What each project did
Will pulls together what moved in ClickUp, email and WhatsApp photos and builds the report in each funder’s template.
Will works in your ClickUp, Gmail and WhatsApp, and in the bank through Open Finance (regulated by Brazil’s Central Bank). It gathers what each project did for the funder’s report, tracks grant deadlines and thanks every donor the day their donation comes in.
PPatríciaprojects
Hey Will, finish the August report for the foundation.
Example · Associação Casa Aberta (fictional), a youth tutoring and sports nonprofit with 16 staff and 50 volunteers.
Today, without Will
This is the back-and-forth of an ordinary day. Will takes all of it on and tells you when it’s done.
Leave the reports to me. You take care of the cause.
Will pulls together what moved in ClickUp, email and WhatsApp photos and builds the report in each funder’s template.
Each project’s spending comes straight from the bank statement through Open Finance, with the invoice for each expense attached, and Will asks whoever spent the money for any missing invoice.
Grant calls, reports and renewals show up with who’s responsible and what’s missing, and Will follows up with the team before they’re due.
When a donation hits the bank, Will records it in the donor spreadsheet and sends thanks the same day, by email or WhatsApp.
Will builds the volunteer schedule in Google Calendar, confirms on WhatsApp and finds a replacement when someone can’t make it.
Quick guide
At a nonprofit, AI helps you adapt projects to grant calls, prepare reports for funders and keep donors close. Here are five things Will does in email, spreadsheets and the nonprofit’s bank accounts through Open Finance. Numbers and stories need to be real and have a source.
In Will, every expense is recorded with who requested it, for which project and on what day, and that history comes in handy when it’s time to report to funders: see how Will keeps every record.
Work with Will
Will works on the screen you already use, does the work and records every step.
| Task | Owner | Status | Due |
|---|---|---|---|
| Summer collection photos | Lia | In progress | Oct 9 |
| Collection pricing | Helena | Awaiting sign-off | Oct 8 |
| Gift set page | Léo | Stalled | Oct 7 |
| Campaign copy | Rafa | In review | Oct 10 |
| October storefront | Lia | To do | Oct 14 |
| Free shipping over R$300 | Gabi | In progress | Oct 13 |
| New checkout | Léo | In review | Oct 16 |
7 of 64 tasks in the list‹ 1 2 3 … ›
OwnerLéo
BlockerWaiting on Lia’s photos
ListLaunches
DueOct 7Oct 11YouWill
MonLéo marked the page as stalled
10:20Gabi asked Will for the change
10:21Will found the blocker: the photos
You work in the system, and Will stays beside you with the context.Will does it in the system and records every step. Browser inside Will
The parts of Will that do this work. Each one has its own page.
Example: Associação Casa Aberta (fictional), a youth tutoring and sports nonprofit with 16 staff and 50 volunteers.
What did the sports project do this quarter?
According to ClickUp and email: 36 classes, two tournaments and the court renovation, which wrapped up in August. September’s expense list is still missing; Márcio hasn’t sent it.
Can you ask him for it?
Just asked him on WhatsApp, with the report deadline. I’ll let you know when he sends it.
Example · fictional company and data
Use another system? If it has a login, Will uses it too. See all systems.
Yes, in each funder’s template, with what each project did in the period and the source of every number.
Yes. Will works with ClickUp, spreadsheets, email and WhatsApp, with ERPs like Conta Azul and Omie, and with banks through Open Finance. And if your nonprofit’s system has a login, Will uses it too.
Yes. Through Open Finance, Will sees every donation that comes in, records it in the donor spreadsheet, sends thanks and matches each project’s spending to its invoices.
Will handles the management side: projects, donors and deadlines, and each person sees only what they should. You decide what Will does on its own and what it brings to you. Payments and anything you mark as sensitive always go through you, and everything gets a receipt. The details are in Security and LGPD.
Plans tailored to your company. Tell us what takes up most of your team’s day, and Will starts there.