Workflow Agents

Workflow automation made easy.

Workflow Agents help fundraising teams automate processes in Raiser's Edge NXT using a visual drag-and-drop designer and AI-powered natural language. Simply describe what you want each step to do, and AI helps build and maintain the workflow.

See it in action

Workflow Agents in 2 minutes.

See how visual drag-and-drop workflows and natural language come together inside Raiser's Edge NXT.

Why Workflow Agents
Describe each step in plain English—AI does the hard work.

Why customers choose Workflow Agents

  • Workflow automation made easy.
  • Visual drag-and-drop workflow builder.
  • Describe each step in plain English—AI does the hard work.
  • Built specifically for Raiser's Edge NXT.

Ideal customer

  • Raiser's Edge NXT customers
  • Teams with repetitive manual processes
  • Organisations interested in AI-powered automation
  • Anyone evaluating workflow solutions
The conversation

Listen for...

  • “We do that manually.”
  • “Someone has to remember.”
  • “It's tracked in a spreadsheet.”
  • “That process takes hours.”
  • “We'd love to automate that.”

Ask...

  • Which processes happen every day or every week?
  • What depends on someone remembering?
  • Where are staff copying information between systems?
  • If you could automate one process, what would it be?
Common use cases

Workflow automation made easy.

Welcome new supporters
Stewardship workflows
Major donor notifications
Gift processing and follow-up
Consent and communication preference management
Data quality improvements
Internal notifications and approvals
Competitive positioning

Purpose-built for Raiser's Edge NXT.

Compared with Raiser's Edge NXT Workflow Designer

Workflow Agents complement Workflow Designer by making it easier to create richer workflows using AI, a visual drag-and-drop designer and natural language instructions.

Compared with Microsoft Power Automate

Workflow Agents are purpose-built for Raiser's Edge NXT, making them faster to implement, easier to maintain and accessible to fundraising teams without specialist workflow expertise.

Next step

Book a Workflow Agents demonstration.

Ask the customer to identify one manual process they'd like to automate. Most organisations discover several opportunities within the first few minutes.

Customer-facing resources

Ready to pass it on?

Copy the customer-facing product page straight into an email, or jump to current pricing.

Need help with an opportunity?

Contact the Red Arc team.

Questions, customer conversations or help choosing the right next step—we’re happy to help.

sales@redarc.systems