Draft the grant application inside the funder's word limit, plan the fundraising dinner with a volunteer roster, and put the board pack together the night before the meeting.
Updated 30 Sept 2026
In short
The Document editor keeps a live word count while you draft grant sections, and a shared draft lets the treasurer edit alongside you. The Project editor's Event plan template assigns volunteers to tasks and flags anyone booked twice. Slides and PDF cover the impact report and the board pack. Oppermind drafts from your program data, and staff and the board check every figure before it goes out.
In a small not-for-profit, the person writing grants is often the same person running the gala and preparing the board pack. Each of those jobs has its own editor in Oppermind, and the AI in chat works on whichever file is open.
Oppermind is not a donor CRM. Keep donor records where they are, and attach only what a task needs, such as a summary of program results for the impact report. Staff and board members who are new to AI can start with the five-minute tutorial at the top of the learning path.
Workflows
What nonprofits use Oppermind for today
01
Draft a grant application inside the word limit
In the Document editor, start from "Library" > Templates > "Project proposal" or "Report", and ask chat to draft each section from your program data and the funder's criteria. The status bar shows a live word count, and More > "Word count" gives the detail. Select an over-length section and use "Rewrite" with Length "Shorter".
Click "Share" and add the treasurer with "Can edit", and Oppermind emails them the first time you share with them, with a message telling you whether the email went. While you both have it open, each of you sees the other's changes as they type, so take separate sections. Sharing depends on your plan. Before the committee starts, take "Version history" > "Snapshot now", then send the final version with "Export PDF".
Set up a sheet with funder, amount, status and closing date. "Data validation" with a list of statuses keeps entries consistent, and "Conditional format" with the "Date is" rule highlights closing dates. Or import "Deadline and renewal tracking" and ask it to list every closing date in the next 30 days with an owner.
"Sort selection" sorts the rows under the heading down to the first blank row, so a totals row kept below a gap stays put.
In the Project editor, "Library" > Templates > "Event plan" gives you the tasks and milestones. Add volunteers as resources, assign them with "Assign to", and check each person's lane in "Team Planner". "Reports" > "Utilization" lists anyone booked past a working day, and "Level resources" moves the later task so nobody is rostered to two things at once. Milestones such as the venue deposit and the ticket launch sit on the same chart.
Start the deck in the Slides editor from "Library" > Templates > "Campaign report" or "Quarterly business review". Enter your figures with "Insert chart" and "Edit chart", use "Insert SmartArt diagram" > "Process" to show how the program works, then "Present" at the AGM or "Export PPTX".
Every number in the deck should trace back to your own records. Ask the AI to flag any figure it cannot find in the material you gave it.
Import "Document and policy Q&A" and give it the volunteer handbook and current policies. Tell it to answer only from those files, cite the section and say when the answer is not there. Add "Team onboarding" to build a first-day and first-week plan for new volunteers.
When a policy changes, replace the old file. The agent checks effective dates, but it can only answer from the documents it has been given.
In the PDF editor, "Merge PDFs" joins the papers, "Add page numbers" numbers the whole pack, and "Add watermark" marks it DRAFT until the meeting. After approval, use "Add stamp" > "Approved", then "Password protect" before it circulates. Ctrl+Z steps back through page edits, and Save keeps the pack in your account.
The board remains responsible for governance and for what the organisation says in its name. Check every statistic in an appeal or impact report against your records, and do not let a draft call gifts tax-deductible unless your organisation is entitled to say so. Check each funder's rules on AI use before you submit. This page is general information, not legal or tax advice.
Many charities hold health or other sensitive information about the people they support. Minimise what you upload, keep donor and client records in your own systems, and read the Privacy Policy, section 5.1a in particular, before linking any account.
Questions
Frequently asked questions
Can Oppermind write our grant application?
It drafts sections from the program information and criteria you give it. You check the facts, fit the draft to the funder's guidelines and submit it yourself.
Can we reuse our standard answers across grants?
Yes. Save your organisation's boilerplate, tone and standard answers as a skill and attach it when you start each application. The Academy tutorial on skills shows how.
Can it make an audio version of a report?
Yes. Paste the text into the Voice editor a line at a time, generate the read, and export one MP3 or WAV file for people who prefer to listen.
Can Oppermind check our reports against ACNC requirements?
No. It does not assess governance or reporting against any regulator's standards. Use it to draft and organise, and confirm requirements with the ACNC or your adviser.
