For United Way Alberta Central Region, Canada, every committed donation is revenue the mission is counting on. Protiviti built a Salesforce Agentforce agent, powered by Claude, to catch the ones that quietly go unpaid and it has run live on the organization’s donation and payment data since March 2026. Manual review has dropped from about 30 hours a week to eight to ten, and late or missed payments are caught within one to two days instead of 30 to 60 days.
The challenge
United Way Alberta Central Region was tracking donation payments through largely manual processes. Consistently classifying contributions, monitoring committed payments and quickly spotting donations that were late or potentially missed all depended on staff working through records by hand. That meant extra administrative effort, and a real risk of delayed follow-up and lost donation revenue.
Our approach
A Donation Tracking Agent built on Salesforce Agentforce, with Claude as the underlying model. Because it’s an Agentforce agent, it works inside Salesforce rather than as a separate tool. The agent:
- Reviews donation activity and automatically categorizes and tags each payment.
- Matches payments against expected commitments.
- Flags late or missing donations for follow-up.
Live since March 2026, it runs on the donation and payment data the organization already had, built as a focused, lightweight agent without a wholesale transformation.
Impact
The agent has shifted donation monitoring from reviewing every record to acting on the exceptions, so fundraising staff spend their time on donor engagement rather than administration.
- Manual review time: about 30 hours a week reconciling and tagging payments → about eight to ten hours a week on exceptions only, a 65 to 75% reduction
- Time to detect a late or missed payment: 30 to 60 days, usually caught at month-end or quarter-end → one to two days after the expected payment date.
To learn more about our Salesforce and Anthropic consulting services, contact us.
