Tali
Tali helps your team understand what’s happening, prepare the work and keep important next steps moving. With your organization’s relationships, information and working context in view, Tali helps turn a question or a change into a useful next action.
Admissions → Student success
An admitted student needs help choosing the next step.
Tali prepares the work
Tali brings the student’s questions, open requirements and advisor notes into one brief, with a suggested follow-up.
Student success team
Advisor reviews the brief, confirms the plan and records the next conversation.
Explore Tali
Tali
Interactive example · sample recordsStep 1 of 4
Bring relevant relationship history, records and assigned work into view within the team’s permissions.
Tali’s part in the work
Summarize the situation and cite the source context.
Try this step with the sample record. No real records or messages are changed.
A proposed next step depends on information the team has not confirmed.
Ask the responsible person to resolve the gap before proceeding.
Bring relevant relationship history, records and assigned work into view within the team’s permissions.
Use the shared context to prepare a brief, draft or recommendation for the person responsible.
Let the responsible person edit the work and decide what should happen next.
Record the outcome and next owner so another colleague can continue without starting again.
Explore the steps with sample records, then see your team’s workflow in a live demo.
See one relationship move forward
Program results, a changing budget and a donor conversation come together. Watch how Tali helps the team prepare, review and follow through.
Tali connects a donor’s earlier interest with new program results, giving the fundraising team a reason to reconnect.
Inside Gratona, program and finance colleagues contribute to the same work. An approved budget updates the proposal. Leslie reviews the prepared message before it goes to Maya.
Maya’s reply becomes part of the context, and Tali updates the meeting brief. The film closes with other places teams can work with Tali: iMessage or WhatsApp, Teams or Slack.
Instrumental music and sound effects accompany the film.
Donor follow-upMaya is a donor and Leslie is her fundraiser.
March
Maya tells Leslie a second site is possible if reading improves.
Email from Maya
“If reading improves, let's discuss a second site.”
September
The approved evaluation shows reading up from 42% to 68% for the same 100 learners. Tali puts it next to Maya's email for Leslie.
Pilot evaluation, approved by Program
Reading proficiency · same 100 learners
The budget changes
Finance approves $62,000. The proposal's $50,000 draft estimate is replaced, and the approved budget is attached.
Second-site proposal, updated
The reply
Leslie edits and approves the invitation. Maya writes back asking how the new site would recruit teachers, and Tali adds the question to Leslie's meeting brief.
Meeting brief, updated
Owner: Leslie
More of Tali's work
Tali flags supporters with no recorded contact in 90 days or more and queues the follow-up for your team.
| Sponsor | Recipient | Last recorded contact | Follow-up |
|---|---|---|---|
| Maria Alvarez | Joseph A. · Education | 6 days ago | Covered |
| Daniel Osei | Grace M. · Healthcare | 34 days ago | Drafting |
| Eleanor Whitfield | Samuel K. · Nutrition | No recorded contact | Queued |
When the Spring Gala ends, Tali queues the thank-yous for your team to review.
Working with Tali
Ask Tali what's still missing before you reach out. Think through a proposal together. Bring Program and Finance into the same piece of work. Or give Tali a standing job, like watching sponsor coverage, with a named owner on your team.
Tali works inside Gratona. If your team prefers iMessage or WhatsApp, Teams or Slack, you can ask Tali there instead, and the context comes with you.
Choose wherever your team works. The question and the answer are the same. This example is from before Finance approved the budget.
Ask TaliSecond-site proposal · Before budget approval
What's still missing before we reach out to Maya?
Second-site proposal
Leslie, Priya, Tali · Before budget approval
Today 9:41 AM
What's still missing before we reach out to Maya?
Tali
Finance hasn't approved a budget yet, so the proposal still carries the $50,000 draft estimate. Program has confirmed the results.
Development team
Leslie, Priya, Tali · Before budget approval
What's still missing before we reach out to Maya?9:41
TaliFinance hasn't approved a budget yet, so the proposal still carries the $50,000 draft estimate. Program has confirmed the results.9:41
Development team General
Posts · Second-site proposal · Before budget approval
Leslie9:41 AM
@Tali what's still missing before we reach out to Maya?
Tali9:41 AM
Finance hasn't approved a budget yet, so the proposal still carries the $50,000 draft estimate. Program has confirmed the results.
# development-team
Leslie, Priya, Tali · Second-site proposal · Before budget approval
Leslie9:41 AM
@Tali what's still missing before we reach out to Maya?
TaliApp9:41 AM
Finance hasn't approved a budget yet, so the proposal still carries the $50,000 draft estimate. Program has confirmed the results.
Two minutes, step by step: the sources Leslie checks, the budget Finance approves, and exactly what Maya receives.
Back in March, Maya told Leslie something that's easy to lose track of. If reading improves, let's discuss a second site.
Six months later, Program approved the pilot evaluation. Reading proficiency rose from 42 to 68% for the same hundred learners.
Nobody asked Tali to go looking. It noticed that Maya's condition had just been met and put it in front of Leslie, right in Gratona.
Leslie opens it and checks the sources for herself. Maya's email, in her own words, and the approved evaluation right beside it.
Then she asks, what's still missing before we reach out? Tali is specific. The proposal still carries a $50,000 draft estimate, and Finance hasn't approved a budget. So, it isn't ready yet.
Leslie brings Program and Finance into the same piece of work. Program confirms the results. Then Dana, in Finance, approves the second-site budget, $62,000.
Watch the proposal. The draft estimate is replaced by the approved $62,000, the budget is attached, and now it's ready for Leslie.
Leslie knows Maya. She makes the invitation more personal. Could we explore a second-site together? Tali keeps the approved numbers and attachments, and carries Leslie's edit into the version she'll send.
Before anything goes out, she checks exactly what Maya will get. The right thread, the evaluation, the approved budget, and this version of the proposal. Then she approves this version, and Tali sends it.
Two days later, Maya writes back. She'd like to talk next week, and she asks how the second-site would recruit teachers.
Leslie doesn't ask for anything. Tali has already updated her meeting brief. What Maya asked in March, what she was sent, and her new question, with Program lined up to answer it. Leslie walks into that conversation with the whole story.
And if your team works in iMessage or WhatsApp, Teams, or Slack, you can ask Tali there instead. Whichever one you use, it's the same brief.
That's Tali, your AI colleague for fundraising teams, in Gratona.
Tali works within the records and tools your team permits and shows the records behind each recommendation. Your team reviews, edits, and approves messages before they reach donors, funders, or board members.
Tali's name comes from tal, the Hebrew word for morning dew.
We'll show how Tali would find the context, bring in the people you need, and prepare the next step in Gratona.
Choose the right fit
Tali helps your team understand what is happening, prepare the work and carry important next steps through review and completion.
Open the comparison guideGetting started
Choose a recurring piece of work and the people who own it. Connect the relevant context, define review expectations and evaluate the handoff from preparation to completed work.
Bring the people who own this workflow, an example of how it runs today and the decision you need to make. Walk through understand the situation, prepare the next step, review and decide, keep the result with your team.
Prepare the brief, open questions and proposed next actions. Your team keeps responsibility for the review and the next action. Tali works with the context and permissions behind the workflow.
Yes. Tali connects to the shared relationships, information and work in Gratona. Start with the workflow your team needs and use the same platform as more teams participate.
