What happens when AI stops waiting for instructions and starts working on its own? This session introduces the world of AI agents, automated workflows, and conversational chatbots that can handle real tasks for your organization.
AI is moving beyond tools you type into and toward systems that can act on your behalf. Agents can research, plan, and execute multi-step tasks. Automations can route emails, update databases, and trigger follow-ups without manual effort. Chatbots can answer questions, collect information, and guide people through processes around the clock.
This session demystifies these three categories and shows your team what each one actually looks like in practice. Through live demonstrations, we walk through real use cases for mission-driven organizations: an agent that drafts grant reports from your data, an automation that keeps your donor records in sync, a chatbot that handles common questions from program participants.
You will leave with a clear understanding of what agents, automations, and chatbots can and cannot do today, how to evaluate which ones are ready for your organization, and a practical framework for deciding where to start. No coding required.
Topics Covered in this Session
Each topic is introduced with plain language, real-world examples, and time for questions.
No jargon without context.
AI agents go beyond simple question-and-answer interactions. They can break down complex tasks, make decisions along the way, and take actions across multiple tools and systems. We explore what agents are, how they work, and where they are mature enough to trust with real organizational tasks today.
Many of the most impactful AI applications are not flashy. They are automations that quietly handle repetitive tasks: syncing data between platforms, sending follow-up emails, generating weekly summaries, and flagging items that need attention. We demonstrate how these workflows get built and where they save the most time.
Chatbots have come a long way from scripted menus. Modern conversational AI can understand natural language, pull from your organization's knowledge base, and handle nuanced interactions. We look at how nonprofits are using chatbots for program intake, donor FAQs, volunteer coordination, and internal help desks.
Theory only goes so far. We run live demonstrations of each category using scenarios relevant to your organization: an agent completing a research task, an automation handling a multi-step administrative workflow, and a chatbot fielding real questions. You will see exactly how these systems behave, including where they stumble.
Not every organization is ready for every type of AI automation, and not every tool is ready for production use. We close with a practical readiness framework: how to assess your team's capacity, identify the highest-value opportunities, and avoid common pitfalls like over-automating too early or choosing tools that do not fit your data environment.
Designed to Meet You Where You Are
Every session is interactive and tailored to your team's experience level and goals.
90 Minutes
Enough time to go deep without overwhelming. Includes live Q&A throughout.
In Person or Virtual
Available on-site in Colorado or via live video for remote teams anywhere.
No Prerequisites
Built for teams ready to explore what AI can do when it works autonomously. No technical background needed.
Built for Your Team
This session is designed for anyone in a mission-driven organization who wants to understand how AI agents, automations, and chatbots can work on their behalf.
Ready to Get Started?
Details forthcoming in March 2026.
Reach out now to reserve your session or learn more about pricing and availability.