Sample desk · Nonprofit · lane: donors

Donors & grants: what the agents did today

Your desk · Donors & grants · Nonprofit3 done · 1 needs you · 1 queued
Done today
  1. Thank-you letters drafted for 14 gifts
  2. Grant deadline calendar updated
  3. Monthly gifts matched to deposits
Queued
  1. Call list for lapsed donors
Needs your yes
  1. Approve the grant applicationDrill deeper ▸

What agents do hereAn agent drafts the thank-yous and keeps every grant deadline in view. Anything submitted in your name waits for your yes.

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Donors & grants, at a nonprofit. Where next?

  1. Drill deeper
  2. Next lane: Programs
  3. Back to the Nonprofit desk
  4. What agents never do alone

This is my kind of work. Talk to us.

Guided intake · the desks are sample businesses, not real customers · replies come from the SogaStudio team.

On your own desk

This lane is a sample. On your own business it starts from the way your team already does the work: each step written down as a work order, the repeat steps given to one agent, and a gate wherever a mistake costs money or your name.

Spending and anything that goes out in your name wait for a person. Routine work you have approved runs on its own, behind checks that stop it when something looks wrong.