Generate automated Donately performance reports with AI
Swiftask connects your Donately data to an intelligent agent. Get precise performance reports, updated in real time, without any spreadsheet manipulation.
Result:
Save hours every week. Move from manual data entry to strategic analysis instantly.
AI Agents
donately
Connector donately · Secure OAuth 2.0
Manual Donately reporting slows down your strategy
For many organizations, Donately reporting is a tedious exercise: exporting CSV files, cleaning data, creating charts in Excel. This manual approach creates errors, delays, and a skewed view of your campaign reality.
Main negative impacts:
Outdated data for decision making
The time spent preparing the report makes the information obsolete upon publication. You act on the past, not the present.
High risk of human error
Manual handling of sensitive financial data drastically increases the risk of misinterpretations or erroneous data.
Time wasted on repetitive tasks
Your fundraising teams spend more time playing with numbers than defining strategies to engage donors.
Swiftask automates the extraction and analysis of your Donately data. Your performance reports are generated, structured, and ready to be viewed, without human intervention, giving you total clarity on your campaigns.
BEFORE / AFTER
What changes with Swiftask
Before Swiftask
Every Monday, a team member exports data from Donately, imports it into a spreadsheet, applies complex formulas, creates charts, and emails everything. The process takes 3 hours and is prone to copy-paste errors.
With Swiftask + Donately
Swiftask automatically synchronizes your Donately data. The AI analyzes trends, updates dashboards, and sends you a performance summary as soon as a goal is reached or on a defined schedule. Zero effort, 100% accuracy.
Automate your Donately analytics in 4 simple steps
1
STEP 1 : Connect your Donately account
Authenticate your Donately account in Swiftask. The connection is secure and allows the agent to access your donation metrics in read-only mode.
2
STEP 2 : Define key performance indicators (KPIs)
Choose the metrics to track: donation volume, campaign page conversion rates, recurring donations, etc.
3
STEP 3 : Configure report frequency
Set the AI to generate reports daily, weekly, or triggered by specific events (e.g., campaign end).
4
STEP 4 : Visualize and share
Receive your reports in Swiftask, by email, or directly in your collaboration tools. The AI highlights key insights.
Your Swiftask agent's analysis capabilities
The AI analyzes donation volume, velocity, and source. It detects anomalies, activity spikes, and compares performance against historical goals.
- Target connector: The agent performs the right actions in donately based on event context.
- Automated actions: Multi-campaign data aggregation. Automatic campaign ROI calculation. Executive summary generation. Donation trend detection. Intelligent alerts on underperformance.
- Native governance: All generated reports are archived and traceable, ensuring total transparency on the evolution of your fundraising.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-donately@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Why automate your Donately reporting
Guaranteed financial accuracy
Eliminate manual errors. Your reports are based on data extracted directly from Donately.
Increased strategic agility
Make decisions based on real-time data, not reports that are several days old.
Maximized team productivity
Free your staff from administrative tasks so they can focus on donor relationships.
Clear ROI vision
Instantly understand which campaigns are performing best through automatic analysis.
No-code configuration
No developers needed. Configure your reports yourself in a few clicks via the intuitive interface.
Fundraising data security
Swiftask applies enterprise-grade security standards for your donately automations.
- Data encryption: All data transiting between Donately and Swiftask is encrypted according to industry standards.
- Limited access: Swiftask only accesses the data strictly necessary to generate your reports, without modification rights on your accounts.
- Assured compliance: We adhere to the strictest security standards to protect your financial data and that of your donors.
- Total control: You manage access and permissions for your AI agents directly from your administrator space.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your operational efficiency
| Metric | Before | After |
|---|---|---|
| Report preparation time | 3 to 5 hours per week | 0 minutes (automated) |
| Data reliability | Risk of human error | 100% consistent with Donately |
| Trend reactivity | Weekly lag | Real time |
| Reporting cost | Expensive employee time | Marginal cost |
Take action with donately
Save hours every week. Move from manual data entry to strategic analysis instantly.