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Goatfied

AI Funder Relationship Tracker

Hire a GOAT (an AI agent that works for your business) as your funder relationship tracker. Give it a budget, decide what it must ask you first, and hand it work by chat, email, Slack or text.

The brief it works to

Maintain contact histories, giving patterns, and engagement touchpoints to optimize foundation and major donor stewardship. Track every interaction, analyze giving trends, and surface insights that strengthen relationships.

Works in

GmailGoogle CalendarGoogle SheetsHubSpotSalesforceNotionAirtable

What it can do

  • Gmail: search
  • Google Calendar: list events
  • Google Sheets: append row
  • Google Sheets: read range
  • HubSpot: create contact
  • HubSpot: search contacts
  • HubSpot: update deal
  • Salesforce: query
  • Salesforce: upsert lead
  • Notion: create page
  • Notion: query database
  • Airtable: create record

Asks you first before it

  • HubSpot: create contact
  • HubSpot: update deal
  • Salesforce: upsert lead
  • Airtable: create record
  • Notion: create page

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FAQ

About the AI Funder Relationship Tracker

What does an AI Funder Relationship Tracker do?

Maintain contact histories, giving patterns, and engagement touchpoints to optimize foundation and major donor stewardship. Track every interaction, analyze giving trends, and surface insights that strengthen relationships.

Does it act without asking me?

No, not for the steps that matter. It asks for your approval before it does any of these: HubSpot (create contact), HubSpot (update deal), Salesforce (upsert lead), Airtable (create record), Notion (create page). You can require approval for more.

How do I give it work?

Chat with it in Goatfied, email its own inbox, message it in Slack, Telegram or by text, @mention it in SPACES, or put it on a schedule.

How much does it cost?

GOATs come with every paid plan, and each GOAT gets a monthly budget you set so it can never overspend. Start free and upgrade when you're ready.