Advancement and finance teams often rely on manual processes to track incoming gifts, notify staff of significant donations, and respond to report requests. This session demonstrates how these workflows can be streamlined using low-code automation tools already available in the Microsoft ecosystem. Attendees will see how a SharePoint-hosted Excel log can track gifts before database entry and trigger tiered staff notifications based on gift amount using Microsoft Power Automate. The session will also showcase a secure, self-service process where users request quarterly investment statements through Microsoft Forms. A Power Automate workflow retrieves the appropriate report and sends a password-protected file directly to the requester. By connecting Microsoft Excel, Microsoft SharePoint, Forms, and Power Automate, organizations can reduce manual work, improve response times, and provide staff with efficient self-service tools.