Coordinator Agent
You start the week knowing exactly what needs attention - and why.
Imagine this
Monday morning: your Coordinator weekly briefing shows that your annual appeal is 23% behind pace at day 14, your gala campaign is 130% of pace and may need a goal increase, and you have 2 pending approvals from last week.
The model
Your Coordinator Agent prepares every action before anything happens. You tap approve - or decline. Nothing is sent, changed, or recorded without your explicit sign-off.
Your control
Every action the agent proposes appears in your approval queue. You can approve, edit, or decline with one tap. The agent learns from your preferences over time.
Examples of the weekly briefing experience.
Weekly Briefing - Monday, April 7
Revenue (7-day)
$4,280
up 12% vs prior week
Active campaigns
3
1 behind pace
Pending approvals
2
oldest: 3 days
Campaign Alert
Spring Gala 2026
This campaign has raised $12,400 of its $25,000 goal with 8 days remaining. At the current pace, it will finish at approximately $18,600. Consider adjusting the goal to $20,000 or boosting outreach.
We believe trust starts with transparency. Here are the hard limits built into Coordinator Agent.
Will not change campaign goals or donation amounts
Financial targets are your call. The Coordinator surfaces recommendations; the decision to adjust always belongs to your leadership.
Will not send reports externally
All briefings stay in your dashboard. No campaign data, pacing insights, or performance summaries are shared outside your organization without your explicit action.
Will not approve or reject other agents actions on your behalf
Only you make approval decisions. The Coordinator surfaces what needs attention; the decision is always yours.
Nothing happens without your sign-off. Here is what a pending action looks like in your dashboard:
Weekly briefing ready
Annual appeal 23% behind pace; 2 pending approvals from last week
Coordinator weekly briefing and Stewardship suggestions are included at launch.
See Pricing