Marketing Strategy
Turn evidence and priorities into a marketing plan your team can review.
The Charitas platform
One platform for the work your charity does.
Charitas is being built to help your team turn conversations, authorised files and saved work into marketing plans, fundraising drafts and cashbook records for review. Start with a task or document; you can begin before the brief is finished. AI setup is confirmed separately.
Products are in development. Start here opens setup; sending your request saves preferences without taking payment or activating a workspace.
CONNECTED TO THE WORK
Explore the products.
Raffles
Keep entries, estimated returns and draw records together.
Websites
Choose an adapted or bespoke website around your visitors and their next steps.
Accounting
Prepare cashbook drafts with evidence for treasurer review.
Finance
See recorded income and spending by fund.
The shared platform
Prepare the work. Choose the next step.
Charitas starts at £100/month and is in development. The examples show how conversations and authorised files can support drafts for human review, with evidence and missing facts visible. Prepare a setup request; we’ll confirm capabilities, availability and inclusions before setup. Permissions and AI access depend on your workspace setup. AI costs are separate.
Keep context with the work
Use project conversations and authorised files together, so the material for a task stays alongside the discussion.
Products with a clear job
Plan marketing, manage draw records or explore recorded finances. Each product has its own scope; connections and AI access depend on your workspace setup.
Keep people in charge
Save work for review and share projects with your team. People decide what to approve and use.
One task in the workspace
Prepare a community lunch briefing
See how project context works in practice: follow a fictional volunteer briefing from team instructions and authorised notes to a draft for coordinator review.
Review the briefing draft
This reviewable draft illustrates saved work in a project.
AI draft
The AI drafts the briefing; the coordinator checks the facts and makes the decisions.
Coordinator review
The coordinator checks the source facts, assigns role owners and confirms the date and venue before sharing. Approval is not simulated here.
Community lunch volunteer briefing
Welcome team
Greet visitors and direct questions to the coordinator.
Refreshments team
Prepare the serving area and confirm arrangements with the coordinator.
Before sharing
Confirm the date, venue and named role owners.
Christmas raffle planning
Explore the thinking details, change the ticket price and edit the poster in the local Christmas planning example.
Raffles is a separate, human-managed module. The AI assistant cannot read or administer draw records or execute draws.
CHARITAS IN CONVERSATIONInteractive example
Can you help plan our Christmas raffle to raise £2,000 before costs?
ThinkingExample
- Comparing ticket prices
- Calculating the ticket target
- Preparing a poster draft
To raise £2,000 before costs, you’d need to sell 1,000 tickets at £2 or 400 at £5. The family day out is a draft prize; you’ll need to confirm it and choose a draw date.
Try both prices in the plan below to see the ticket target and poster update. You can edit the poster headline too.
Target£2,000
Tickets to target
Draft prize: family day out (unconfirmed)
Draw date: to be chosen
£2,000 gross target, before costs.christmas-raffle-plan.html
Is the family day out confirmed, and what’s your draw date?
Questions, answered.
Find your next step and explore your setup.
Before you start
A PLACE TO START
Plan your Charitas setup.
Choose platform, AI and website preferences. We’ll confirm availability and scope before activation.
Start here