An AI operator for non-profit teams
Latte helps teams manage advancement data operations, with human approval built in.
Help me prepare for our donor dinner in Chicago using Raiser’s Edge to pull likely attendees and draft outreach.
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An agent that works with you.
Latte is not another system of record. It works across the tools your team already uses to move operational work forward.
The work usually looks small. Until it piles up.
• List cleanup before event
• Report still needs pulling
• Portfolio work unfinished
Work Latte can take on...
data entry + cleanup • outreach + follow-up • reporting / analytics • event operations • donor routing • portfolio support • cross-system coordination
Use cases:
1. Advancement & Alumni

Create events and send invites. Sync RSVP/attendance to CRM. Generate donor briefings.
2. Enrollment & Admissions

Route and nudge stuck applicants. Predict melt; suggest interventions. Segment admits; run yield campaigns.
3. Success & Retention

Triage cases. Detect retention risk. Proactively route students to supports; automate follow-ups.
4. Career & Employment

Increase resource usage. Run mentoring programs. Track student placements, and stay apprised of career updates.
Point Latte at the work.
1) You give Latte a task.
Help me prepare for next week’s donor dinner in Chicago. Pull likely attendees and flag missing follow-up.
2) Latte finds the right data
Thinking...
Pulled 146 relevant records
Flagged 18 with missing follow-up
Prepared briefings for top prospects
3) Latte proposes actions
Done! What would you like me to do next?
Give you 2 sample records from my pull
Send you an email with the full CSV records + missing follow-ups
Give you a phone call to brief you about the top prospects
Accessible from anywhere.
Latte works with your team. Accessible 24/7 via email, text message, WhatsApp, Google Chat, Slack... even phone call.
Not a tool. An AI operator of tools.
And best of all, safe.
Human oversight where it matters. Auditable actions. Governed workflows.
Let's grab a Latte?
See how Latte works with your data.
Book a Demo