AI Agent Playbook for Nonprofits

Your Guide to Building Smart Copilot Agents for Retail

Doing more with less isn’t just a goal, it’s a necessity. That’s why we’re excited to introduce the Nonprofit AI Agent Playbook. A powerful new resource designed to help nonprofit professionals harness the power of AI through Microsoft Copilot Agents to streamline operations, boost productivity, and amplify their mission.

Whether you're managing volunteers, writing grants, or engaging donors, this playbook shows you how to build intelligent, task-focused AI agents that work alongside your team, no coding required.

What’s Inside the Playbook?

The Playbook is packed with practical guidance and real-world examples tailored specifically for nonprofit organizations. Inside, you’ll find:

An Introduction to Copilot Agents

Learn what they are, how they work, and why they’re different from traditional chatbots.

Privacy & Security Best Practices

Understand how Copilot protects your data and integrates securely with your systems.

Step-by-Step Agent Blueprints

We walk you through how to create three ready-to-deploy Copilot Agents tailored for Nonprofit organizations:

Donor Help Agent
Answers donor FAQs and boosts engagement.

Proposal Copilot
Drafts compelling grant proposals in minutes.

Volunteer Assistant
Manages scheduling, reminders, and onboarding.

Impact Analyst Assistant
Creates polished impact reports from your data.

Each agent includes detailed guidance on tools, data integration, dialog flows, and deployment strategies using Microsoft technologies like Power Virtual Agents, Power Automate, SharePoint, and Teams.

Why This Matters for Nonprofits

AI isn’t just for big corporations. With the right tools, nonprofits can:‍

• Automate repetitive tasks and free up staff time
• Enhance donor and volunteer engagement with 24/7 support
• Improve grant writing and reporting with AI-generated drafts
• Make data-driven decisions faster and more effectively

By leveraging AI agents, your organization can scale its impact, reduce burnout, and focus more on what truly matters, serving your community.

Built with Privacy, Security, and Integration in Mind

The playbook also covers how to integrate Copilot Agents with your organizational data securely—leveraging Microsoft 365, Dynamics 365, and external systems—while maintaining user privacy and compliance.

Get Started Today

Ready to unlock the power of AI for your nonprofit? Download the Nonprofit AI Agent Playbook today by completing the short form. Once submitted, you’ll receive instant access to the full toolkit and start building your first AI agent in minutes.