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Donation Processing Workflow

Process online and offline political contributions with FEC compliance and donor acknowledgment

Complexity: Moderate | Duration: 5-15m per batch | Category: Community/General

Tags: donations fundraising fec-compliance political-finance receipts

Workflow Diagram​

Steps​

Step 1: Donation collection​

Agent: fundraising

manager-agent - Receive online/offline contributions

Step 2: Donor information​

Agent: fundraising

manager-agent - Capture required donor details

Step 3: Contribution limits​

Agent: compliance

agent - Verify donations don't exceed limits

Step 4: Occupation check​

Agent: compliance

agent - Ensure required occupation/employer data collected

Step 5: Acknowledgment​

Agent: email

automation-agent - Send immediate thank you receipt

Step 6: Database entry​

Agent: finance

agent - Record contribution in campaign finance software

Step 7: Batch reconciliation​

Agent: finance

agent - Reconcile donations with bank deposits

Step 8: FEC reporting prep​

Agent: compliance

agent - Prepare data for required FEC filings

Step 9: Refund processing​

Agent: compliance

agent - Process any prohibited contributions

Step 10: Donor stewardship​

Agent: donor

relations-agent - Add donor to engagement sequence

Usage​

To execute this workflow:

/workflow community/general/donation-processing-workflow.workflow

See other workflows in this category for related automation patterns.