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See a donor's TickTick tasks beside their DonorPerfect history
For fundraisers and operations staff who want to ask their AI assistant for a donor's open TickTick tasks alongside their giving and contacts.
On this page
Connector
Connect TickTick, pick your AI tool and paste the prompt.
The problem
Donor follow-ups lost under a nickname
A fundraiser looks up a donor's history in DonorPerfect, then searches TickTick by hand for follow-up tasks. TickTick has no donor field, so tasks filed under a nickname or a different spelling are missed.
Without PopdockAI
- Look up the donor's gifts and contacts in DonorPerfect
- Search TickTick by name, then by spelling variants
- Sort out which tasks are about someone else
- Miss the follow-up filed under a nickname
With PopdockAI
- The donor is found, stopping if several match
- Open tasks are searched by last name and donor id
- Tasks naming someone else are dropped
- Overdue tasks are flagged, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find every TickTick task about the DonorPerfect donor `{donor}` and show it next to the donor's giving and contact history. Look at tasks due within `{days}` days (default 30, use all open tasks if the user asks for everything).
**Step 1: Identify the donor (DonorPerfect)**
If `{donor}` is all digits, call `donorperfect-get-donor` with `donor-id` set to it. Otherwise call `donorperfect-get-donor` with `last-name.contains` (or `last-name` if the user gave an exact name). If more than one donor matches, list them with donor-id, name, city and email and stop so the user can pick.
**Step 2: Find the tasks (TickTick)**
TickTick has no donor field, so the join is text. Call `ticktick-get-tasks` with `title.contains` set to the donor's last name (or organization-name), `status` open, and `due-date.to` set to today plus `{days}` days. Run it a second time with `title.contains` set to the donor-id and merge the results by `id`. Discard tasks that clearly name a different person with the same surname.
**Step 3: Add context (DonorPerfect)**
Call `donorperfect-get-contact` with the donor-id and keep the 3 most recent contacts. Call `donorperfect-get-gift` with the donor-id and keep the 3 most recent gifts.
**Step 4: Report**
Donor header: donor-id, name, gift-total, year-to-date, last-contribution-amount. Then a table of tasks: title, project-name, due-date, priority, tags. Then the last contacts and gifts. Flag any task that is overdue.
**Rules & Guidelines:**
* `ticktick-get-tasks` is on the TickTick server; `donorperfect-get-donor`, `donorperfect-get-contact` and `donorperfect-get-gift` 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 task matches, say the donor has no TickTick tasks and still report the DonorPerfect history.
* If the donor is not found in DonorPerfect, say so and list the TickTick tasks that matched the text you searched for.Who it's for
One answer, three teams that use it
Major gift officers
Prepare for a donor meeting
See what you owe a donor beside their last gifts and contacts, so the conversation picks up where it left off.
What TickTick tasks do I have for donor Chen in DonorPerfect, and what have they given lately?
Fundraisers
Find every follow-up for a donor
Tasks are found by last name and donor id, so follow-ups under different spellings are not missed.
Show open TickTick tasks in the next 60 days for DonorPerfect donor 10482.
Development operations
Check for overdue promises
Overdue tasks for a donor are flagged, so commitments to supporters do not slip.
Does donor Okafor in DonorPerfect have any overdue tasks in TickTick?
How it works
What PopdockAI does when you ask
You give a donor name or id, and your AI assistant puts their open TickTick tasks beside recent gifts and contacts. It only reads, so nothing changes.
01
Ask
You give a donor name or id, and optionally how many days to look ahead.
02
Identify
It finds the donor in DonorPerfect and stops if several donors match.
03
Search
It searches open TickTick tasks by last name and donor id and discards tasks naming someone else.
04
Report
It shows the donor header, the tasks with overdue ones flagged, and the last contacts and gifts.
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.
donorperfect-get-donor
ticktick-get-tasks
donorperfect-get-contact
donorperfect-get-gift
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
A donor's tasks and giving history in one answer
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.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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