Org Intelligence
AI-powered profile builder that reads public information about your organization to power smarter campaigns, donor communications, and AI agent context — all reviewed and controlled by you.
Org Intelligence is an opt-in AI feature that reads public information about your organization and builds a structured profile we use across GiveLink — to write better campaign emails, personalize donor outreach, and give AI agents the context they need.
You control every part of it. You turn it on, you review the profile we build, and you can delete everything at any time.
What it does
When you enable Org Intelligence, we:
- Scan your public website — pages linked from your homepage or listed in your sitemap. No logins, no private data. We don't scan your social media accounts automatically; if you want posts included, add the URLs yourself.
- Read additional sources you provide — any URLs you choose to add, or documents you upload directly.
- Organize what we found into 9 categories: mission, programs, financials, impact, dates, people, voice, social, and community.
- Ask you to review each category through a guided chat before the profile becomes active.
- Keep the profile up to date with a manual refresh you can trigger at any time (no more than once every 30 days).
Getting started
Enable the feature
Go to Settings → Org Intelligence and click Enable Org Intelligence. The first scan usually takes about 5 minutes. You can navigate away — we keep working in the background.
Walk through the review
When the scan finishes, we'll open a chat review. We'll present each category one at a time, summarize what we found, and ask you to confirm it or make adjustments. Click Looks good when a category is accurate, or Let me adjust if something needs changing.
Use the dashboard
Once every category is confirmed, Org Intelligence is active. The dashboard shows one card per category with a summary, source count, and last-updated date. Click Update with AI or any Tell me link to refine the profile through chat.
How chat updates work
Rather than filling out forms, you update your profile by talking to the assistant. Everything below happens through the chat panel:
| You want to… | Just say… |
|---|---|
| Fix something in a category | "The impact numbers are out of date — we served 2,400 people last year." |
| Add a new source | "Please read https://our-org.org/annual-report-2025 and pull anything useful." |
| Block a source | "Don't use Yelp reviews for anything." |
| See what's active | "Show me what source controls are in place." |
| Re-scan my site | "Refresh my sources." |
| Upload a document | Click the paperclip icon in chat and select a PDF, DOCX, CSV, or TXT. PNG and JPG uploads are stored but we don't extract text from images yet. |
The assistant uses tools to fetch documents, show you exactly what it found, and confirm changes before applying them.
Source controls
Some pages are worth pinning and some are worth blocking. Source controls let you set rules for how we handle URLs.
| Action | What it does |
|---|---|
| Block | Never ingest matching URLs. |
| Pin | Always include matching URLs and never overwrite their extracted data. |
| Exclude from refresh | Keep what's there but don't re-fetch the next time you refresh. |
Ask the assistant to add a rule in plain English: "Block anything from yelp.com" or "Pin our About page at https://example.org/about." You can remove a rule the same way.
Refreshing your profile
Refreshes are manual today — the profile doesn't update on its own. When you want the latest content pulled in:
- From the dashboard, click Refresh sources in the top right.
- Or ask the assistant: "Refresh my sources."
To keep things efficient we rate-limit refreshes to once every 30 days. Automatic monthly refresh is on the roadmap but not live yet.
Deleting everything
You can remove all Org Intelligence data and disable the feature at any time.
- Click Update with AI to open the chat.
- Type: "Delete all of my Org Intelligence data."
- The assistant surfaces a confirmation card listing exactly what will be removed — categories, documents, embeddings, audit trail, and source controls.
- Click Yes, delete everything to permanently erase the data and disable the feature.
This does not affect your contacts, payments, campaigns, or other fundraising data. Only the Org Intelligence profile is deleted. You can re-enable later if you change your mind — we'll build a fresh profile from scratch.
Privacy and data handling
- We only read public information. No logins, no private social accounts, no internal documents unless you upload them yourself.
- Extracted content is stored only on your organization's database row (tenant-isolated with Row-Level Security).
- You can see every source we used at any time — ask the assistant "Where did the mission data come from?"
- Uploaded files are scanned for sensitive data and PII is redacted before embedding.
- Disabling Org Intelligence or deleting data removes it completely; we don't keep a backup copy.
Frequently asked questions
Can GiveLink write copy using my Org Intelligence? Yes — when you use the AI email writing tools for campaigns or donor outreach, they automatically pull from your profile so the copy sounds like your organization. (Marketing and social copy generators don't read Org Intelligence yet — that's on the roadmap.)
What if the AI gets something wrong? Tell the assistant. "The impact numbers are off" or "This mission summary isn't quite right, here's how we actually describe it." Changes apply immediately and stick across refreshes (pinned fields are never overwritten).
Will this slow down my dashboard? No. Org Intelligence runs in the background. The first scan takes about 5 minutes, and refreshes after that only run when you trigger them.
Can I export what you've gathered? Not yet — the roadmap has an export feature. In the meantime, ask the assistant for a summary of a specific category and copy it out.
Related
- Campaigns — how Org Intelligence data powers smarter campaign copy
- Email — how the profile shapes donor outreach
Last updated on 4/30/2026