Client project / Non-profit / 2025

Applications in the CRM.
Evidence for human review.

For the Samoživitelka foundation, I connected online applications, CRM records and data checks. Staff receive flags for potential inconsistencies and retain responsibility for decisions.

Executive summary

Challenge: Online support applications needed to be recorded and checked before assessment.
Approach: Connect intake and evidence gathering while keeping decisions with foundation staff.
Solution: Web form → Make.com → Raynet CRM → AI-assisted data check → Human review.
Outcome: Applications and potential inconsistencies are available together, without repeated data entry. AI flags issues; it does not decide who receives support.

How it works

From an online application to a staff review.

01 / 05

The applicant completes the form.

Application details arrive through the foundation's website and enter the workflow without being retyped.

Application for support

InputWeb form

ContentsApplicant & application details

Next stepProcessing in Make.com

Form submitted

02 / 05

Make.com connects the next steps.

It receives the application, processes the information and passes it to the next stages of the workflow.

Data transfer

FormMake.com

One submission feeds the rest of the application workflow.

03 / 05

The application is recorded in the CRM.

Processed data is saved in Raynet automatically. Foundation staff do not need to copy it from the form.

Data transfer

Make.comRaynet

Staff can access the online application details in their CRM.

04 / 05

Potential inconsistencies are flagged.

AI-assisted checks compare the application with available public sources. They highlight discrepancies for a person to verify.

Illustrative discrepancy

In the applicationNo insolvency declared

In a public sourcePossible insolvency record

For a member of staff to verify. A match is not a decision on the application.

05 / 05

Staff have the information they need to decide.

The system highlights a potential risk or discrepancy. Foundation staff assess the context and decide what to do next.

Ready for staff review

Application recorded in Raynet
Results of the data checks
Potential inconsistencies flagged

The final assessment remains with a person.

Simplified illustration · no client dataAutomatic walkthrough · select any step

Challenge

Receive, record and review each application.

The Samoživitelka foundation receives requests for support through its website. Applications need to be recorded and staff need evidence to assess them. Transferring the information is only the first part of that work.

Solution

I connected the web form, Make.com and Raynet CRM. Make.com processes each submission and records its data in Raynet, removing another round of manual entry.

AI-assisted checks compare application details with available public sources, including public fundraising information. Potential inconsistencies are passed to foundation staff.

Flag a discrepancy. Give staff the context.

For example, an applicant may state that they are not in insolvency while a check finds a potentially conflicting record. The system flags it for staff to verify and assess in context.

A finding is a reason to investigate. It is not proof of a false statement or an automatic reason to reject an application. Foundation staff make the final decision.

Before the integration

Online application details had to be transferred into the workflow, with information gathered separately for assessment.

After the integration

Applications are recorded in Raynet and staff also receive flags for potential inconsistencies.

Outcome

Routine data entry and initial checks now follow a connected workflow. Staff can focus on understanding each applicant's situation and providing support.

Working together

“Martin excels at process automation and designing complex systems — an excellent collaboration.”The Samoživitelka.cz team

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