Help IT capture fundraiser bank details before payouts

IT admins miss bank requests, causing incomplete payout details and stalled payouts. Launch a bank-account checklist and alert the fundraising manager so payouts aren't blocked by missing details.

Overview

Missed bank-account requests stall payouts and force manual follow-ups for operations. This workflow ensures every request spawns a checklist and an alert to the fundraising manager, creating a clear audit trail and eliminating missed payout details so disbursements can proceed without manual chasing.

Notable Features

Launch bank-account collection checklist
Notify fundraising manager by email
Attach request link to campaign record