One of the biggest time sinks for nonprofits is report creation. We built a secure AI-Assisted Report Builder directly into our case management platform to make that process easier. Just describe what you need in plain language (e.g., "Create a bar chart showing how many people we served with each of our housing-related services last quarter."), and it quickly generates a clean, professional report with relevant visuals - and your client data never leaves your secure database. We put together a short demo video showing it in action. Would love to hear your thoughts if you take a look.

Did you know you can build 'if-this-then-that' style workflows for your human services organization in Cohoist? Smart Workflows lets you create automated rules with custom triggers & actions: • Auto-enroll clients in support based on intake responses • Auto-track grant outcomes when support is provided • Trigger follow-ups when clients complete wrap-around services • Send assessment reminders when clients enroll in programs cohoist.com