Is Your Fundraising Workflow Ready for Automation?

Fundraising workflow automation starts with knowing what to automate and when. This practical checklist helps nonprofit fundraising, operations, and data teams evaluate their internal data workflows: the manual steps, processes, and decision points that power everything from gift entry to donor communications. You’ll identify high-volume, repetitive tasks, assess the clarity and complexity of each process, and learn how to flag edge cases for manual handling. You will have a sense of how to automate smarter, more scalable, and sustainable. Whether you’re preparing for a full system upgrade or just tired of duplicating work across platforms, this checklist will help you take the first steps toward automating your fundraising data workflows with confidence.