About this Event
AI for Nonprofits: Building Workflows That Work
Most nonprofits don't need more software. They need workflows that actually save time. At our upcoming UNITE North Texas gathering, you'll learn how AI can help simplify the repetitive work that takes valuable time away from your team and your mission.
Through an interactive session with Nicole Serralta, CEO and Founder of Certified Tech Solutions, we'll explore practical ways nonprofits can use AI in their everyday workflows:
- Finding the right opportunities for AI: How to identify processes where AI can actually help and where it can't
- Real nonprofit workflows: Practical examples for donor communications, volunteer coordination, event follow-up, social content, grant research, and meeting notes
- The CALM Framework: A simple approach to getting clarity, auditing repetitive tasks, layering in AI or automation, and maintaining your systems
- Getting started: How to choose one process you can begin improving this week
- Using AI responsibly: Important data privacy considerations and guardrails for nonprofit teams
This session is designed to be practical, approachable, and immediately useful. No coding. No jargon. You'll leave with real examples, a simple framework, and a process you can start improving right away.
Why This Matters
When nonprofits use technology strategically, they can spend less time on repetitive tasks and more time focused on their mission.
AI can help nonprofit teams:
- Reclaim valuable staff time
- Simplify repetitive administrative work
- Improve donor and volunteer communications
- Support content creation and research
- Build more efficient workflows without needing an IT team
AI isn't about replacing the human side of nonprofit work. It's about creating more time for it.
Who Should Attend
- Nonprofit executive directors and founders
- Development and fundraising professionals
- Marketing and communications teams
- Operations and administrative staff
- Nonprofit leaders exploring practical AI solutions
- Anyone looking for ways to make their team's workflows more efficient
Whether you're already experimenting with AI or aren't sure where to start, this session will meet you where you are.
Agenda
Welcome & Why This Matters
Info: Quick poll: “What's eating your time right now?” Sets the stakes for the session.
What AI Actually Is, and Isn't
Info: Demystify AI vs. automation, clear up common myths, ease any
hesitation in the room.
The CALM Lens for AI
Info: A simple way to evaluate where AI fits in a workflow: get Clarity on the process, Audit what's repetitive, Layer in AI or automation, Maintain and adjust over time.
Real Nonprofit Workflows in Action
Info: Live examples: donor thank-you emails, volunteer scheduling, social content, grant research assistance, meeting notes and summaries.
Getting Started This Week
Info: How to pick one process to automate, beginner-friendly tools to try, and data privacy guardrails nonprofits should keep in mind.
Q&A and Next Steps
Info: Open floor, plus a simple takeaway sheet or next step for attendees.
Event venue & nearby stays
Caddo Office Reimagined - Mapleshade, 4324 Mapleshade Lane, Plano, United States
Concerts, fests, parties, meetups — all the happenings, one place.