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Automation

Email Automation

Flows save time by automating processes that used to be done manually. I created a record-triggered flow on the Opportunity object to automatically send an email acknowledgement to a donor whenever an opportunity is set to “Closed Won.” Flows like this are useful to acknowledge donations in a timely manner.

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I also built a record-triggered flow to send the Executive Director an email alert each time a donation over $1000 is received. This is a simple way to keep executives abreast of large donations.

Screen Shot 2023-09-10 at 6.54.40 PM.png

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