhook-triggered tasks through a guided wizard, without writing integration code.
Flexible rules
Choose which records continue using grouped AND/OR conditions, typed fields and realistic sample data.
Ordered actions
Send email, add or update CRM records, generate documents, call webhooks and reuse outputs from earlier actions.
Background processing
Process large datasets in manageable queues with per-record progress, retries and clear run status.
Runs and logs
See what ran, what succeeded, what failed and which documents were generated for staff to download.
Connect the services behind your workflow
Credentials and data are stored securely in your WordPress website. Pull-in your CRM information in real-time so you always get the most recent results.
Give your team a helpful automation companion
Build dependable workflows around the CRM data and content you already use.