“Which grants need attention this month?”
Use available grant stages, application dates, report deadlines, and funding records to focus the next review.
AI for Nonprofits / Just Ask
Sometimes you don’t need
another report.
You just need an answer.
Ask practical questions about funding, relationships, and the work ahead. Supported AI connections help a compatible assistant work with the DevFloHQ information and connected systems available to your organization.
Talk through an AI workflow ↗
Explore example questions ↓A 30-minute discovery call with Nick
01 / Where the conversation happens
Your assistant.
An agreed connection.
Your team’s judgment.
You ask in a compatible AI assistant configured to use a supported DevFloHQ connection. This page demonstrates the approach; it is not a live chatbot inside the platform.
MCP is the connection standard. It lets an assistant request information through specific tools. It does not automatically make every record—or every system—available.
We confirm the assistant, supported tools, data sources, access, and any separate subscription costs during setup.
02 / Start with a question from your work
Ask what you need to understand.
“What revenue is expected but not yet received?”
Work with available cash-flow records and payment timing, keeping commitments separate from cash received.
“What program results can inform this grant report?”
Connect the funding context with agreed program records and measures. This requires a supported program-data connection.
Example questions, not live queries. The questions a connection can support depend on the tools, fields, and sources enabled for your organization.
03 / Funding + impact, in one conversation
From a question
to a starting point.
Harbor Light is the fictional organization used in our demo. This prewritten exchange illustrates what a configured connection could support.
See how Programs connects →What program results can we include in our Cornerstone Legacy Fund grant report?
EXAMPLE ANSWER
Cornerstone is linked to Nutrition in Harbor Light’s program records. Nutrition served 212 older adults and delivered 18,640 meals this fiscal year.
These are program-wide results. They are not attributed solely to Cornerstone’s funding.
Before reporting: verify the source records, reporting period, and funder requirements. A useful answer still needs your team’s review.
04 / What makes the answer possible
Clear sources. Defined access.
A result you can review.
- 01
Choose the question
Start with one development task and identify what information an accurate answer would need.
- 02
Confirm the connection
Check the compatible assistant, supported tools, organization access, and available fields. Program records require their own agreed connection.
- 03
Validate the answer
Compare the response with known records. Check missing information, dates, definitions, and what the results can actually support.
A custom concept / Development Intelligence
Connected perspectives.
One development plan.
A proposed model for coordinating event, grant, and major donor perspectives around the decisions your team needs to make.
This is a future-state custom concept, not a standard Core feature or a claim that these agents are already running for every customer. Agents, data sources, permissions, and deliverables are agreed in a written scope.
Explore the Development Intelligence model
One coordinated direction.A proposed multi-agent structure, shaped around your organization.
Shared foundation
Your development context
Your mission, funding priorities, program impact, relationships, and institutional knowledge.
Files & documentsSpreadsheetsDevFloHQ recordsApproved connected systems
Relevant context is shared with each branch within its approved access.
Events
Development context
- Event briefs & calendars
- Budgets & sponsorship history
- Guest lists & vendor details
Event agents
Logistics agentSponsorship agentGuest experience agentBranch coordination
Event Planner Agent
Brings the event agents’ findings into one coordinated event plan.
Timelines · budget needs · sponsor opportunities
Feeds the Director of Development Agent ↓
Grants
Development context
- Funder guidelines & deadlines
- Program outcomes & evidence
- Prior applications & awards
Focused workstreams
Opportunity researchRequirements reviewReporting preparationBranch coordination
Grant Agent
Connects funding opportunities, requirements, evidence, and reporting priorities.
Funding fit · deadlines · reporting gaps
Feeds the Director of Development Agent ↓
Major donors
Development context
- Relationship & giving history
- Meeting notes & commitments
- Campaign priorities & asks
Focused workstreams
Relationship contextAsk preparationStewardship planningBranch coordination
Major Donor Agent
Connects donor context with thoughtful next moves and stewardship.
Next moves · commitments · relationship priorities
Feeds the Director of Development Agent ↓
Shared coordination
Director of Development Agent
Brings the Event Planner, Grant, and Major Donor agents’ findings together into one development picture, connecting priorities, identifying conflicts, and preparing recommendations for your team.
Unified prioritiesRevenue outlookCross-team opportunitiesRecommended next actions
Your people lead.Your development team reviews sources, sets strategy, and approves decisions and actions.
Free learning tools
Not ready to connect anything yet?
Start with the work, build your team’s understanding, and decide where AI could be useful.
AI Readiness Assessment
Find a useful starting point and the foundations your organization needs.
Explore the resource →First Agent Starter
Define one repeated task, its boundaries, and the decisions that stay with your team.
Explore the resource →Responsible AI Foundations
Set expectations for data, access, oversight, and human accountability.
Explore the resource →Hands-on guidance, built around a real need
Bring the question you keep asking.
We’ll discuss your workflow, the information it depends on, and whether a supported connection is a useful next step.
Talk through an AI workflow ↗A 30-minute discovery call with Nick
Explore pricing & setup →