Workflow Wins: How to Automate Tasks Without a Software Developer

​Still stuck sending the same reminder emails manually? Tracking data across five different spreadsheets? That ends here.

​This Lunch & Learn is your step-by-step guide to bringing automation into your nonprofit — without hiring developers, learning to code, or blowing your budget.

​We’ll walk you through how nonprofits are freeing themselves from busywork by automating high-friction, low-value tasks. From automating donor welcome sequences to streamlining board reporting, we’ll show you real nonprofit workflows that are saving teams hours every week.

​This isn’t about adding more tools to your plate. It’s about making the ones you already use work together — seamlessly.

​What We’ll Cover

​The simplest automations every nonprofit can implement in under an hour

• ​Free and low-cost tools (like Zapier, Make, and Airtable) that connect your systems

• ​The 80/20 of nonprofit automation — what not to automate and where to let go

• ​Real-world examples from lean nonprofit teams doing more with less

• ​A framework to help you identify your own automation opportunities

​What You’ll Get

• ​A plug-and-play "Nonprofit Automation Starter Kit"

• ​Sample automations for donor comms, program reporting, and internal ops

• ​An automation mapping template to build your first workflow step-by-step

• ​Our recommended list of no-code tools (and how to choose the right ones for you)

​If your team is overwhelmed by repetitive tasks, this session will give you immediate relief — and a smarter, simpler path forward. You don’t need a bigger team. You need better systems.