Create dedicated giving records from new sheet rows

Donation rows that mix monthly and one-off gifts slow stewardship and reconciliation for program coordinators and finance. It files rows into monthly or one-off follow-up sheets so teams act fast.

Create dedicated giving records from new sheet rows

Overview

Stop stewardship and reconciliation delays caused by mixed donation rows. This flow splits donor names, evaluates gift frequency, and files each row into a monthly or one‑off follow-up sheet so coordinators and finance can act the same day. Implementing it removes manual triage and speeds next-step outreach.

Create dedicated giving records from new sheet rows