Forward to: Advocacy Team

Advocacy & Policy
Intelligence Workflows

Ten agent workflows for the Advocacy Team — legislative tracking, policy change monitoring, grassroots mobilization intelligence, coalition building detection, regulatory analysis, campaign effectiveness benchmarking, media narrative monitoring, policy research tracking, electoral impact assessment, and advocacy dashboard — enabling data-driven advocacy powered by comprehensive domain intelligence.

1Legislative Tracking Intelligence

AI agent monitors government legislative domains to track bills, committee activity, and floor votes relevant to organizational mission — providing real-time legislative intelligence.

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Track Legislative Activity
/products/press/aboutCountries
LEGISLATIVE INTELLIGENCE — 340 BILLS TRACKED ════════════════════════════════════════════════════════ congress.gov /products: HR-2847 — Community Services Block Grant reauthorization Status: Passed committee — floor vote expected March Impact: +$800M in CSBG funding — direct benefit to our programs ACTION: Mobilize grassroots calls to swing-vote senators congress.gov /products: S-1456 — Non-Profit Tax Simplification Act Status: In committee — hearing scheduled Impact: Reduces reporting burden for orgs under $5M revenue ACTION: Submit written testimony by March 12 deadline legislature.ca.gov /products: AB-890 — State non-profit employee benefit mandate Status: Passed Assembly — Senate vote pending Impact: $120K annual cost increase for our CA operations ACTION: Coordinate with CA coalition to propose amendments

2Policy Change Monitoring

AI agent monitors federal and state agency domains for regulatory changes, executive orders, and administrative guidance that affect non-profit operations and program delivery.

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Detect Policy and Regulatory Changes
/press/docs/complianceIAB Categories
POLICY CHANGE DETECTION ════════════════════════════════════════════════════════ CRITICAL CHANGES: irs.gov /docs: Updated Form 990 requirements — new transparency provisions /press: Enhanced scrutiny of non-profit compensation reporting ALERT: New 990 fields require board approval documentation EMERGING REGULATIONS: dol.gov — Department of Labor /press: New overtime rules — non-profit exemptions narrowed /docs: Threshold raised to $55,000 — 12 staff affected ACTION: Review staff classifications before July 1 deadline FAVORABLE CHANGES: whitehouse.gov /press: Executive order expanding AmeriCorps — 20,000 new positions SIGNAL: Apply for AmeriCorps expansion slots — 8 positions possible

3Grassroots Mobilization Intelligence

AI agent monitors advocacy platforms, petition sites, and grassroots organizing tools to benchmark mobilization effectiveness and identify best practices for constituent engagement.

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Track Grassroots Campaign Effectiveness
/products/about/blogOpenPageRank
GRASSROOTS MOBILIZATION LANDSCAPE ════════════════════════════════════════════════════════ everyaction.com /products: Advocacy module — integrated email + phone + social /blog: Multi-channel campaigns 3.4x more effective than email-only SIGNAL: Already using EveryAction CRM — activate advocacy module change.org /about: 500M+ users — fastest petition growth platform /press: Non-profit petitions averaging 12,000 signatures INSIGHT: Petition-to-legislator pipeline drives 28% more responses OUR MOBILIZATION CAPACITY: Email list: 42,000 | Action takers: 3,800 (9% activation) Phone bank volunteers: 45 (need 200 for effective campaign) TARGET: Raise activation rate to 15% = 6,300 action takers

4Coalition Building Detection

AI agent identifies and monitors advocacy coalitions to find alliance opportunities, track coalition positions, and ensure strategic alignment with partner organizations.

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Map Advocacy Coalitions
/partners/about/pressIAB Categories
ADVOCACY COALITION MAP ════════════════════════════════════════════════════════ ACTIVE COALITIONS (our membership): independentsector.org — Non-profit policy leadership councilofnonprofits.org — State policy coordination HIGH-FIT COALITIONS TO JOIN: youthtoday.org — Youth services advocacy coalition /about: 180 member orgs — active Hill presence SIGNAL: Join — they are leading CSBG reauthorization push nclr.org — Economic equity coalition /about: 340 member orgs — strong state-level network SIGNAL: Complementary to our policy agenda — apply for membership COALITION EFFECTIVENESS RANKING: independentsector.org: 8.4/10 — legislative wins in 2025 councilofnonprofits.org: 7.8/10 — state-level impact youthtoday.org: 7.2/10 — sector-specific influence

5Media Narrative Monitoring

AI agent monitors news outlets, opinion pages, and social media to track public narratives around organizational issues, detect misinformation, and identify messaging opportunities.

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Track Media Narratives
/press/blog/aboutOpenPageRank
MEDIA NARRATIVE ANALYSIS ════════════════════════════════════════════════════════ nytimes.com /press: Op-ed on non-profit accountability — critical tone /blog: Series on "overhead myth" — favorable framing philanthropy.com — Chronicle of Philanthropy /press: Feature on AI in non-profits — our sector highlighted SIGNAL: Pitch our story — reporter covering this beat NARRATIVE SENTIMENT (OUR ISSUES): Youth services: 78% positive coverage Non-profit effectiveness: 62% positive — scrutiny rising Government funding: 45% negative — budget concerns ACTION: Proactive media engagement on effectiveness metrics

6Policy Research Tracking

AI agent monitors think tanks, research institutions, and policy organizations to track studies and white papers that inform advocacy positions and strengthen evidence-based policy recommendations.

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Track Policy Research
/blog/press/docsOpenPageRank
POLICY RESEARCH INTELLIGENCE ════════════════════════════════════════════════════════ brookings.edu /blog: New study — community programs reduce youth incarceration 34% SIGNAL: Cite in CSBG testimony — strongest evidence to date urban.org — Urban Institute /press: Report on non-profit fiscal health post-pandemic /docs: 40% of small non-profits face liquidity crisis rand.org /blog: Cost-benefit analysis of prevention programs /docs: $7.10 return per $1 invested in youth development SIGNAL: Use RAND ROI figure in all advocacy materials

7Campaign Effectiveness Benchmarking

AI agent benchmarks advocacy campaign effectiveness against peer organizations, tracking metrics like legislator engagement rates, media coverage, and policy outcomes.

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Benchmark Advocacy Campaigns
/about/press/blogIAB Categories
ADVOCACY CAMPAIGN BENCHMARKING ════════════════════════════════════════════════════════ Organization Actions Wins Media Hits Score aarp.org 4.2M 12 840 9.4 sierraclub.org 1.8M 8 520 8.7 nrdc.org 980K 6 340 8.1 Our Organization 3.8K 1 12 3.2 EFFECTIVENESS GAPS: Action volume: 3,800 vs top-tier millions Win rate: 1 of 4 campaigns successful (25%) Media presence: 12 placements — need dedicated PR RECOMMENDATION: Hire advocacy communications director — $85K

8Regulatory Comment Tracking

AI agent monitors federal register and state regulatory agency domains to identify public comment periods relevant to organizational mission and ensure timely submissions.

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Track Regulatory Comment Opportunities
/products/press/docsCountries
REGULATORY COMMENT TRACKER ════════════════════════════════════════════════════════ regulations.gov URGENT — Comment period closing: Mar 08 HHS-2026-0142 — Community health center funding formula Mar 15 ED-2026-0089 — Title I allocation methodology UPCOMING — Comment periods open: Apr 01 DOL-2026-0234 — Volunteer classification guidance Apr 15 IRS-2026-0567 — Donor-advised fund distribution rules COMMENT IMPACT HISTORY: Comments submitted (2025): 8 Cited in final rules: 3 (38% influence rate) SIGNAL: Our comments are having impact — maintain engagement

9Electoral Impact Assessment

AI agent monitors election outcomes and candidate positions to assess potential impacts on organizational funding, programs, and policy environment at federal, state, and local levels.

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Assess Electoral Impact
/about/press/blogCountries
ELECTORAL IMPACT ASSESSMENT — 2026 MIDTERMS ════════════════════════════════════════════════════════ KEY RACES AFFECTING OUR MISSION: Senate: 12 competitive seats — 8 candidates supportive of CSBG expansion Best case: +$800M in block grant funding Worst case: -$200M in proposed cuts Governors: 6 races in our operating states vote411.org — Candidate position tracker 3 candidates have proposed non-profit regulatory changes NON-PARTISAN ENGAGEMENT PLAN: Voter registration drives: Permitted — plan underway Candidate forums: Scheduled for September NOTE: 501(c)(3) restrictions — no candidate endorsement

10Advocacy Dashboard

AI agent synthesizes all advocacy intelligence into an executive dashboard — providing leadership with real-time visibility into legislative pipeline, campaign effectiveness, and policy environment.

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Generate Advocacy Intelligence Dashboard
/about/press/productsOpenPageRankIAB Categories
ADVOCACY DASHBOARD — FEBRUARY 2026 ════════════════════════════════════════════════════════ LEGISLATIVE PIPELINE: Bills tracked: 340 | Priority bills: 8 Favorable: 5 | Unfavorable: 2 | Neutral: 1 CSBG reauthorization: Floor vote expected March MOBILIZATION: Action takers: 3,800 (target: 6,300) Coalition memberships: 4 active Regulatory comments: 3 pending deadlines MEDIA: Coverage sentiment: 62% positive Media placements this quarter: 12 (target: 30)
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Generate Advocacy Report

Advocacy Report — February 2026

EXECUTIVE SUMMARY ──────────────────────────────────────── Government agencies monitored: 48 domains Think tanks tracked: 32 domains Coalition partners: 4 active memberships Bills tracked: 340 federal + state KEY INSIGHTS CSBG reauthorization is top priority — floor vote expected March with $800M funding increase. Grassroots mobilization capacity needs significant investment to match peer organizations. Policy research from RAND ($7.10 ROI per $1) provides strongest advocacy evidence. Regulatory comment influence rate at 38% demonstrates impact.
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