Program and participant intake
Turn form submissions into organized records, next steps, and review-ready summaries without retyping the same information.
We help non-profit teams use AI inside program, fundraising, event, reporting, and administrative work—then build the repeated parts that should not keep moving by hand.
The valuable work is relational: serving people, building trust, raising support, and running programs. AI is most useful when it reduces the document handling, follow-up, and system-to-system work surrounding those responsibilities.
Turn form submissions into organized records, next steps, and review-ready summaries without retyping the same information.
Create a repeatable way to compare opportunities, gather requirements, and prepare source-backed notes for the person making the decision.
Move requests from intake to drafts, approvals, schedules, and follow-up while keeping a person in control of what gets sent.
Collect information from the files and tools your team already uses, then prepare consistent board, program, or expense reporting.
We map one repeated workflow, including who owns it, where information comes from, and what must stay under human review.
We work with your team inside its real tools so people leave with practical workflows they understand and can reuse.
If the process should run without someone driving every step, we build the connections, automation, and review points.
For spARK Labs by ARK Invest, we turned expense and event requests into reusable AI-assisted workflows, then connected Claude to the team’s intake, membership, access, and email systems through one secure endpoint.
PDFs, forms, document preparation, and approvals moved through a consistent workflow the team could launch with a simple command.
Claude gained controlled access to intake, membership, building access, and email drafting—with authentication and human review built in.
No. We start with one workflow and the tools you already own. A useful first step may be team enablement rather than custom software.
We define what the workflow may access, who can use it, where review is required, and which information should remain outside the system.
The goal is to remove repeated administrative work, not the relationships and judgment your mission depends on. People remain responsible for decisions and communication.
Choose a recurring process with clear inputs and a clear output: intake, event requests, expense reporting, or recurring funder research.
We will help you determine whether it needs training, a custom build, or a simpler fix.