Sharing my Power Automate Flow: Weekly Lapsed Annual Fund Donor Digest with Mobile-Responsive Email

Andrew Peterson

Description

This flow runs every Monday at 8:00 AM and generates a comprehensive email digest featuring donors who gave to a specific Campaign during the same week last year but have not contributed during the current fiscal year. The email includes clickable links to donor records, gift records, and pre-filled personalized email templates - all formatted to work on both the Gmail desktop website and Gmail mobile app. (we are a Google school and I have no way to test this on Outlook, sorry!)

---

Required Connections

• Blackbaud RENXT Gifts
• Blackbaud RENXT Constituents
• Gmail (or Office 365 Outlook, but has not been tested)

Suggested Skill Level

Intermediate/Advanced (or have Claude.ai handy to act as your personal Power Automate assistant. Seriously, most the credit should go to Claude, it did all the heavy lifting. Including writing most of this post)

---

Key Settings to Customize:

• Campaign ID Filter: Set to the ID of the campaign you would like to filter on
• Fiscal Year Dates: Currently configured for July 1 - June 30 (modify for your fiscal year)
• Email Recipients: Update team email addresses in the Gmail action
• Fund Dictionary: Add your organization's fund IDs and names for readable output

Prerequisites:

• RE NXT with SKY API access enabled
• Power Automate premium license

---

Core Logic Flow:

• Weekly Trigger (Monday 8:00 AM)
• Query Last Year's Gifts (this week range, Campaign ID)
• For Each Donor Found:
  • Get constituent details (name, email, phone)
  • Check if they gave THIS fiscal year to Annual Fund
  • If NO → Add to lapsed donor array
• Build Mobile-Responsive HTML Email
  • Clickable donor names → RE NXT constituent records
  • Clickable gift amounts → RE NXT gift records
  • Green "Email Donor" buttons → Pre-filled Gmail drafts
  • Phone numbers become clickable on mobile
• Send Digest to Development Team

---

Sample Output

Desktop View:

Email Draft:

Mobile View:

I can't emphize enough how helpful it was using Claude.ai to build this. I made sure that it explained everything it was building and it was a great way to learn while building something practical for my team. I'm happy to do my best answer questions about implementation or share additional customization ideas!

WeeklyLapsedDonorDigest_20250611045453.zip

Aldera Chisholm

@Andrew Peterson This looks great! I'm excited to dig into it and try it out. Edit: I also love Claude, I've had much better results from it, over the others.

Lucy Ruiz

@Aldera Chisholm thank you for sharing. This logic may help us with a current request.