01Map One Recurring Nonprofit ProcessChoose a workflow such as grant evidence collection or donor enquiry routing. Document its trigger, required information, responsible staff, exceptions and baseline measures, such as unresolved requests or overdue reporting tasks.
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02Confirm Data Access and Decision BoundariesAssess the organisation's actual systems, available exports or interfaces, permissions and data quality before selecting connections. Define what the assistant may read, draft or update, and reserve safeguarding, financial, legal and eligibility decisions for qualified staff.
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03Test With Representative CasesUse appropriately protected sample records to test normal requests, missing information, conflicting instructions and urgent cases. Review proposed outputs with fundraising, programme or finance owners before enabling live actions.
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04Launch With Review and Exception TrackingEnable agreed actions gradually, retain activity records and route uncertain cases to named owners. Monitor workflow-specific measures and revise rules when funder requirements, programme policies or staff responsibilities change.