Pledge payments don’t always apply themselves—especially when soft credits, online gifts, and mixed giving scenarios are involved.

In this session, you’ll see how Microsoft Power Automate can be used to proactively identify gifts that may represent pledge payments and surface those opportunities to your team before they’re missed.

We’ll walk through two complementary daily automations. The first reviews gifts entered the prior day, checks for soft creditors, and evaluates related giving history to identify open pledges tied to the same campaign or fund. The second scans open pledges and reviews recent giving activity to catch payments—such as online donations—that don’t automatically apply to pledges.

Both flows deliver Microsoft Teams notifications when a potential match is found, helping advancement teams take timely action, improve pledge reconciliation, and reduce manual review.