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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.
On this page
Connector
Connect DonorPerfect, pick your AI tool and paste the prompt.
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.
**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.
02
Read
It lists open DonorPerfect follow-ups due in that window and names each donor.
03
Match
It searches open TickTick tasks by donor name and id, within 3 days of the due date.
04
Report
It shows uncovered and covered follow-ups with counts.
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.
donorperfect-get-contact
donorperfect-get-donor
ticktick-get-tasks
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
No donor follow-up dropped
Related use cases
More ways to put this data to work
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.
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