Nothing leaves without a checkmark
Iris prepares external messages, record changes, and commitments in your shared channel. The appropriate team members review and approve each item before Iris takes the action.
Each type of work follows the approval path your team defines. Iris tracks what is waiting, reminds the right people, and records each decision.
I prepared two actions from today’s deposit report. Each one follows your team’s approval path.
Record the matched gift
Send acknowledgment letter
It remembers, so your team doesn't have to
Iris builds a durable working memory of how your nonprofit operates. It learns your routines, priorities, funder preferences, and the context behind recurring decisions.
This memory helps Iris produce more relevant work over time. It preserves organizational knowledge without storing donor, client, or participant PII.
Yes. Final review now happens three business days before submission so the finance lead has time to verify the budget.
Deposits in, acknowledged gifts out
Iris turns deposit reports into prepared CRM entries and acknowledgment letters. It matches donors, identifies first-time and major gifts, and drafts each thank-you in your organization’s voice.
Your team reviews the gift record and the acknowledgment before anything is entered or sent. Iris keeps the work moving and gives your staff a clear record of what happened.
Iris found the donor and prepared the next steps.
Deadlines that never sneak up
Iris tracks reporting deadlines and gathers the financial and program information needed for each report. It drafts narrative sections and organizes supporting material for the right reviewers.
Your team reviews and submits each report. Iris monitors the timeline, follows up on missing pieces, and alerts the team before a deadline is at risk.
Relationships that don't fall through the cracks
Iris monitors stewardship activity and identifies donors who need attention. It prepares lapsed-donor briefings, outreach lists, retention updates, and personalized draft messages.
Your team decides who to contact and approves every message. Iris helps staff follow through consistently while preserving the context behind each relationship.
Your message stays consistent
Iris turns program updates, event details, impact stories, and campaign priorities into coordinated draft communications. It can prepare newsletters, social posts, website copy, and supporter updates using your voice and source material.
Your team reviews the content and decides what to publish. Iris adapts each message for its channel and helps the communications calendar stay on track.
Saturday workshops reached capacity and the next session opens in June.
From event idea to doors open
Iris turns an approved event plan into a working registration and event-day system. It can build the registration website and check-in app in the platforms you already use, organize attendance details, and keep logistics current as plans change.
Iris can select the right recipients from your CRM, prepare invitations, and send them after your team approves the audience and message. It monitors registrations and carries accurate attendee information into check-in and follow-up.
A complete package without the scramble
Iris assembles board meeting materials from approved reports, financial updates, program notes, and prior meeting records. It prepares agendas, briefing summaries, draft minutes templates, and a clear list of decisions needed.
Your team reviews the package before it is shared. Iris checks for missing information, keeps the materials consistent, and helps staff prepare without rebuilding the same documents each cycle.
More ways to keep your work moving
These capabilities are being designed around the same shared-workspace experience, team visibility, and clear approval paths.
From campaign idea to better results
Iris will turn an approved strategy into working campaign infrastructure in the systems you already use. It can set up and update the donation website, segment audiences from your CRM, prepare campaign communications, and carry responses into follow-up.
As results arrive, Iris will analyze campaign performance in real time. It can optimize timing, audiences, and messages within the rules your team approves while keeping staff informed about what is working and what should change.
Routine coordination that feels personal
Iris will help manage the recurring work that supports members and volunteers. It will prepare onboarding messages, track renewals and commitments, organize schedules, and surface people who need follow-up.
Your team will make relationship and placement decisions. Iris will keep routine coordination moving and make program status and next steps easier to understand.