Copilot Agent Playbook for Nonprofits

Copilot Agent Playbook for Nonprofits

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Have you ever thought about how you can make your nonprofit's operations more efficient and dedicate more time to your mission? Copilot agents are AI-powered assistants designed by YOU, providing the ability to deliver tailored and automated solutions to help with repetitive tasks.

Whether working alongside or on behalf of a person, team, or organization, these agents simplify operations, allowing nonprofit staff to dedicate more time to their mission and less to administrative tasks.

In this playbook we explore how Copilot agents—both those available out-of-the-box from Microsoft and ones you can create yourself using Microsoft 365 Copilot Chat, Microsoft 365, and Copilot Studio—can support common nonprofit processes. This guide will walk you through specific use cases across nonprofit departments to help you:

  • Enrich nonprofit staff experiences.
  • Engage supporters and funders.
  • Deliver impactful programs.
  • Transform nonprofit operations.

Dive into the playbook to discover how you can leverage AI to automate tasks, enhance productivity, and drive your mission forward.