Version 1.4.1

Version 1.4.1

13 Mar 2026 Sudeep Dsouza 1 min read

Quarterly Newsletter Builder lets trusts create, edit, and publish public quarterly updates via a 5-step wizard, AI drafting, real project data, and rich media.

Quarterly Newsletter Builder: create and publish quarterly updates

A guided, 5-step newsletter flow is now available for publishing quarterly newsletters.

  • 5-step wizard: Quarter selection → Project review → AI draft & edit → Preview → Publish
  • AI-assisted writing: Narrative sections (title, subtitle, body) are generated using Claude via LangChain
  • Data stays grounded: Financial stats and testimonial quotes come directly from project records (not the AI)
  • Inline editing with autosave: Edit section content in place, with automatic saving as you work
  • Media per section: Add photos (from gallery albums), videos (thumbnail-first player), and testimonials
  • Newsletter banners: Header and footer banner images with quick uploads
  • Financial stats toggle: Show or hide stats across both the editor and the public newsletter
  • Public newsletter URLs: A standalone public URL per newsletter, with no platform chrome
  • Safer publishing flow: Published newsletters redirect from edit to preview (read-only)
  • Permissions included: Newsletter permissions added for all three organization roles
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