AI Agent for Donately

"Check all donations from last week in Donately that haven't been acknowledged, draft a warm thank-you email in Gmail for each, and post a summary to Slack."

"Search Donately for donors who gave over $1,000 in the last year but have no activity in the last six months."

"Pull all donors from Donately with a lifetime value over $5,000 and create a contact list in Google Sheets."

"Review Donately history to find donors who have given three times in the last year and draft a request for monthly support."

"Look at the latest Donately entries, check for missing phone numbers or addresses, and flag them for update."

"Analyse Donately data for the current month, calculate total raised by campaign, and draft a summary for the board."

"Identify any incomplete transactions in Donately and draft a follow-up email to the donor."

"Compare Donately totals against our targets and update the status in Notion."

"Scan Donately records for formatting errors in names or addresses and suggest corrections."

"Find donors who gave last year but not this year and export them to a new mailing list."

"Identify major donors in Donately and draft an email sharing the latest project impact report."

"Check Donately address updates and draft a note to the local chapter manager."

"Filter Donately for first-time donors this week and create a calling list in Google Sheets."

"Analyse which campaigns a donor has supported in Donately and categorise them by interest."

"Review pending donor questions and draft helpful, empathetic responses in Gmail."

"Match Donately transaction IDs with bank statement entries in Google Sheets."

"Filter Donately for donations over $250 and generate a list for tax documentation."

"Check Donately for identical amounts from the same donor within 24 hours."

"Export Donately data for the month and format it for our accounting software."

"Scan Donately for donors without complete mailing addresses."