AI Automations Guide
The Compliance Tracker already knows your filings, deadlines, and statuses. These automations turn that data into plans, reports, and documents you can act on, and you review and edit everything.
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 AI Automations from the sidebar, directly under Dashboard. Most automations here are data-driven: they read your actual filing list (built from your organization profile) and your current statuses, so the drafts are about YOUR deadlines, not generic ones.
- Education, not legal advice. Every output is general compliance education. Drafts never invent deadlines, fees, or requirements, and each one ends with a reminder to confirm specifics with the IRS, your state agency, or a qualified professional.
- Every output opens in an editable preview with Copy, Text (.txt), Print, Word (.docx, with your document branding), and Email.
- Pricing: included with your All In One Nonprofit All-Access subscription.
Beyond this app's own automations, the cross-app Weekly Action Plan on the organization-wide Compliance Copilot (/copilot/) turns your whole organization health picture (Compliance, Governance, Documents, and Operations) into a single prioritized to-do list. It is guidance, not a legal or compliance determination.
Annual Compliance Plan
The flagship. It reads your full filing list (federal, state, governance, and fundraising-state registrations), the due dates computed for your fiscal year, and your current statuses, then builds a complete annual plan: your compliance picture in plain language, what needs attention right now, a month-by-month schedule with prep time before each deadline, who does what given the capacity you describe, and a monthly check-in habit to stay on track.
Compliance Risk Brief
The Predictions page (in the sidebar, directly under Dashboard) scores the deadline-miss risk for each upcoming filing, combining how close its deadline is with the status you have recorded. Overdue and not-started items near a deadline rank highest; filed and N/A items are excluded. Those scores are transparent and free for everyone: every row shows the factors behind it, computed only from your own data, with no black-box model.
This automation, the one AI button on that page, turns those scores into a short, prescriptive action brief: which filings are most at risk and why, the deadlines that need attention first, and the next steps to protect your standing. Run it whenever the Predictions list shifts, and before a board meeting, to keep your highest-risk filings in front of the people who can act on them.
Compliance Gap Assessment
Describe how you handle compliance today (how deadlines are tracked, where records live, which policies the board has adopted, who owns it), and the automation combines that with your filing statuses to deliver an honest read: what is solid, the gaps in priority order, and the first three fixes that buy the most protection.
Audit Readiness Plan
Facing an independent audit, review, or compilation? Tell it the engagement type, who is leading prep, and when fieldwork starts, and it builds a tailored plan from your profile and filing list: the prepared-by-client documents to gather, what to close and reconcile before the auditor arrives, a timeline working back from fieldwork, who does what (including the audit or finance committee's oversight role and the independence point), and the questions to ask your CPA. The companion "Getting ready for your audit" article in the Learn tab covers the same ground as a static checklist.
Board Compliance Report
A status report a board member can absorb in two minutes, drafted from live data: overall standing, what is filed, in progress, and not started, anything overdue or at risk (and what happens if it slips), and what the board needs to know or decide. Run it before each board meeting; compliance oversight is part of the board's duty of care.
Board Resolution Drafter
Tell it what the board is adopting (a conflict of interest policy, a retention policy, a banking change) and the meeting date; get a formal resolution with WHEREAS recitals, clear RESOLVED clauses, and a certification block ready for the secretary's signature. Attach the underlying policy text as an exhibit, and have counsel glance at anything unusual.
Missed Deadline Action Plan
Missed something? Don't panic; most misses are fixable. Describe what was missed and you get an ordered recovery plan: what the miss likely means, the immediate steps, what to prepare before contacting the agency, the relief options commonly available for that filing type (like reasonable-cause penalty abatement), and how to prevent a repeat. For significant misses, also loop in a professional.
Compliance Handoff Brief
When a treasurer, bookkeeper, or ED leaves, their compliance knowledge usually leaves too. This drafts the handoff document from your data: the organization's compliance identity, every recurring obligation and its rhythm, where things stand today, where records and logins live, and the successor's first 30 days. Run it BEFORE you need it; it doubles as your disaster-proofing.
Filing Explainer & Prep Checklist
Pick any filing from your list and get a calm, plain-English walkthrough: what the filing is and why it exists, your specific deadline, exactly what to gather before you start, the steps to complete it, and what happens if you miss it. Perfect for the filings you only touch once a year and re-learn every time.
All automation output is general education, not legal or tax advice. The Compliance Tracker is part of All In One Nonprofit.