Keep operations coordinators issuing accurate year-end donation receipts

Operations coordinators miss sending accurate donation receipts, leaving donors without tax records. Drafted emails attach receipts when files appear, letting operations send correct receipts.

Overview

Missed or late donation receipts create tax headaches for donors and increase workload for operations. This workflow drafts personalized receipt emails with attachments as files appear, creating a reliable audit trail and reducing manual corrections so operations can focus on approval and final distribution.

Notable Features

Attach receipt PDFs to drafts
Populate donor name and address
Flag missing fields for review