Stewardship is at the heart of nonprofit work, but manual processes can quickly become time‑consuming and hard to scale. In this case study, we walk through how a client transformed a stewardship workflow that once took over eight hours each month into an automated process that now runs weekly using the Power Platform.

This session breaks down the full workflow, the mix of tools required to make automation successful, and the challenges encountered along the way—along with the opportunities they unlocked. Attendees will see real examples of how related workflows like daily gift logs and email processes to support a more sustainable, repeatable approach to stewardship.