Neon CRM Workflow Automation Recipe Book
Automated engagement templates to help you save time and build better relationships
If your nonprofit isn’t using automations, you’re probably wasting a lot of your time.
With automations in your CRM, you’re able to cut down the amount of time spent on repetitive tasks and focus on what matters: your mission. In Neon CRM, we call these automations workflows. Each recipe to make a workflow happen is made of three parts: triggers, targets, and actions.
For nonprofits, automated workflows are perfect for building donor segments, maintaining and updating your data, and connecting with your supporters.
We have 14 ideas, so that you can automate:
- Small but powerful time-saving workflows
- Lapsed and recurring donor engagement campaigns
- Fundraising workflows
- Event follow-up
- Membership management
- Volunteer application responses
Pair this recipe book with our AI resources for nonprofits, including automation prompts and skills that you can add to your team’s toolkit.
More Guides
