Description

In this session, you’ll see how a constituent insights report can be generated automatically by combining Microsoft Power Automate, SKY Add-ins, and Copilot features. Together, these tools create a seamless, end-to-end experience that pulls constituent data from Raiser's Edge NXT® and supplements it with relevant external news—without manual research or context switching.

With a single click from a constituent record, an automated flow:

  • Gathers key constituent details from Blackbaud Raiser's Edge NXT® • Identifies the top seven recent news articles associated with the constituent
  • Compiles everything into a polished Word document
  • Sends an email with the completed insights report attached

We will walk through how the solution works and explore the architecture behind it.

Name
Automating Constituent Insights with Blackbaud Raiser’s Edge NXT®, News Sources and Power Automate
Date & Time
Tuesday, June 2, 2026, 1:00 PM - 1:25 PM
Manpreet Singh Sandhu Bryan McSorley
Day
June 2
Session Type
Demo
Solution
Raiser’s Edge NXT
Competencies and Skills
Low-code, Automation, Power Platform