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TickTick

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Find TickTick tasks for a DonorPerfect donor
Report
Cross-Connector

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.

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Find TickTick tasks for a DonorPerfect donor
Show me everything open in TickTick for the donor Rivera in DonorPerfect, with their recent gifts.
Donor Rivera (donor-id 20418) has 2 open TickTick tasks, 1 overdue. - Header: gift total 14,200, year to date 2,500, last gift 500 - Task: Thank-you call, project Stewardship, due 18 Oct, overdue - Task: Send impact report, project Stewardship, due 5 Nov - Last gift: 500 on 12 Oct; last contact: phone call on 8 Oct Want the last 3 contacts and gifts in full?
TickTick
Sample figures. Your results come from your own account.
donorperfect-get-donor
ticktick-get-tasks
donorperfect-get-contact
donorperfect-get-gift

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 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.

Prompt
**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.

Your AI tool

02

Identify

It finds the donor in DonorPerfect and stops if several donors match.

donorperfect-get-donor

03

Search

It searches open TickTick tasks by last name and donor id and discards tasks naming someone else.

ticktick-get-tasks

04

Report

It shows the donor header, the tasks with overdue ones flagged, and the last contacts and gifts.

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

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.
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-gift

Returns gift and pledge transactions from DonorPerfect, with amount, date, campaign, solicitation and GL codes, and the donor each one belongs to. Filter by donor, by date range or by campaign to build giving history and campaign totals.
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

A donor's tasks and giving history in one answer

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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.

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

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