Catalyser is a workplace giving platform helping companies embed social impact into their culture. Trusted by industry leaders like KPMG, Energy Australia, Xero, Deloitte, and TPG Telecom, Catalyser enables businesses to manage donations, volunteering, and employee engagement—all in one platform.
As part of their continued focus on innovation, Catalyser set out to develop a new AI-powered feature to give charity managers and executives deeper insight into their giving data—without needing to dig through spreadsheets or dashboards.
My role was to design a reporting chatbot that would make interacting with complex data feel simple, intuitive, and even conversational.
This feature was a strategic product addition, not solving a pain point, but expanding the platform’s value in forward-thinking ways. Our goals were to:
Enable users to query giving data conversationally
Automate the creation and sharing of visual, stakeholder-ready reports
Save time by reducing manual effort in routine reporting
Make data insights more accessible to charity managers, executives, and finance teams
By introducing this AI capability, Catalyser aimed to set a new standard in how impact data is experienced, especially at the enterprise level.
Key Features Designed
Ask natural questions like “What did we donate last quarter?”
View real-time summaries with interactive graphs
Automate recurring reports to be sent to finance or leadership
Share reports directly with colleagues or departments
Use preset prompts for common insights and drill-downs
