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Reports that write themselves for Not-for-profits

Grant reports that start from a filled-in draft

Grant reports that start from a filled-in draft
Reports that write themselves for Not-for-profits

Grant reports that start from a filled-in draft

AI can fill in the numbers on a grant report, so your staff can spend their time on the parts only they can write. We work with a community food relief charity whose coordinator lost close to a week every quarter turning three volunteer spreadsheets into the funder's report. An AI helper now totals meals served and households helped and fills the template. The first draft takes about a day. Staff still write the stories, and the coordinator checks every number.

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What it drafts

Reports a small charity can stop building by hand

01

Funder and grant reports

Totals from your spreadsheets filled into each funder's template, with gaps flagged for the coordinator.

02

Board papers

A monthly summary of volunteers, programs, and money from your records, ready for the treasurer and chair to add to.

03

Annual report numbers

The year's totals, counted the same way every year, so comparisons hold up.

04

Volunteer hours

Hours by program and site, which many funders and awards ask for.

Where the reporting week goes

Funders want reports, and they want them on time and in their own format. For a small charity, that means the coordinator stops everything once a quarter to open every volunteer spreadsheet, add up meals or visits or hours, check them against last quarter, and type the totals into the funder’s form. Then the board wants a version, and the annual report wants another. Each one takes days the charity can’t spare.

How the report gets made

A report that writes itself (the industry calls it automated reporting) pulls your numbers from where they already live and fills them into the format someone needs. For a charity, we start with the report that costs the most time, usually the main funder’s. An AI helper reads your volunteer spreadsheets, totals what the funder asks for, and fills the template. The coordinator checks every number against the source and adds the parts only staff can write.

A charity coordinator checking a filled-in funder report against volunteer spreadsheets

A food relief charity’s quarterly report

We work with a community food relief charity with two paid staff and about thirty volunteers. Every quarter, the coordinator lost close to a week to the report its main funder asks for, because the numbers lived in three different volunteer spreadsheets. Now an AI helper reads all three sheets, adds up meals served and households helped, and fills the funder’s template. The first draft takes the coordinator about a day. We also tried having it write the short stories about the people the charity helps. The staff wanted to tell those in their own words, and they were right, so now it only does the numbers.

Where staff still write

One volunteer site still logs meals on paper, so someone types those totals in by hand before the AI helper runs. The coordinator checks every number before the report goes out. And the stories, which are often what funders remember, stay with the people who know them.

If your team spends weeks on reporting, get your AI Starter Plan and tell it where the time goes.

Read more

Read about our Reports that write themselves service, and how we help small teams in not-for-profits.

FAQs

Common questions

Can AI write the whole grant report?
It can fill in the numbers. At the food relief charity we work with, we tried having it write stories about the people helped, and staff wanted to tell those in their own words. They were right, so it does the numbers only.
How do we know the numbers are right?
The coordinator checks every total against the source spreadsheets before the report goes out. The AI helper does the adding, and a person signs off.
What if one site uses paper?
Those totals get typed in by hand before the report runs, which is still the case at one site for the charity we work with.
What does it cost?
A small charity often fits Solo at $990 a month, which covers 1 AI helper set up and kept running, 2 hours a month of our time, and AI running costs.
Does it work with different funders' templates?
Yes. Each funder's template is set up once, and the same records fill each one.
Take the next step

Get your reporting week back

Tell us which reports your charity owes and where the numbers live. Get your AI Starter Plan and you'll see how to start each one from a filled-in draft.

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