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TickTick

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Find completed TickTick donor tasks not logged in DonorPerfect
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Cross-Connector

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.

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Find completed TickTick donor tasks not logged in DonorPerfect
Which donor tasks did we complete in TickTick in the last 14 days that are not logged as contacts in DonorPerfect?
4 completed donor tasks have no matching DonorPerfect contact. - Thank-you call to Rivera, completed 14 Oct, donor-id 20418 - Pledge reminder for Contoso Foundation, completed 16 Oct, donor-id 20877 - Ambiguous: Smith, three donors share that surname - Logged: 9 tasks have a contact within 2 days Shall I list the logged tasks with their contact ids as well?
TickTick
Sample figures. Your results come from your own account.
ticktick-get-completed-tasks
donorperfect-get-donor
donorperfect-get-contact

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

TickTick

TickTick
Run it on your own TickTick data.

Connect TickTick, pick your AI tool and paste the prompt.

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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.

Prompt
**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.

Your AI tool

02

Read

It lists tasks completed in that window in TickTick.

ticktick-get-completed-tasks

03

Match

It finds each donor in DonorPerfect and checks for a contact within 2 days of completion.

donorperfect-get-donor
donorperfect-get-contact

04

Report

It lists unlogged tasks, logged tasks, and ambiguous or non-donor items separately.

Your AI tool

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.

get-data

ticktick-get-completed-tasks

Returns completed TickTick tasks with their completion time and project. Filter by project and completion date range.
get-data

donorperfect-get-donor

Returns donor records from DonorPerfect: names, salutations, contact details, donor type and status, and the codes used to segment them. The starting point for almost any DonorPerfect question.
get-data

donorperfect-get-contact

Returns the contacts and activities logged against donors in DonorPerfect: calls, visits, letters and other touchpoints, with their dates, activity codes and notes.
Read only.Nothing in TickTick Changes

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.

How Popdock AI secures your data

The outcome

Finished donor work that never reached DonorPerfect

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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