Add daily donation conversion records to reporting workbook

Your CRM donation opportunity exports are inconsistent, causing manual reconciliation delays for campaign and finance teams. Exported rows arrive in the workbook each morning for same-day reporting.

Overview

Manual CRM exports slow down fundraising reconciliation and introduce avoidable delays. This workflow extracts yesterday's paid donation opportunities and appends them to a central workbook each morning, giving campaign managers and finance analysts same-day figures ready for reconciliation.