For charity and NGO teams

Your next donor report, drafted from the notes your team already writes.

Programme updates, monitoring figures, stories from the field: the material for every report already exists, spread across inboxes and drives. I can help you set up AI that gathers it into the format each donor wants, in your organisation's voice, so reporting season stops swallowing the weeks you'd rather spend on the work itself.

Book a 30-minute call See an example

Sound familiar?

The work is done. Writing it up takes another month.

Every donor wants the same results in a different template, so the same numbers get retyped four times.
The best stories from the field are buried in emails and messages nobody has time to dig out.
Reporting lands on one or two people, who spend their evenings chasing colleagues for updates.

An example

A quarterly donor report, from scattered notes to first draft.

The old way

Two weeks of chasing updates and copying figures between templates.

The connected way

A first draft in the donor's own template a day or two after the figures come in.

An illustrative example based on common workflows, not a client case study. Your own setup starts from the tasks you tell me about.

One place for the raw material

Programme notes, monitoring figures and past reports go into a shared workspace your team can question.
Updates that come to you

A short form or a voice note from the field team feeds straight in, so nobody has to chase.
Drafted in each donor's template

Ask for the third-quarter report for one donor and get a draft under their headings, with every figure linked to where it came from.
You check, sharpen and send

Your team's time goes on the story and the judgement calls, not the copying.

What I'd set up for you

A reporting setup your whole team can use.

The setup I'd suggest

Team Workflow

Take the copying and chasing out of reporting, using the tools your team already has.

From £1,500Audit and build

Talk about your reporting

A small charity, or reporting on your own? The Solo Engine, from £500, covers the drafting for one person.

What you get

Your reporting bottlenecks, foundAn audit of where report time actually goes: chasing, copying or writing.
A shared reporting workspaceProgramme notes, figures and past reports in one place your team can question.
Updates without the chasingForms or voice notes from the field that land in the right place automatically, using tools such as Make or Zapier.
Donor templates, one line eachSaved instructions for each donor's format and headings.
A team that uses itWritten procedures and training, so it keeps working when people change.

Free guide

How to build an AI second brain using your past work

Turn the folders of past reports, programme notes and case studies you already have into something you can ask questions of. Six steps, one afternoon, free to start.

Which tool to use, compared
An “About me” template to copy
Twelve questions that get useful answers
How to keep clients’ information safe

Questions

What charity and NGO teams ask first.

All questions

We handle sensitive information about the people we support. Is this safe?

It can be, with care. Everything sits in your own accounts, and we decide together what never goes in: identifiable details about the people you work with usually stay out. I'll set up each tool's privacy and training settings with you, and write the rules down so the whole team follows them.

Our team isn't technical. Will they actually use it?

That's the part I care about most. I've spent 20 years designing software for people who don't love technology. The setup fits habits your team already has, and everyone gets training and a written guide.

We work across countries and languages. Can it cope?

The main AI tools work in many languages and can draft or translate between them. We'll test it on your real material during the review, before you commit to anything.

Who else I help