Sample desk · Nonprofit · lane: finance

Finance & board: what the agents did today

Your desk · Finance & board · Nonprofit5 done · 1 needs you · 1 queued
Done today
  1. Restricted gifts matched to their programs
  2. Expense reports checked against the budget
  3. Board packet assembled
  4. + 2 more done today
Queued
  1. Data gathered for the quarterly report
Needs your yes
  1. Approve this month's bill paymentsDrill deeper ▸

What agents do hereAn agent keeps restricted money matched to its purpose and assembles the board packet. Payments wait for a person, and a reviewer re-checks the books.

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Finance & board, at a nonprofit. Where next?

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

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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.