Keep operations coordinators on top of Gift Aid removals

Operations coordinators miss Gift Aid removal forms, causing donor record errors and compliance risk. It creates ops-board work items for every request so coordinators can act promptly.

Overview

Missed Gift Aid removals create donor record inconsistencies and compliance exposure for operations. This workflow converts every removal submission into a tracked ops-board work item and alerts coordinators, eliminating manual triage and delivering clearer audit trails and faster handoffs.

Notable Features

Create ops board work items
Filter removal requests by charity
Notify operations coordinators instantly