Smart Systems is The Nonprofit Partnership’s collaborative training series that helps nonprofits build practical, sustainable workflows in monday.com — a platform free for eligible nonprofits (up to 10 users) with 70% off additional seats. Led by monday.com Ambassadors Emmy Geiger, of NPP, and Starla Cochenour, of Our West Bayfront, each session tackles real operational challenges and provides a supportive, hands-on space to learn, experiment, and leave with systems that truly work.

In this session, we’ll deep-dive into Monday.com automations—what they are, how to use them, and which ones make the biggest impact in a nonprofit environment. We’ll explore real examples for program management, fundraising, event planning, member communications, and internal operations.

You’ll learn how to:
- Build automations that reduce repetitive tasks
- Connect boards to streamline communication
- Create trigger-based reminders and handoffs
- Use automation recipes without overcomplicating your system
- Decide when not to automate

Bring your questions and your trickiest workflows—we’ll walk through automations together and help you build smarter systems that free up your team’s time.