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Find donor tasks done in TickTick but not logged in DonorPerfect
For fundraising and data teams who want to ask their AI assistant which completed donor tasks are missing from DonorPerfect.
On this page
Connector
Connect TickTick, pick your AI tool and paste the prompt.
The problem
Donor work done but never recorded
Staff finish donor work in TickTick, such as a thank-you call, and forget to log it in DonorPerfect. The donor record then understates the relationship, and nobody can tell which finished tasks were never recorded.
Without PopdockAI
- Scroll through completed TickTick tasks
- Work out which donor each one is about
- Look up their contacts in DonorPerfect
- Leave the gaps in the donor history
With PopdockAI
- Tasks completed in the window are read
- Each donor is looked up in DonorPerfect
- A contact within 2 days of completion counts as logged
- Ambiguous and non-donor items are kept apart, and nothing is written
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find donor-related TickTick tasks completed in the last `{days}` days (default 14) that have no matching contact logged in DonorPerfect.
**Step 1: Read completed tasks (TickTick)**
Call `ticktick-get-completed-tasks` with `completed-time.from` set to today minus `{days}` days. If `{project}` is given pass it as `project-name`. Keep id, title, completed-time.
**Step 2: Match donors (DonorPerfect)**
From each title take the donor name and call `donorperfect-get-donor` with `last-name.contains`. Accept one clear match; mark several matches "ambiguous" and no match "not a donor task".
**Step 3: Check the contact log (DonorPerfect)**
For each matched donor call `donorperfect-get-contact` with the donor-id and `contact-date.from` set to the same start date. A task counts as logged if a contact exists within 2 days of the task's completed-time.
**Step 4: Report**
Unlogged tasks: task title, completed date, donor, donor-id. Logged tasks: task title, contact-id, activity-code. Ambiguous and not-donor lists. Offer the log-completed-tasks-as-donor-contacts prompt for the unlogged ones.
**Rules & Guidelines:**
* `ticktick-get-completed-tasks` is on the TickTick server; `donorperfect-get-donor` and `donorperfect-get-contact` are on the DonorPerfect server.
* Read only. Never call any of: `ticktick-add-task`, `ticktick-update-task`, `ticktick-complete-task`, `ticktick-delete-task`, `ticktick-batch-tasks`, `ticktick-move-task`, `ticktick-add-comment`, `donorperfect-save-donor`, `donorperfect-save-gift`, `donorperfect-save-pledge`, `donorperfect-save-contact`, `donorperfect-save-address`, `donorperfect-save-link`, `donorperfect-set-flag`, `donorperfect-save-other-info`.
**Validation:**
* If no tasks were completed in the window, report that and stop.
* Never treat an ambiguous donor match as logged or unlogged; keep it in its own list.Who it's for
One answer, three teams that use it
Database managers
Keep donor records complete
Find completed donor work with no contact logged, so the database reflects the real relationship.
Which donor tasks completed in TickTick in the last 30 days have no DonorPerfect contact?
Fundraisers
Catch the calls you forgot to log
See your finished thank-you calls and notes that never made it into DonorPerfect, while you still remember them.
Check my TickTick Stewardship project for tasks done this fortnight that are not logged in DonorPerfect.
Development directors
Trust the activity reports
A regular check means contact counts in DonorPerfect reflect the work your team actually did.
How many completed TickTick donor tasks from the last 14 days are missing from DonorPerfect, and which are ambiguous?
How it works
What PopdockAI does when you ask
You give a window in days, and your AI assistant checks finished donor tasks against DonorPerfect contacts. It only reads, so nothing changes in either system.
01
Ask
You give a window in days and, if you like, a TickTick project.
02
Read
It lists tasks completed in that window in TickTick.
03
Match
It finds each donor in DonorPerfect and checks for a contact within 2 days of completion.
04
Report
It lists unlogged tasks, logged tasks, and ambiguous or non-donor items separately.
What PopdockAI provides
The tools behind the answer
Ready made tools for TickTick and one secure connection to your AI tool. No code, no exports.
ticktick-get-completed-tasks
donorperfect-get-donor
donorperfect-get-contact
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Finished donor work that never reached DonorPerfect
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
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