Keep gift records linked to correct products and books

Operations coordinators add gifts that are misclassified, causing lookup gaps and processing errors. It classifies gifts and fills product/book lookups so downstream systems use correct gift links.

Overview

Misclassified gift records create lookup gaps that break downstream processes and force manual fixes. This workflow classifies gifts and populates product and book lookups on creation, preventing mislinks and protecting downstream workflows. Operations teams see fewer manual corrections and more reliable CRM records.

Notable Features

Populate product and book lookups
Classify gifts using name patterns
Flag ambiguous records for review