Week In Review

Stay on top of donor interactions by reviewing and refining your recent meetings and calls each week.

Overview

Week In Review is a beta feature designed to help users reflect on and refine their donor interactions. It acts as a lightweight checklist that appears in your inbox, surfacing meetings and calls from the past seven days so you can review your notes, add additional thoughts, or confirm everything looks good.

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How It Works

Trigger and Timing

• Automatically scans your CRM activity logs for calls and meetings within the past 7 days.

• Each relevant activity is displayed as an item in your Momentum inbox.

Review Options

• "Looks good": Confirm that the meeting or call note is accurate and complete.

• Edit: Add context, update formatting, or capture additional insights you remembered after the meeting.

Data Displayed

• Shows the original contact report or meeting notes.

• Associated constituent information is included for clarity

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TL;DR

• What: Weekly inbox prompt to review meetings and calls from the past 7 days

• Why: Ensures notes are accurate, provides time to add thoughts, and keeps CRM data clean

• Where: Appears in your Momentum inbox if enabled

• Who: Available per user

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Note: Week In Review is currently in beta and available exclusively to our Development Partners or by request.

Interested in early access? We'd love to hear from you — just drop us a line at [e-mail].