Training course · Make · NGOs & Non-Profits

Make for Non-Profit Organisations

Automation with Make (formerly Integromat) and AI modules: build scenarios, routers and AI steps while keeping data protection in check.

Duration
2 days (14 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“Make for Non-Profit Organisations” is designed for roles such as Fundraising and donor relations staff, Project and programme managers and Communications and campaigns teams and shows step by step how to use Make productively, safely and transparently in NGOs & Non-Profits – from the fundamentals to advanced workflows.

Make, formerly known as Integromat, is a visual automation platform that lets you connect applications and automate recurring processes without writing code. Over two days you will learn to build scenarios systematically, from triggers and modules through routers and filters to iterators, aggregators and data stores. You will understand how data flows through a scenario, how to reshape it with functions and how to keep an eye on operations consumption.

The second focus is AI. You connect language models through Make’s AI modules and provider integrations to classify text, extract information from emails and documents, draft replies or enrich content. You learn to catch errors with error handlers, test scenarios and document them clearly. Finally, you address data protection topics such as hosting region, data processing agreements and data minimisation, so that your automations can be run safely within your organisation.

Charities, foundations, associations and NGOs tackle big challenges with limited resources. A large share of their capacity goes into grant applications, reports to funders, donor communication, public relations and coordinating volunteers. Generative AI can reduce exactly this burden: it helps draft project proposals and impact reports, personalises fundraising letters, creates social posts in several languages and summarises feedback from programmes. Automations ease membership administration and volunteer coordination. That leaves more time for the mission itself. At the same time, non-profits carry special responsibility for sensitive beneficiary data and for credible, authentic communication.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Fundraising and donor relations staff
  • Project and programme managers
  • Communications and campaigns teams
  • Directors of charities, foundations and associations
  • Volunteer coordinators

Typical challenges we address

  • Scarce staff and financial resources
  • Heavy effort for grant applications and reporting to funders
  • Communication with many audiences across many channels
  • Protecting sensitive data of beneficiaries, donors and members

What you will be able to do

  • You can build Make scenarios independently using triggers, routers, filters and data transformations.
  • You can process lists and records with iterators, aggregators and data stores.
  • You can integrate AI modules for classification, extraction and text generation into your processes.
  • You can safeguard scenarios with error handlers, validation and human approval.
  • Produce grant applications, reports and donor communication more efficiently and precisely with AI.
  • Use AI responsibly and with data minimisation when handling beneficiary and donor data.
  • Relieve your team through simple automations in volunteer and membership administration.

Course outline

Day 1

Module 1 Fundamentals: scenarios, modules and data flow
  • Interface layout, scenario editor and execution history
  • Triggers, actions and searches: module types and their role in a scenario
  • Understanding bundles, mapping and data types and using them deliberately
  • Choosing between schedules, webhooks and instant triggers
Module 2 Logic: routers, filters, iterators and aggregators
  • Using routers and filters for branching and conditional flows
  • Splitting lists with iterators and combining them with aggregators
  • Applying text, date and maths functions to transform data
  • Using data stores and variables for interim values and duplicate checks
Module 3 AI building blocks in Make
  • Connecting language models via AI modules and provider integrations
  • Automating classification, structured data extraction and text generation
  • Building prompts from scenario variables and processing output as JSON
  • Combining AI agents in Make with tools and scenarios as actions
Module 4 Integrations, error handling and testing
  • Connecting common business applications and any API via the HTTP module
  • Applying error handlers such as Resume, Ignore, Break and Rollback
  • Validating AI output and routing unusable results to a person
  • Testing scenarios, optimising operations and documenting them for the team

Day 2

Module 5 Data protection, governance and operations
  • Assessing hosting region, data processing agreements and data flows to AI providers
  • Applying data minimisation and pseudonymisation within scenarios
  • Managing connections, teams and permissions across the organisation
  • Defining approval steps, monitoring and ownership for live operation
Module 6 Practice lab: NGOs & Non-Profits
  • Drafting grant applications
  • Impact and narrative reports
  • Donor communication
  • Campaigns and social media
  • Coordinating volunteers
  • Analysing feedback and surveys
Module 7 Data protection, quality & transfer to daily work
  • Beneficiary data can be highly sensitive, such as health, ethnic origin or religion, and does not belong in unapproved AI tools; donor and member data is subject to the GDPR. Funders may set their own rules on AI use, and AI-generated images in fundraising should be clearly labelled.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Drafting grant applications

Funding criteria are turned into checklists, project logic with objectives, indicators and activities is structured, and proposal text is written to match the funder's requirements.

Impact and narrative reports

Project data, participant numbers and feedback become clear impact reports, annual reports and grant reports that present results transparently and honestly. Setbacks and lessons learned are presented constructively rather than hidden.

Donor communication

Thank-you letters, mailings and appeals are tailored to the audience and prepared in variants for segments such as first-time, regular or major donors. Personal tone and real stories stay central.

Campaigns and social media

AI helps sharpen key messages, build content calendars and write posts for different channels and languages – with a focus on authentic stories rather than generic copy.

Coordinating volunteers

Rotas, induction materials, FAQs and reminders for volunteers are prepared, and recurring coordination is simplified through forms and automations. New volunteers find their feet faster and tend to stay longer.

Analysing feedback and surveys

Open-ended feedback from participants, members or partners is grouped by theme and summarised to develop programmes in a targeted way. Results also feed into impact reports and funder conversations.

Prerequisites

You should be comfortable with common office and cloud applications and have some experience with AI assistants. No programming skills are required. Experience working in a non-profit organisation; no technical background required.

Technical requirements

You will need a laptop with an up-to-date browser and a Make account; the free plan covers most exercises. API access for a language model is set up together during the course.

Data protection & compliance

Beneficiary data can be highly sensitive, such as health, ethnic origin or religion, and does not belong in unapproved AI tools; donor and member data is subject to the GDPR. Funders may set their own rules on AI use, and AI-generated images in fundraising should be clearly labelled.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Thu, 26 November 2026 – Fri, 27 November 2026 Online Request
  • Wed, 9 December 2026 – Thu, 10 December 2026 Berlin Request
  • Wed, 16 December 2026 – Thu, 17 December 2026 Online Request
  • Tue, 19 January 2027 – Wed, 20 January 2027 Stuttgart Request
  • Wed, 27 January 2027 – Thu, 28 January 2027 Online Request
  • Thu, 4 February 2027 – Fri, 5 February 2027 Hanover Request

Frequently asked questions

Is Make the same as Integromat?

Yes. Integromat was renamed Make and substantially developed along the way. The core principle of visual scenarios made of connected modules remains, while a redesigned interface, many new integrations and AI building blocks have been added. If you used Integromat in the past, you will quickly feel at home and discover the new capabilities on the course.

How do I keep operation costs under control?

Every module that runs consumes operations or credits, and AI calls also use quota with the respective model provider. On the course you learn to design scenarios so that filters apply early, unnecessary runs are avoided and data is processed in batches. This keeps your automations economical and predictable as volumes grow.

Can Make be used in a GDPR-compliant way?

In principle yes, provided you set up the framework deliberately. This includes choosing the hosting region, signing a data processing agreement, reviewing connected AI services and applying data minimisation. On the course you work through these points with a checklist and learn to filter or pseudonymise sensitive data within scenarios.

Which AI tools suit organisations on a tight budget?

Many vendors offer discounted plans for non-profits, and even the basic versions of common AI assistants deliver a lot of value. What matters is that data protection and contract terms fit your data. The course is tool-neutral and helps you choose a suitable, affordable setup.

Is it credible to write fundraising letters with AI?

Yes, as long as the content stays authentic. AI helps you structure and vary text, but the stories, figures and images must be real and come from your work. Invented case studies or unlabelled AI images can damage trust for a long time.

How much does “Make for Non-Profit Organisations” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 2 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

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