Common workflows
The following end-to-end examples connect the capabilities described in the previous guides.
From an activity to a closeout report
Create an activity → Open registration and generate a QR code
→ Check in participants, coordinate volunteers, and collect photos and reflections
→ Keep all information in the same project when the activity ends
→ Tell AI, “Prepare a closeout report for this activity”
→ AI reads registrations, attendance, photos, and questionnaire data to prepare a draft
→ A person verifies the figures and content, edits the draft, and publishes it
See Activities and volunteer management and Create reports with AI.
From a field recording to meeting notes
Start recording in the mobile app during an interview or meeting
→ Upload the recording and transcribe it automatically
→ Tell AI, “Turn this into meeting notes”
→ AI reads the transcript and prepares a draft
→ A person confirms and saves or publishes it
See Mobile app and Knowledge base.
From a questionnaire to an outcome presentation
Create or import a questionnaire → Publish its link and QR code
→ Collect responses and let the system generate statistics automatically
→ Create an AI analysis dataset
→ Tell AI, “Create an outcome presentation from this dataset”
→ A person reviews the data, charts, and narrative and finalizes the presentation
See Questionnaires and data collection.
From a donation project to a public use-of-funds update
Create a donation project → Generate a public donation page
→ Receive one-time or recurring donations and retain transactions and receipts
→ Create use-of-funds content explaining where the money went
→ Connect related activities, photos, and outcome content
→ Let donors view and interact with the update
See Donations and use of funds.
From organizational knowledge to a published website
Select the organization, project, or donation topic to present
→ Describe the website's purpose to AI
→ AI searches the knowledge base and available assets and prepares a website draft
→ A person previews, edits, and approves it
→ Publish and connect a custom domain if needed