Report

Cross-Connector

Rank overdue donor tasks by how much each donor gives

For leadership and fundraising teams who want TickTick's overdue donor tasks ordered by DonorPerfect giving, just by asking their AI assistant.

Rank overdue TickTick donor tasks by DonorPerfect giving

Rank my overdue TickTick tasks in the Donor Follow-up project by how much each donor has given in DonorPerfect.

6 overdue tasks, 4 matched to donors, 1 ambiguous and 1 not donor related. - 1. Thank Contoso Foundation: $25,000 year to date, 12 days overdue - 2. Call Dana Whitfield: $1,200 year to date, 5 days overdue - 3. Send receipt to R. Alvarez: $300 year to date, 3 days overdue - Ambiguous: Smith, 3 possible donors Want the full ranked table?

TickTick

Sample figures. Your results come from your own account.

ticktick-get-tasks

donorperfect-get-donor

donorperfect-get-gift

On this page

The problem

The prompt

Who it's for

How it works

Tools used

Connector

TickTick

Run it on your own TickTick data.

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

The problem

Major donors waiting behind small follow-ups

Overdue donor tasks pile up in TickTick with nothing to show which donors matter most. A follow-up with a major donor can wait behind a small one, because checking giving means searching DonorPerfect one donor at a time.

Without PopdockAI

List overdue donor tasks in TickTick
Look up each donor's giving in DonorPerfect
Rank them by hand in a spreadsheet
Call in due date order instead

With PopdockAI

Overdue open tasks are read and the donor name taken from each
A single matching donor is found per task
Tasks are ranked by year to date, then total giving
Ambiguous and non-donor tasks are listed apart, and priorities are never 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:** Take the overdue TickTick tasks, work out which are about DonorPerfect donors, and rank them by donor value so the most important get done first. Limit to the project `{project}` if given, otherwise all projects.

**Step 1: Read overdue tasks (TickTick)**

Call `ticktick-get-tasks` with `status` open and `due-date.to` set to yesterday. If `{project}` is given, pass it as `project-name`. Keep id, title, project-name, due-date, priority.

**Step 2: Find the donor for each task (DonorPerfect)**

Take the person or organization name from the task title. Call `donorperfect-get-donor` with `last-name.contains` set to it. Accept only a single clear match; if several donors match, mark the task "ambiguous" and do not guess. Tasks with no donor name are listed separately as "not donor related".

**Step 3: Add giving (DonorPerfect)**

For matched donors use gift-total, year-to-date and last-contribution-amount from the donor record. Call `donorperfect-get-gift` with the donor-id and `gift-date.from` set to 12 months ago only if the donor record lacks totals.

**Step 4: Report**

A ranked table: task title, due-date, days overdue, donor, gift-total, year-to-date, last-contribution-amount. Rank by year-to-date, then gift-total. Add the ambiguous and not-donor-related lists below.

**Rules & Guidelines:**

* `ticktick-get-tasks` is on the TickTick server; `donorperfect-get-donor` 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`. Do not change task priority; only suggest it.

**Validation:**

* If there are no overdue tasks, say so and stop.
* If a donor name matches several records, show the candidates in the ambiguous list.

Who it's for

One answer, three teams that use it

Development directors

Put the biggest relationships first

See overdue follow-ups ranked by giving, so the team works the most important donors first.

Rank all overdue TickTick donor tasks by DonorPerfect giving so I know who to call first.

Fundraisers

Clear a backlog in the right order

Work through your overdue tasks by donor value rather than by date, with doubtful matches shown separately.

Which of my overdue tasks in the Stewardship project are for our largest DonorPerfect donors?

Executive directors

Check major donors are not being missed

A quick ranked view shows whether follow-ups with major supporters are slipping.

Show overdue TickTick follow-ups ranked by year to date giving in DonorPerfect.

How it works

What PopdockAI does when you ask

You can name a TickTick project, and your AI assistant ranks overdue donor tasks by DonorPerfect giving. It only suggests priorities and changes nothing.

Ask

You can name a TickTick project, or leave it open for all projects.

Your AI tool

Read

It collects overdue open tasks and takes the donor name from each title.

ticktick-get-tasks

Match

It finds a single DonorPerfect donor per task and marks several matches as ambiguous.

donorperfect-get-donor

Rank

You get a table by year to date and total giving, with ambiguous and non-donor lists below.

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-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-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-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.

The outcome

The most important donors contacted first

Related use cases

More ways to put this data to work

Find TickTick tasks for a DonorPerfect donor

Ask your AI for a DonorPerfect donor's open TickTick tasks and it shows them beside recent gifts and contacts. Several matching donors stop it, and nothing is changed.

Learn More

Find completed TickTick donor tasks not logged in DonorPerfect

Ask your AI which completed TickTick donor tasks have no matching DonorPerfect contact. Unclear donor matches are listed separately and nothing is changed.

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Plan my day in TickTick

Ask your AI to plan your day from TickTick. It reads overdue and due today tasks, ranks them with reasons and suggests what to defer.

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Summarise a TickTick task discussion

Ask your AI to summarise a TickTick task and it reads the sub-tasks and comments, then gives the status, decisions and open questions.

Learn More

TickTick focus time report

Ask your AI for a TickTick focus time report and it links sessions to tasks, then shows hours per project, task and day.

Learn More

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.