The mission shouldn't wait on paperwork
We build automation and AI for Australian not-for-profits, sized for lean teams. The paperwork comes off your team, and the time goes back to the people you serve.
Your team signed up to help people, not chase forms
Small teams carry the admin of much bigger ones. Grant applications, acquittals, donor updates, rosters and board reports all land on the same few people, and the mission waits while they type.
Automation and AI can now do the first pass on grants, updates and reports. Not-for-profits across Australia already use it for grant writing and case notes, with sector bodies backing safe adoption.
- Grant applications and acquittals drafted by AI, checked by your people
- Donor and member updates that send themselves
- Board and funder reports without the late nights
Start with what gives the most time back
Most not-for-profits begin with one pain point, like grant drafting or rostering. Each service stands on its own and is sized for a lean team.
- Advisory and EnablementA costed plan sized for a lean team.→
- Agentic and Generative AIAgents that draft grants and donor updates.→
- Business Process AutomationAutomate rosters, receipts and reporting.→
- Digital WorkplaceOne tidy workspace for staff and volunteers.→
- Data and AnalyticsClear reporting for boards and funders.→
- Sales and CRM SolutionsKnow your donors and members better.→
What good looks like
Community Transport Provider
Copilot Studio
The client matched volunteers to clients by hand, which was slow to scale.
We built a proof of concept agent in Copilot Studio that suggests ranked matches with clear reasons.
Outcomes
- Faster, fairer matching
- A clear reason for each match
- Built to scale safely
Children’s Services Group
Power BI
Building each marketing list by hand was so slow the data was out of date before a campaign went out.
We linked their Power BI data to Mailchimp so the lists now update on their own.
Outcomes
- Campaign prep cut by 95%
- From days down to minutes
- Staff run their own reports
Meal Delivery Charity
IT Strategy
Manual, siloed systems were slowing down a not-for-profit that delivers meals across Queensland.
We built an IT roadmap from a full Microsoft 365 review and workshops with their team.
Outcomes
- 43 pain points worked through
- 7 clear priorities to act on
- A staged plan to automate
Industry Ombudsman
Records365 + SharePoint
The client had no electronic records system, and the existing document platform could not co-author, control versions or search well across 93,000 documents.
We implemented Records365 over SharePoint Online and built a modern intranet alongside it.
Outcomes
- 93,000 documents under control
- Co-authoring at last
- A modern intranet
City Council
Nintex + SharePoint
The property acquisition process was slow and complex, with delays and inaccuracies at each hand-off.
We mapped the process end to end, then automated it with Promapp, Nintex and SharePoint Online.
Outcomes
- Acquisitions move faster
- Fewer errors
- Progress visible in real time
Early Learning Peak Body
Power Pages
A new funding model required two-way data exchanges between every kindergarten, the governing body and Queensland Treasury, and there was no portal to handle it.
We built a portal in Power Pages as the one-stop shop for submissions, documents and live funding data.
Outcomes
- One portal for 38 kindergartens
- Funding visible in real time
- Secure, accurate exchanges
Chemical Manufacturer
Microsoft 365
Microsoft Teams and SharePoint Online had been enabled but the team was not using them, and there was no governance around either.
We reviewed the setup, designed a best practice approach and set a phased roadmap for adoption.
Outcomes
- 500+ orphan documents found
- Idle Teams cleaned up
- A clear path to adoption
Ports Operator: AI Scheduling Agent
Microsoft Copilot
Staff extracted shipment scheduling data from email attachments and websites manually, so reporting ran late and sources never quite lined up.
We built an AI agent that reads the attachments and websites itself, files the data and flags changes to stakeholders.
Outcomes
- Schedules gathered automatically
- One source of truth
- Changes flagged as they happen
Outside School Hours Care Provider: Voice AI Agent
Copilot Studio
Directors spent much of each day answering policy calls from centre managers, covering everything from incident reporting to child safety rules. Answers varied between people, and many frontline staff speak English as a second language.
We built a voice-enabled AI agent, grounded only in the client’s policies, that answers first so Directors do not have to.
Outcomes
- Directors freed from routine calls
- Consistent answers every time
- Inclusive for bilingual staff
Retirement Living Operator
Microsoft Fabric
Their reporting was manual and split across separate apps, each with its own licence.
We built one Microsoft Fabric platform, modelled the data and set up Power BI, with training to extend it.
Outcomes
- One platform, many sources
- Clean, reliable data
- Team trained to build on it
Safe by design
Controls we build in
- Secure handling of donor and client data
- Least-privilege access
- Built for lean teams
- Full audit trail
- Human sign-off on key steps
Questions we hear most
What does CG TECH do for not-for-profits?
We build automation and AI for Australian not-for-profits, sized for lean teams. The paperwork comes off your team, and the time goes back to the people you serve.
Is AI affordable for a not-for-profit?
Yes. We start with one high-value process at a fixed scope with a known price, so you see a result before spending more. Many not-for-profits also already own the tools we build on through discounted Microsoft 365 licensing.
Where does AI help a lean not-for-profit team most?
Usually in grants and funding admin, donor communications, rostering and reporting to funders, where paperwork eats into mission time.
Can AI help with grant applications and funder reporting?
Yes. AI can pull together first drafts of applications, acquittals and reports from your own records and past submissions, ready for a person to review and finish. The hours saved each round are usually significant.
Will automation make our service feel less personal?
No. We automate the admin behind the scenes so your team has more time for the people you serve, not less. Anything client-facing keeps a person in the loop.
We rely on volunteers. Will people actually use it?
Yes, if it is simple. We build inside the tools your people already use, such as Teams and familiar forms, so there is little to learn and nothing extra to log into.
Is our donor and client data kept private?
Yes. Your data stays in your own environment under your access controls and is never used to train public models. Sensitive client records get the tightest permissions.
Can this work with the systems we already use?
Yes. We build around your current tools, such as Microsoft 365, your CRM or donor platform and finance system, rather than replacing them.
How long does a first project take to deliver?
A focused first project is usually a few weeks, scoped so the board sees a measurable result before committing further.
Ready when you are
See where AI frees up time for your mission
Bring one process that is slowing your team down. We will map it and show you where AI and automation pay back first.
What to expect
- A consultant replies within 4 business hours
- Session booked to understand your requirements
- We will provide you with a fixed price quote