Give Compass a recurring job, like preparing a board meeting, gathering a monthly finance update or getting a grant report ready for review. We’ll agree on what it handles and where your team needs to step in.
We’ll discuss the work and agree on a price before you start.
Your request
“Get the documents ready for Thursday’s finance committee meeting.”
Request the reports
Ask finance and committee members for their documents.
Follow up
Remind anyone whose report is still missing.
Prepare the documents
Put the documents together for you to check.
You check the documents before they go to the committee.
Board meetings, finance updates and grant reports all depend on other people sending the right information.
We’ll look at one of those jobs with you and agree on what Compass can prepare and follow up on.
Start with a job you already spend time chasing. We’ll look at who is involved and what Compass could do.
“Prepare our next board meeting.”
Collect the documents, prepare an agenda and follow up on action items before the next board meeting.
The meeting documents are ready, and you can see which action items are still open.
Board meeting tools and reminder playbooks are available now. Ask us about committee workflows for your pilot.
“Get this month’s finance report ready.”
For a pilot, we could collect the figures and explanations from your finance team and follow up on missing items. Your finance team still checks and approves the numbers.
A monthly finance update ready for your team to review.
Ask us about a finance reporting pilot.
“Help us finish the next grant report.”
For a pilot, we could track due dates, ask program and finance staff for updates and follow up on missing items. Your team reviews the report and submits it to the funder.
A grant report ready for your team to submit.
Ask us about a grant reporting pilot.
You shouldn’t need to move your whole team to a new tool to try this. We’ll look at where you keep tasks and documents before choosing what to automate.
Team chat
Slack or Microsoft Teams
Project management
Asana, Monday.com, Trello or a similar tool
Email works in Compass today. Connections to team chat and project management tools aren’t available yet. We’ll check what’s possible with the tools you use before you pay for a pilot.
Walk us through the reports, emails or reminders your staff deals with each week or month.
We’ll write down what Compass will do, when you’ll need to review it and what the pilot will cost.
Try it on your next meeting or report. Check the result and the time your staff spent on it before deciding whether to continue.
Tell us what you need finished, such as a finance update ready for the board or a grant report ready to submit. We’ll work out how Compass could help.
Choose a time to talk with us.