Reduce administrative work and help your teams act faster with AI
Smart Source develops AI agents that work with your nonprofit systems, data and processes. Support donor engagement, volunteer coordination, case work, event operations, reporting and routine administration with secure, human-supervised AI workflows.
- Donor and fundraising intelligence
- Case and programme assistance
- Volunteer and event coordination
- Reporting and administrative automation
AI That Works with Your Existing Systems
Connect AI agents to approved organisational data and workflows while keeping staff responsible for review, decisions and final actions.
- Microsoft Power Platform and Dataverse
- Donor, volunteer and case management systems
- Microsoft 365 documents and communications
- Power Automate workflows and approvals
- Human review and controlled access
Turn organisational data into timely, useful assistance
AI agents can retrieve authorised information, summarise records, draft content, identify pending work and prepare recommended next steps. Staff remain in control of decisions, approvals, communications and updates to operational systems.
- Summarise long records, communications and activity histories.
- Draft emails, letters, reports, meeting notes and programme updates.
- Identify missing information, overdue tasks and follow-up items.
- Retrieve relevant policies, procedures and organisational knowledge.
- Prepare structured recommendations for staff review and approval.
NCSS funding may be available for qualifying AI projects
Eligible Social Service Agencies may apply for support under the NCSS Transformation Sustainability Scheme for qualifying AI and digitalisation projects.
Depending on the selected functions and implementation scope, a project may be considered as an AI Personal Productivity Solution under Green Lane or as a bespoke digitalisation project.
Smart Source AI Agents are not presented as an NCSS pre-approved solution. Funding eligibility depends on the selected functions, project scope, agency eligibility, organisational health requirements, prevailing funding limits and formal NCSS approval. A Green Lane AI Personal Productivity Solution must satisfy at least two of the qualifying categories specified by NCSS.
Support staff without removing human judgement
Use AI to prepare information, reduce repetitive work and improve consistency while ensuring staff remain accountable for decisions, approvals and client-facing actions.
AI assistance across donor, volunteer, case and programme operations
Smart Source AI agents can be configured for specific roles, approved data sources and operational workflows rather than providing unrestricted access to organisational information.
Donor Intelligence Agent
Summarise giving history, engagement, preferences and outstanding follow-ups to help fundraising teams prepare for donor communications.
Campaign Planning Agent
Assist with donor segmentation ideas, campaign plans, outreach schedules, message drafts and follow-up activities.
Communication Drafting Agent
Draft personalised emails, letters, thank-you messages, notices and formal correspondence using approved templates.
Case Worker Assistant
Prepare case summaries, identify pending documents, highlight upcoming reviews and organise information for staff consideration.
Case Note and Report Assistant
Convert structured notes into draft case updates, session summaries, review reports and programme documentation.
Volunteer Matching Agent
Suggest suitable volunteer opportunities using approved profile data such as skills, interests, availability, experience and location.
Event Operations Agent
Summarise registrations, capacity, waiting lists, attendance and outstanding communications for event teams.
Programme Reporting Agent
Prepare draft programme reports using approved structured data, activity records, service outputs and outcome measures.
Grant Reporting Agent
Assist teams in organising project outputs, evidence, milestones, financial information and narrative updates for grant reporting.
Knowledge and Research Agent
Retrieve, compare and summarise authorised policies, procedures, research documents and organisational knowledge.
Document Creation Agent
Draft reports, proposals, meeting notes, project updates, operating procedures and other documents for staff review.
Administrative Task Agent
Identify pending tasks, organise follow-ups, prepare reminders and support structured administrative workflows.
Integration with Your Existing Systems
Connect AI agents to approved applications and data sources through controlled integrations and workflow automation.
- Smart Source donor management system
- Volunteer, case and event management solutions
- Microsoft Dataverse and Power Apps
- Power Automate workflows and approvals
- Microsoft 365 documents and email
- SharePoint and authorised knowledge repositories
- Approved APIs and external systems
Responsible AI and Data Controls
Design AI workflows around organisational policies, access permissions and appropriate human review.
- Role-based access to authorised information
- Human review before important actions
- Clear separation between drafts and approved records
- Controlled prompts, instructions and data sources
- Activity logging and traceability where configured
- Data minimisation and secure integration design
- Testing before production deployment
AI agents designed around your systems and processes
Smart Source combines Microsoft Power Platform, Dataverse, Power Automate, Microsoft 365 and suitable AI services to create role-specific agents and automated workflows for nonprofit operations.
- Microsoft Power Apps for operational user interfaces
- Dataverse for structured organisational data
- Power Automate for workflow and approval automation
- Microsoft 365 and SharePoint integration
- Role-based authentication through Microsoft Entra ID
- Configurable prompts, actions and knowledge sources
- Controlled deployment and user acceptance testing
Start with a focused use case and expand responsibly
Our implementation process identifies suitable tasks, prepares authorised data and integrations, configures the agent, validates outputs and introduces the solution through controlled user testing.
Discover
Identify repetitive work, user needs, available data, risks, expected benefits and approval requirements.
Design
Define the agent’s role, instructions, authorised knowledge, actions, integrations and human review points.
Build and Test
Configure the solution, connect approved data, test outputs, review risks and conduct user acceptance testing.
Deploy and Improve
Train users, deploy the approved workflow, monitor usage and refine the agent based on operational feedback.
Explore practical AI opportunities for your nonprofit
Speak with our solutions team about your current systems, administrative challenges, AI use cases, data requirements, implementation approach and potential NCSS funding pathway.
Book an AI Discovery Consultation