Executive Copilot
Ask about anything running through Mission Control — money, donors, vendors, onboarding, volunteers, tickets, content. Answers come only from your live data.
Welcome
Service Desk
Every request that reaches this organization lands here as a ticket — from the website concierge, the phone line, email, or entered by hand. Each one carries a priority clock (P1 = 2 hours, P2 = 8, P3 = 48) so nothing is forgotten: answer it, assign it, resolve it.
Beneficiary Onboarding
The people and partner organizations this organization serves — communities near our sites, program applicants, and local agencies requesting services, partnership, funding, or employment. Each intake moves through validation and review to approval, with documents and decisions kept in one confidential record.
Volunteers & Mentors
Everyone who gives this organization their time. Before anyone works with our communities they clear a background check and sign the NDA and code of conduct — tracked here from application through screening to active service.
Global Grant Engine
A machine that never stops: it scans funders Mondays and Thursdays, scores every opportunity honestly, and drafts the application. The calendar below is your year at a glance — plan each quarter's submissions and keep the pipeline full. Nothing is ever submitted without your sign-off.
Donor CRM
The full life of every giving relationship — from first contact to Heritage Patron. Prospects become first-time donors, first gifts become recurring Stewardship, majors get the personal call, and lapsed donors get won back. Every gift, call, and note in one record per person.
Influencer Fundraising
Influencers from anywhere in the world who can move money to the cause — history and travel creators, philanthropy-minded celebrities, culture and diaspora voices, museum and archaeology educators. The agent hunts globally twice a week, scores fit honestly, and drafts the ask. You approve the target, you send every approach personally. Rows marked avoid are never touched.
Financial Stewardship
Every dollar in and out — planned, tracked, and dual-signed.
Content Calendar
The social agent drafts here every week. Approve a post and the agent publishes it on schedule.
Careers — Hiring & Onboarding
Every application from the careers page on the public site lands here and moves through one pipeline: new → screening → interview → offer → accepted → onboarding → active. When you accept someone, one click starts their onboarding — it adds them to the People & HR roster and auto-assigns the required training (code of conduct, data stewardship, safeguarding, site safety). They're "active" when training is complete.
People & HR
One roster for staff, volunteers, contractors, and board — with training, certification, and compliance tracked per person.
Board & Administration
Governance of the trust — the board, its committees, meetings, and resolutions of record.
Legal
Matters, contracts, and the compliance-filing pipeline — with the dates that matter.
Security & Audit
Zero-Trust governance — time-bound access, a fiduciary transparency matrix, and a tamper-evident audit chain.
Every grant carries a TTL and expires automatically, server-side. Grant, expiry, and revocation are all written to the audit chain.
A role bundles the sections, document groups, and countries a person can see. Assign a role to provision someone in one click; you can still fine-tune any individual afterward.
Assign a role, or fine-tune the exact sections an account can open. Departure deactivates the account, revokes every grant, and archives the person — all written to the audit chain.
A plain-language view of every account's role, document groups, countries, and expiry. Rows flagged red are expired or overdue for review.
Settings
White-label branding and plan entitlements for this deployment. Admin only. Changes apply on next load.
Documents
The organization's document vault — contracts, filings, policies, and records, tracked with owners, versions, and expiry dates.
Vendors
Vendor onboarding and compliance — applications, document checks (W-9, insurance, banking), risk, and approval status.
Onboarding
Employee and contractor onboarding — a tracked checklist of documents, policies, and training from offer to day one.
Blog
Write and publish posts to the public site. Published posts appear under Dispatches on the public site.