Discover how Power Automate can transform your workflows, boost efficiency, and seamlessly integrate with Raiser’s Edge NXT. This session will kick off with a practical overview of how to set up and connect Power Automate—whether your organization uses Microsoft or Google platforms.

We’ll explore the key advantages of automation, including reducing manual tasks, improving data accuracy, and streamlining reporting. Through a live, step-by-step demonstration, you’ll learn how to build a workflow from scratch—perfect for those who are new to automation or hesitant to get started.

But we won’t stop at reporting. You’ll also see how Power Automate can enhance donor and constituent management. Learn how to automate donor updates, manage custom fields for tracking loyalty and leadership giving, and improve data visibility with custom constituent tiles.

By the end of this session, you’ll walk away with actionable insights and a clear understanding of how to use Power Automate to drive consistency, automate key processes, and deepen donor engagement. Whether you're just beginning or looking to refine your existing workflows, this session will equip you with the tools and confidence to take the next step.