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Using Microsoft Power Automate, you'll be able save your organization time by automating repetitive tasks, such as sending notifications and updating records.

Ways Power Automate can help

You can use Power Automate to:

Create smart notifications:
- Send email notifications for important gifts
- Remind staff about upcoming constituent birthdays
- Alert a fundraiser or relationship manager when a major donor unsubscribes from a newsletter
Automate business processes:
- Create letters and acknowledgements automatically based on data in Raiser's Edge NXT
- From an incoming email, unsubscribe a constituent from physical or digital newsletters
- After a webinar, capture attendance as a constituent action

Tutorials

Acknowledgements

Learn how to create various acknowledgements with Raiser's Edge NXT and Power Automate.

Adaptive Card add-ins

Use Power Automate to build an Adaptive Card as a SKY Add-in.

Birthday notifications

Notify colleagues of upcoming constituent birthdays.

Gift notifications

Notify colleagues of incoming gifts.

See how to use a button add-in to trigger a flow.

Volunteer sign-up

Capture and add volunteer interest to constituent records.

Videos

Building a gift digest notification

See how to use Power Automate with Raiser's Edge NXT to build a gift digest notification flow.

Create a workflow with Power Automate

See how you can create gift notifications using Power Automate.

Financial workflows

This video shows you how to leverage Microsoft's Power Platform with Financial Edge NXT to automate common workflows.