Let AI do the committee paperwork, you stay in control

How AI Automations Work

Improve an existing document with AI: Besides drafting from scratch, you can upload a document you already have and let AI improve it. On the AI Automations page, use the "Improve an existing document" card: pick a file (Word, text, or a text-based PDF), and AI returns a cleaner version plus a prioritized summary of what changed, with your original kept. It opens in the Document Library's Improve with AI tool with the document type preset.

Open the AI Automations tab in the Committees app. Each automation is a short form. Fill in what you know, click the generate button, and the AI returns a draft in an editor where you can change anything before you use it. Nothing is sent or saved anywhere automatically.

To use the automations you need to be signed in to your All In One Nonprofit account (the sign-in on the app, or at the member portal, app.allinonenonprofit.com, which lists all your apps). That sign-in is what connects the app to the drafting service. The work is grounded only in the details you provide; where the AI does not have a specific fact, it leaves a clear placeholder in [brackets] for you to fill in.

All Automations Included

Every automation in this guide comes with the app it belongs to. Your plan decides which apps your organization has, and within your plan every automation is available with nothing further to unlock. See plans and pricing.

Internal Financial Review

A guided internal financial review, the small-organization alternative to a full external audit. The card walks the review team through seven scope steps, recording what was sampled and what was found at each one, then drafts the review report.

What you provide

• The review period
• The seven scope steps, each marked Done, Exception, or N/A, with what you sampled and what you found: disbursement sampling traced to invoice, approval, and budget line; deposits verified intact and timely; monthly reconciliations confirmed with second-person review; payroll filings verified; restricted funds verified not borrowed; the account access list reviewed; and a policy compliance spot-check (COI disclosures, expense reports)
• Recommendations, a conclusion (Satisfactory / Satisfactory with exceptions / Needs attention), and any notes

What you get

A formal review report: scope and methodology, findings per step with samples and exceptions, recommendations, and the stated conclusion, ready to present to the board and file with the year's records. Your progress through the steps is saved on your device. For the operational sibling of this review (processes, systems, programs rather than the books), use the Operations Audit app.

Year-End Financial Summary

Compiles the year-end financial story for the board or for the public: revenue and expenses by category, the surplus or deficit, reserves, highlights, and concerns. All totals (revenue total, expense total, surplus) are computed by the app from your rows, never by the AI, and the rows are saved on your device.

What you provide

• The fiscal year
• Revenue by category and expenses by category, as editable rows with running totals
• Optionally: the approved budget total, reserves at year end, highlights, and concerns
• The version: Board (the full picture) or Public (clean, publication-ready, leaves out internal concerns)

What you get

A year-end summary built around your exact figures: the revenue and expense breakdowns, the computed surplus or deficit, budget comparison and reserves where given, and a narrative of highlights, plus concerns in the board version only. The draft includes the Submit to board packet button so it can ride into the year-end board meeting packet.

Annual Effectiveness Review

An honest, evidence-based annual review of every committee in your app. It automatically pulls your committees, their charters, cadences, and notes from your records, then evaluates each one against what it set out to do.

What you provide

• The review period (for example FY 2026)
• Board priorities for the period (optional)
• What each committee accomplished, attendance, work plan progress, or self-assessment takeaways (optional, but the more evidence you give it, the franker the review)

What you get

An executive summary, a section per committee covering what it set out to do versus what it did, strengths, gaps, and a frank effectiveness rating with its rationale, then cross-cutting findings (overlaps, dormant committees, structural observations) and prioritized recommendations for the coming year. Where the data for a committee is thin it says so plainly rather than padding.

Committee Handbook Compiler

Compiles everything the app knows about your committees into one complete Committee Handbook your whole organization can use. It automatically harvests your committees, charters, members, and meeting cadences from your records and shows you a summary of what it found before you run it.

What you provide

• Nothing required beyond your existing committee records: the card shows what it found (for example "Found 4 standing committees, 3 charters, 3 with a meeting cadence")
• Org-wide policies or practices that apply to committees, like quorum rules or how minutes are filed (optional)
• Anything else the handbook should reflect (optional)

What you get

A complete handbook: a cover and introduction explaining how committees work at your organization, a chapter per committee (purpose and charge, membership and roles, cadence, work plan summary, and reporting expectations including the report-to-the-board flow), a shared-expectations chapter covering minutes, quorum, and conflict-of-interest basics, and a quick-start orientation for new committee members. Anywhere your records are thin it inserts a clearly marked [Fill in] placeholder instead of inventing details.

Charter Gap Review

Reviews an existing committee charter and tells you what is strong, what is missing, and where the language is vague, with specific wording you can add. Load the charter from one of your committees, or paste any charter text.

What you provide

• The charter text (loaded from a committee you select, or pasted in)
• The committee name (optional)

What you get

A review covering what the charter already does well, gaps and missing elements, weak or vague language, recommended additions with suggested wording, and clear next steps. A solid charter covers purpose, authority and scope, composition and terms, roles and responsibilities, meetings and quorum, decision making, reporting to the board, and a review clause, and the review checks for each.

Committee Structure Recommendation

Recommends the committees your organization actually needs, right-sized to your capacity. It reads the committees you already have in My Committees and suggests what to keep, merge, or sunset.

What you provide

• Your organization size
• Mission or focus, and staff capacity (optional)

What you get

A snapshot, a recommended committee structure, and clear lists of what to keep as is, what to merge or consolidate, what to sunset or make ad hoc, and how to transition. It will not over-structure a small all-volunteer group.

Cross-Committee Overlap Analysis

Looks at all of your committees together and finds where their responsibilities overlap, where work could fall through the cracks, and how to clean up the structure. This one reads from the committees you have set up under My Committees, so add at least two there first.

What you provide

Nothing to type. It uses the names and purposes of the committees already in your app.

What you get

An analysis with an overview, the specific overlaps and duplication it found, gaps and uncovered areas, recommendations, and a suggested committee structure suited to a small organization. It will not over-structure a small all-volunteer group; where consolidation makes sense, it says so.

Subcommittee Charter

Charters a subcommittee under one of your standing committees, most commonly the classic Finance trio: Budget, Internal Audit, and Compliance, or a custom one. The card is size-aware: tell the app your organization size on the Dashboard, and it advises whether a standing subcommittee or an ad hoc task force with a sunset date fits you better (advice only, it never blocks you).

What you provide

• The parent committee (chosen from your committees)
• The subcommittee type (Budget / Internal Audit / Compliance / Custom), the name is auto-suggested from the type
• The charge: what the parent committee is delegating
• Optionally: members, reporting cadence to the parent, and notes

What you get

A short, adoptable subcommittee charter: purpose and charge, what authority is delegated and what stays with the parent committee, membership, how and how often it reports to the parent, and a review clause. Pair it with the parent committee field under My Committees so the app nests the subcommittee under its parent and routes its reports correctly.

Committee Self-Assessment Survey

Generates an annual effectiveness questionnaire tailored to a committee, so the group can reflect on how it is doing and what to improve next year.

What you provide

• The committee (it pulls the committee's purpose to tailor the questions)
• Any particular areas you want this year's assessment to focus on (optional)

What you get

A ready-to-use questionnaire with rating-scale statements (1 to 5) covering clarity of charge, goals, meeting effectiveness, decision making, communication with the board, and member engagement, plus a few open questions and a next-steps section.

Financial Oversight Report

The finance committee's regular oversight report to the board: what the Treasurer presented, what the committee independently reviewed, a nine-point verification checklist, concerns, and recommended board actions. The committee picker pre-selects your Finance committee if you have one.

What you provide

• The committee and the reporting period (e.g. Q3 FY2026)
• A summary of the Treasurer's report and what the committee reviewed
• The verification checklist: nine fixed items (bank reconciliations reviewed by someone other than the preparer, budget-vs-actual with variances explained, cash and reserves, payroll tax deposits, required filings including the 990, the 990 reviewed before filing, restricted funds, card statements with receipts, and unusual or related-party transactions disclosed), each marked Verified, Exception with a note, or N/A
• Optionally: concerns, board actions requested, and anything else

What you get

A board-ready oversight report that presents the verification results plainly, exceptions called out with their explanations, and a clear list of what the board is being asked to do. Your checklist answers are saved on your device so each period starts where the last one ended, and the draft includes the same Submit to board packet button as the Report to the Board.

Committee Charter Drafter

Drafts a complete, adoptable charter for a committee from a few details. Useful when you are standing up a new committee or replacing a charter that was never written down.

What you provide

• Committee name and type (standing, ad hoc, advisory, or board committee)
• Purpose or mandate
• Optionally: intended composition, meeting cadence, and who it reports to

What you get

A professional charter with sections for purpose, authority and scope, composition and terms, roles and responsibilities, meetings and quorum, reporting and accountability, and a review and amendment clause. Anywhere a detail like a dollar threshold or an officer title belongs, it leaves a [bracketed] placeholder for you to set.

Ad Hoc Charge + Sunset Memo

Two memos for the ad hoc committee lifecycle: a clear charge statement when you create a task force, and a wrap-up and dissolution memo when it finishes. Pick an ad hoc committee from your app or type one in.

What you provide

• The task force name, its purpose or the issue it addresses, and members
• For the charge: the deliverable, timeline and end date, and who it reports to
• For the wrap-up: what it accomplished and its outcomes and recommendations

What you get

The charge statement covers purpose, scope and authority, deliverables, timeline, membership, reporting, and a sunset clause. The wrap-up memo summarizes the work, accomplishments, outcomes, acknowledgments, and a recommendation to dissolve.

Annual Committee Work Plan

Turns a committee's purpose and focus areas into a realistic one-year plan. You can pick one of your existing committees to pull its name and purpose, or type a committee name directly.

What you provide

• The committee (chosen from your list, or a name you type)
• Focus areas or goals for the year
• Meeting cadence, and optionally your fiscal year and the organizational priorities the committee should support

What you get

A plan organized into goals for the year, key activities by quarter, a meeting calendar matched to the cadence you chose, deliverables, and a few simple success measures. It is written to be achievable for volunteers.

Committee Agenda Builder

Builds a clear meeting agenda for a committee from its charter plus the items you bring. Pick one of your committees to ground the agenda in its purpose and responsibilities.

What you provide

• The committee (chosen from your list, or a name you type)
• Meeting date, carryover or unfinished items, and any new topics (all optional)

What you get

A numbered agenda with rough time allocations, covering call to order, approval of prior minutes, carryover and old business, new business tied to the committee's charge, any decisions or votes needed, next steps and assignments, and adjournment, plus a short notes-for-the-chair section.

Committee Minutes Drafter

Turns your rough meeting notes into clean, professional minutes. It records only what is in your notes and marks anything missing with a placeholder, so it never invents votes or attendees.

What you provide

• The committee and meeting date (optional)
• Attendees (optional)
• Your rough notes from the meeting

What you get

Minutes with meeting details, attendance, a neutral summary of discussion and decisions, action items with owners, and the next meeting. Factual and concise, not a transcript.

Exceptional-Service Nomination Letter

Recognizes a committee member who went above and beyond. On the Members & Recruitment page, nominate a member for exceptional service and the AI drafts a formal nomination letter addressed to your board chair recommending recognition. The letter is grounded only in the specific reasons you write; it never invents accomplishments.

What you provide

• The committee and the member you are nominating
• The specific reasons: what they did and why it deserves recognition

What you get

A formal nomination letter to the board chair, ready to edit, email, and file. Every nomination is also logged in the recognition log on the same page, and each entry carries a resolution status (Pending, Awarded, Denied, or Withdrawn) with a date, updated from a dropdown on the entry as the board acts.

New Member Welcome + Onboarding Plan

A warm welcome plus a short onboarding plan for someone who just joined a committee. It pairs with the Onboarding checklist in the app, so the plan mirrors the steps you already use.

What you provide

• The committee and the new member's name (role optional)
• What onboarding should include, and who signs the note (optional)

What you get

A welcome note plus an onboarding plan grouped as first two weeks, by one month, and before the first meeting: what to review, who to meet, and first tasks. Sendable.

Offboarding Thank-You

A warm, sincere thank-you when a member rotates off a committee, acknowledging their service and leaving the door open for future involvement.

What you provide

• The committee and the departing member's name
• How long they served and what they contributed (optional), and who signs it

What you get

A short, genuine thank-you letter you can send or print. Sendable.

Recruitment / Invitation Letter

A warm, personal letter inviting someone to join a specific committee, with a clear and low-pressure ask.

What you provide

• The committee and the person you are inviting
• Why they are a good fit, the time commitment, and who signs it (all optional)

What you get

A genuine invitation that explains what the committee does, why you thought of them, the commitment involved, and an easy next step. Sendable.

Committee Budget Request

Turns your committee's line items into a clean, professional annual budget request, then submits it straight to whoever compiles the annual budget in Board Management. You enter structured line items (not loose text), so every total is computed by the app itself; the AI only writes the narrative around figures the software has already added up. It never recomputes or invents a number.

What you provide

• The committee (chosen from your list, or a name you type) and the fiscal year
• Line items in a small editable table: item name, a category (Programs, Personnel, Supplies, Events, Travel, or Other), the amount, and a short note saying why it is needed. A running total updates as you type, and the rows are saved on your device
• Optionally: prior-year context (what you were approved for and spent last year) and notes for the compiler

What you get

A one-page budget request: an overview, your line-item table reproduced exactly with category subtotals and the committee total (all computed by code), a justification paragraph per major line drawn from your notes, and prior-year context. From the draft you can click ↑ Submit to budget compiler: enter the email your treasurer or executive director signs in with (remembered after the first time), and the request, including the structured line items, lands in their Annual Budget Compiler in Board Management. Compilers can also set a 📅 Reminder Schedule in that card so they are emailed automatically on their budget kickoff date.

Committee Report Compiler

Turns your committee members' own updates into one board-ready report. On the Committee Reports page, open an input request on your committee: a short prompt plus a due date. Every committee member is emailed and gets a card in their member portal, where they submit their update (editable until you close the request), and you get an email as each submission lands. When the updates are in, click Compile report (AI) and the AI synthesizes all of them into a single report; it weaves the submissions together rather than pasting them end to end.

What you provide

• The committee (chosen from your organization's shared committees), a prompt describing what you need from members, and a due date
• Your members provide the rest: each one submits an update from their member portal

What you get

One board-ready committee report with standard sections: Purpose, Highlights, Work completed, In progress, Issues and risks, Decisions requested, and Next period, closing with a contributor count. The draft opens in the standard document window with Copy, Word on letterhead, Print, Email, and Save to Library, so you can email it to the board and file it in one pass.

Editor's Publication Report

The editor's regular report to the Publications & Communications Committee (or whichever committee oversees your publications). It frames the report from the editor to the committee: the publishing record, the pipeline, readership, budget status, and what genuinely needs a decision, kept separate from the FYIs. Editorial decisions about individual articles stay with the editor under the committee-approved editorial policy; this report is how the committee exercises oversight without approving each piece.

What you provide

• The publication name, the editor, and the reporting period
• What was published this period, with dates
• Optionally: what is in progress or upcoming, readership and engagement notes (print run, opens, page views, all numbers reproduced exactly as you type them), budget notes, decisions needed from the committee, concerns, and anything else

What you get

A concise, professional Publication Report with the published record, the pipeline, readership and budget status with your numbers verbatim, a DECISIONS NEEDED section that clearly separates items requiring committee or board action from for-your-information items, and any concerns stated candidly.

Submitting to the committee chair

The draft includes a Submit to committee chair button. The first time, it asks for your communications committee chair's email (the address they sign in to All In One Nonprofit with) and remembers it; the report then lands with the other reports the chair compiles, and anything board-worthy rolls into the committee's own report to the board. See Editors and the Committee in the user guide for the full governance pattern.

Report to the Board

Turns your committee's work into a board-ready report, then lets you email it or submit it straight into the board packet. Use it before each board meeting so every committee reports in a consistent, scannable format. It is the chair's half of the committee-reports-to-board-packet workflow: the other half, the Board Report Compiler, lives in the Board Management app, where whoever assembles your board packet collects every committee's submission.

What you provide

• The committee (chosen from your list, or a name you type), the meeting date, and who prepared it (preparer optional)
• What the committee accomplished
• Optionally: status against goals, decisions or approvals needed from the board, challenges or blockers, and anything else the board should know

What you get

A concise, board-ready report with clear sections for accomplishments, status, requests of the board, and risks, in the editor with the usual export options (copy, text, print, Word, email).

Submitting to the board packet

The draft includes an extra Submit to board packet button. Click it, enter the email address your packet compiler signs in to All In One Nonprofit with (usually your board chair or secretary), and the report, including any edits you made, is filed for them. The app remembers the compiler's email so you set it once. When the compiler opens the Board Report Compiler in the Board Management app, your submission appears in their list, ready to compile. Compilers can also set a 📅 Reminder Schedule in that card so they are emailed automatically before the packet closes.

Subcommittee reporting

If the committee you pick is a subcommittee (it has a parent committee set under My Committees), the card retitles itself to "Report to [parent committee]": a subcommittee reports to its parent committee, not directly to the board. The submit step then defaults to the parent chair's email (an optional field on the committee record), falling back to your usual compiler email. And when the committee you pick has subcommittees, the form adds an optional "Subcommittee reports received" box so the parent can roll their reports up into its own report to the board.

Conflict-of-Interest Prompt Included

Produces a committee-specific conflict-of-interest reminder with examples relevant to that committee's work, plus a short disclosure statement members can complete and return.

What you provide

• The committee (it tailors the examples to what the committee does)
• Any particular situations to address, such as vendor selection or grant decisions (optional)

What you get

A plain-language reminder of why conflicts matter for this committee, what counts as a conflict, the duty to disclose, and a disclosure form. This is general guidance, not legal advice; follow your own adopted policy and consult counsel for specifics.

Saving, Printing, and Emailing

Every draft opens in an editor with the same set of actions, so you can take the result wherever you need it:

• Copy the text to paste elsewhere
• Text to download a plain .txt file
• Print to print or save as PDF from your browser
• Word to download a formatted .docx
• Email to send the document to one or more recipients (enter their addresses and a subject)

Edit the draft as much as you like before exporting. The board owns the final document; the AI just gets you most of the way there.

Questions or feedback? Email [email protected]. Back to the Committees app or the full user guide.