Meet Tali, your AI development teammate.
Tali helps your team summarize donor context, draft follow-ups, prepare reports, surface risks, and move fundraising work forward. Donor-facing or external action stays behind team approval within the configured scope.
Tali is available. Your team owns every relationship, verifies the source context, and approves anything that goes out.
Tali
Drafting cultivation move for Sarah Mitchell
Draft email · in your voice
Sarah, your sponsorship of Maria in León is entering year five, a milestone we'd love to celebrate with you. Given your support of the 2024 trip team and your steady recurring gift, we're wondering if you'd consider...
Optimal ask: $5,000
Fundraising work, prepared and waiting for review.
Tali can organize configured donor, sponsor, event, or board context into prepared work on the Work Graph, with owners, due dates, available source context, and review states. Grants is in private beta; grant-assisted workflow scope is confirmed separately.
Work queue
- Major donor follow-upNeeds review
- Lapsed sponsor outreachDraft ready
- Campaign report starterDraft ready
- Sponsor pledge reminderAssigned
- Board introduction askNeeds review
- Field story requestApproved
Drafts stay tied to available source context.
Within the configured scope, Tali prepares follow-ups, updates, and report starters from permitted gifts, pledges, notes, deadlines, and conversations. Reviewers verify the available source references before using the work.
- Available source references remain attached to prepared work
- Reviewers verify facts before donor-facing or external action
- Pilot scope defines the supported records and workflows
Tali
Drafting cultivation move for Sarah Mitchell
Draft email · in your voice
Sarah, your sponsorship of Maria in León is entering year five, a milestone we'd love to celebrate with you. Given your support of the 2024 trip team and your steady recurring gift, we're wondering if you'd consider...
Optimal ask: $5,000
Human approval before external action.
Tali is designed to keep donor-facing and other external work behind team review. Supported pilot items can be reviewed, edited, approved, assigned, or snoozed before they reach a donor, funder, or board member.
Capture
- Capture the moment
- Resolve the relationship
Prepare
- Attach source context
- Create an owned work item
- Prepare the next step
Check
- Flag stale data and missing inputs
Human review
- Approve, edit, reassign, or defer
Complete
- Complete the approved step
- Log the outcome
- Learn
The loop repeats with what Tali learned from your team's edits.
The development work Tali helps carry.
Tali works the full range of development, not follow-up only. Each of these starts from the same connected record.
Donor summaries
Walk into every donor conversation with the full relationship in view: gifts, sponsorships, notes, campaign activity, and the last meaningful touch, summarized from the record.
Fundraising report starters
Tali pulls outcomes, gifts, and program notes from permitted records so a fundraising report starts from a source-grounded draft instead of a blank page.
Stewardship recommendations
Tali watches for missed follow-up, lapsing recurring gifts, and quiet relationships, then suggests the next step with the context behind it.
Board and major donor prep
Briefings for board asks and major donor meetings, built from relationship history your team can verify before the meeting starts.
Inside Tali
Choose a weekly work item, inspect the available source context, and review the next step Tali prepared.
Live Activity Feed
Real-timePayment processed
$45.00 from Sarah Thompson
New donor registered
Maria Chen via sponsor page
Auto receipt sent
Monthly receipt → James Rivera
Payment retried
Card expired, retry scheduled
Status updated
Recipient #482 → Fully Funded
Sponsorship matched
David Lee → Amara K.
Batch processed
42 recurring donations
Report generated
Weekly summary → Board team
Built for teams that cannot afford AI mistakes.
Donor relationships carry real weight. The configured scope defines what Tali can use and prepare, while your team verifies the source context and approves external action.
- The configured scope defines which permitted records and connected context Tali can use.
- Available source references stay attached so reviewers can check the facts behind prepared work.
- Supported pilot workflows retain review history for prepared, edited, and approved work.
- Your team stays the relationship owner and approves donor-facing or external action.
From tal, the Hebrew word for morning dew.
Dew forms quietly overnight, arrives every morning, and never floods. That is the design goal for Tali: prepare a focused morning brief and reviewed next steps without taking ownership of the relationship away from your team.
Rain is the campaign. Dew is the daily care. Tali works the dew.
See Tali prepare real work, then watch your team approve it.
Book a demo and see Tali summarize a donor, draft the next step, route it for review, and log the outcome inside Gratona.