Team library and document Q&A: upload, search and review
Bring team files into a library, choose sources for AI answers, and check processing, permissions and document versions before relying on the results.
Events and volunteer management
Create events, open registration, check in with QR codes, and manage volunteers so attendance records can support grant reports and outcome reports.
Surveys and data collection
Create and publish surveys, import existing Excel data, and build AI analysis datasets that support SROI calculation and outcome reports.
Donations and use of funds
Create donation pages, issue receipts, manage recurring donations, and explain fund use, keeping donation records and outcome reporting traceable to their sources.
Team collaboration and task assignment
Invite members, assign tasks, use team conversations, and tag AI in a conversation so it helps organize the discussion alongside your team.
Create reports, presentations, and Excel workbooks with AI
Delegate report drafting to a digital employee: it reads project data to prepare Word, PowerPoint, and Excel drafts and grant report outlines that you check against sources.
Generate a website from one sentence with Magic Web
Generate a website from one sentence with Magic Web: build a draft from confirmed content, manage versions, configure a custom domain, and publish.
Professional outcome templates for SROI, ESG, and ISO
Professional templates for SROI calculation, ESG data collection, and ISO documents: what AI prepares and how work moves to review.
Project handover documents and report drafts: checklist and example
Prepare project records, sources and report drafts for human review. Follow the handover checklist and compare a fictional source record with a Word summary.
Best practices
Best practices for working with digital employees: file material early, state sources and requirements when delegating, and avoid last-minute searches before grant reporting and delivery.
Digital employee scenarios for three types of teams
How general organizations, enterprise ESG and cross-organization teams, and nonprofits with grant-funded programs delegate follow-ups, ESG data collection, and grant reporting evidence.