Connectors

/

DonorPerfect

/

Find DonorPerfect follow-ups with no TickTick task
Report
Cross-Connector

Find DonorPerfect follow-ups that have no TickTick task

For operations and fundraising teams who want to ask their AI assistant which upcoming donor follow-ups lack a TickTick task.

Try PopdockAI free
Get a live demo
Find DonorPerfect follow-ups with no TickTick task
Which DonorPerfect follow-ups due in the next 14 days assigned to Priya have no task in TickTick?
5 of the 8 follow-ups due in the next 14 days have no TickTick task. - Rivera, due 21 Oct, thank-you call, by Priya - Contoso Foundation, due 23 Oct, pledge reminder, by Priya - Possible match: Nguyen, a task exists but its date differs by 6 days - Covered: 3 follow-ups have a task within 3 days Want the covered list with the task titles too?
DonorPerfect
Sample figures. Your results come from your own account.
donorperfect-get-contact
donorperfect-get-donor
ticktick-get-tasks

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

DonorPerfect

DonorPerfect
Run it on your own DonorPerfect data.

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

Try PopdockAI free

The problem

Donor follow-ups with no task behind them

Donor follow-ups are recorded in DonorPerfect, but the team runs its day from TickTick. Someone compares the lists by eye, and a follow-up with no task is easy to overlook until the date has passed.

Without PopdockAI

  • List upcoming follow-ups in DonorPerfect
  • Search TickTick for each donor
  • Compare due dates by eye
  • Notice the gap after the date passes

With PopdockAI

  • Open follow-ups due in the window are read
  • Each donor is named and searched in TickTick by name and id
  • Tasks within 3 days of the due date count as covered
  • Date mismatches shown as possible, nothing created

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 DonorPerfect contact follow-ups due in the next `{days}` days (default 14) that have no matching TickTick task, so nothing slips.

**Step 1: Read the follow-ups (DonorPerfect)**

Call `donorperfect-get-contact` with `due-date.from` set to today and `due-date.to` set to today plus `{days}` days. If `{owner}` is given, also pass `by-whom` set to it. Skip rows that already have a `completed-date`.

**Step 2: Name the donors (DonorPerfect)**

For each distinct donor-id, call `donorperfect-get-donor` to get first-name, last-name and organization-name.

**Step 3: Look for a task (TickTick)**

For each donor call `ticktick-get-tasks` with `title.contains` set to the last name (or organization-name) and `status` open. A follow-up counts as covered when a task matches the donor and its due-date is within 3 days of the contact's due-date. Also check by donor-id in the title.

**Step 4: Report**

Two tables. Uncovered follow-ups: donor, donor-id, due-date, activity-code, comment, by-whom. Covered follow-ups: donor, task title, task due-date. End with counts.

**Rules & Guidelines:**

* `donorperfect-get-contact` and `donorperfect-get-donor` are on the DonorPerfect server; `ticktick-get-tasks` is on the TickTick 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`. If the user wants the gaps filled, point them to the create-donor-followup-tasks prompt.

**Validation:**

* If DonorPerfect returns no follow-ups, report that and stop.
* A name match with a different date is reported as "possible match, check dates", not as covered.

Who it's for

One answer, three teams that use it

Development officers

See which follow-ups have no task

Uncovered follow-ups are listed so you can plan your week.

Which of my DonorPerfect follow-ups due in the next 7 days have no TickTick task?

Development directors

Check the team's follow-ups are planned

Covered and uncovered counts show where things might slip.

Show DonorPerfect follow-ups due this month assigned to Sam with no matching TickTick task.

Donor relations

Spot tasks on the wrong date

Name matches with a different date are shown as possible matches.

Do any DonorPerfect follow-ups have a TickTick task on a different date?

How it works

What PopdockAI does when you ask

You give a window and your AI assistant checks each upcoming DonorPerfect follow-up for a TickTick task. It only reads.

01

Ask

You give a window in days and, if you like, an owner.

Your AI tool

02

Read

It lists open DonorPerfect follow-ups due in that window and names each donor.

donorperfect-get-contact
donorperfect-get-donor

03

Match

It searches open TickTick tasks by donor name and id, within 3 days of the due date.

ticktick-get-tasks

04

Report

It shows uncovered and covered follow-ups with counts.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for DonorPerfect and one secure connection to your AI tool. No code, no exports.

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.
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

ticktick-get-tasks

Returns open TickTick tasks with their project, due date, priority, status, assignee and tags. Filter by project, due date range or status.
Read only.Nothing in DonorPerfect 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

No donor follow-up dropped

Try PopdockAI free
Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

‍

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

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

Try PopdockAI Free
See Documentation