Quick answer
/avid: how much did we raise from mid-level donors last quarter?
Ask anything. Answered in seconds, with the chart when there is one.
Answer + chartBeta Integration | Early access
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Avid + Slack Integration
Ask Edna from inside Slack
Your donor data, where your team already works. No browser tab, no dashboard hunting — just ask in Slack and get insights immediately.
Start Using Avid + SlackAvid + Slack is available to all Avid users.
Why use Avid + Slack
Instant insights within your workspace.
You made the presentation. Prepared the report. Shared the results.
But now the inevitable happened. Someone asked a data question you weren’t prepared for.
You have the answers buried in your data. Now you have the answers at your fingertips.
Get answers between donor visits. In a budget conversation. In a board meeting.
All by sending a Slack message.
How it Works
Ask Questions. Get Answers.
Open Slack. Ask Edna your questions in any channel. Share your findings with your team—even if they’re not an Avid user.
Type /avid. Ask any fundraising question.
Donor brief
/avid donor: Jane Smith
A donor brief before the meeting. Giving history, causes, recent gifts, and career background. Only you can see it.
Visible only to youAudience
/avid audience: lapsed donors who gave $250+ in 2024
Build a real audience. Ready to view or download right away — with a Cancel button.
View, download, or cancelFull analysis
/avid analysis: why did retention drop in the Northeast?
Start a full analysis. Edna builds the dashboard in Avid and hands you the link.
Dashboard link in AvidFive Ways to Ask Edna
01
Direct message
A private back-and-forth.
02
@mention in a channel
Ask where your team can see the answer.
03
/edna anywhere
A quick one-off.
04
Shortcuts menu
A short form instead of commands.
05
The Edna tab
Your dashboard, in the Slack sidebar.
Frequently Asked Questions
A few things worth knowing
How does Avid + Slack work with user permissions?
In a channel, everyone sees the answer, so keep sensitive questions to a direct message.
How does Avid + Slack handle donor lookups?
Any donor lookups you run in Slack stay private. Even in a shared channel, a donor brief is visible only to you.
What happens when I ask to create an audience in Slack?
Audiences created by asking Edna in Slack are generated right away. They are not saved as a draft. Don’t worry, no new audience gets synced to your channels unless you set up a Pathway in Avid. You can always hit “Cancel” if you change your mind.
Are my Edna conversations in Slack available in Avid as well?
Yes. You can start your conversation in Slack, and finish it in Avid. Every answer links to the same conversation in your browser.
Which team members can use Avid + Slack?
Avid isn’t priced per seat, so you can have your whole team using Avid + Slack: your development team, leadership, finance, board members, or anyone who is part of the conversation about your donors.
What if a team member is in Slack, but not Avid?
When Avid + Slack is connected, Slack matches your email to your Avid account. If it finds a match, you’re ready to use Avid + Slack instantly. If not, Edna asks them to sign in.
If you need to add more team members in Avid, your team’s Avid admin can add them under Settings → Team. It takes a minute and costs nothing extra.
What does it mean that this is a “Beta Integration”?
The Avid + Slack integration is live. It’s real, not a demo. It uses your live data with the same security and permissions as the rest of Avid.
We’re starting with a small group of Avid users so we can respond fast. A few edges are still rough. Things will change. And your feedback matters.
The help article lists more details about what we’ve built so far, and the kind of feedback that can help make the Avid + Slack integration better for you.
If we don’t hear from you first, we’ll check in with you in about two weeks to get more personalized feedback.
How do I share feedback on how the integration can be improved?
We’d love for you to tell us what you think. Did something break? Was an answer confusing? Was there a question that Edna couldn’t handle?
Email us directly at [email protected] with any of your feedback so we can improve the experience for you and other Avid fundraising teams.
Start Using Avid + Slack
Join the Avid + Slack Beta
Connect Avid + Slack Today
Connecting Avid + Slack takes one minute. One person connects it for your whole Slack workspace.
1
Click Connect Edna to Slack. Sign in to Avid if it asks.
2
Your Slack admin may need to approve the app. Once approved, click the link again.
3
You’ll see Avid is connected to Slack. Click Open Slack and ask your first question.