Tarification

Drive your Donately recurring gifts with AI

Swiftask centralizes and tracks your Donately recurring gift flows. Visualize performance and automate reporting without technical effort.

Resultat:

Gain visibility into your fundraising and free up time for strategic missions.

Manual gift tracking hinders your fundraising

Tracking recurring gifts via Donately often requires manual exports and tedious data entry into your management tools. This fragmentation prevents a clear view of your financial health and delays donor retention efforts.

Les principaux impacts négatifs :

Fragmented data: Your donation information is scattered between Donately and your databases, making global analysis complex.
Risk of human error: Manual entry of amounts and donor details increases the risk of inconsistencies in your reports.
Limited reactivity: Without automation, it is impossible to react instantly to a drop or spike in recurring gifts.

Swiftask automates your Donately gift tracking. Your AI agent retrieves and centralizes your data in real time to provide you with an actionable dashboard.

AVANT / APRÈS

Ce qui change avec Swiftask

Traditional management

You manually download your Donately reports every weekend, clean them in Excel, then import them into your CRM. A time-consuming task with no real-time vision.

Swiftask + Donately

As soon as a recurring gift is processed, your Swiftask agent captures, analyzes, and updates your KPIs. You receive automated alerts on your performance.

4 steps to automate your gift tracking

ÉTAPE 1 : Connector initialization

Configure the Donately API access in Swiftask to authorize secure retrieval of your donation flows.

ÉTAPE 2 : Indicator definition

Select tracking variables: amount, frequency, donor type, or campaign goals.

ÉTAPE 3 : Alert configuration

Set alert thresholds or reporting frequencies so the agent notifies you automatically.

ÉTAPE 4 : Flow activation

The agent now handles every Donately transaction in the background without human intervention.

Capabilities of your dedicated AI agent

The agent cross-references Donately transaction data with your history to detect trends in churn or growth.

Connecteur cible : L'agent exécute les bonnes actions dans donately selon le contexte de l'événement.
Actions automatisées : Automatic donation synchronization, custom report generation, alerts for donation spikes or drops, integration with reporting tools.
Gouvernance native : Data security is guaranteed by strict API access management.

Chaque action est contextualisée et exécutée automatiquement au bon moment.

Chaque agent Swiftask utilise une identité dédiée (ex. agent-donately@swiftask.ai ). Vous gardez une visibilité complète sur chaque action et chaque message envoyé.

À retenir : L'agent automatise les décisions répétitives et laisse à vos équipes les actions à forte valeur.

Benefits for your team

1. Operational time saving

Eliminate manual data entry and focus on donor relationships.

2. Data accuracy

Direct synchronization ensures total reliability of your fundraising figures.

3. Increased reactivity

Identify trends immediately with real-time notifications.

4. Total transparency

Every transaction is tracked and archived for internal audits.

5. Strategic steering

Make decisions based on consolidated and constantly updated data.

Security and privacy

Swiftask applique des standards de sécurité enterprise pour vos automatisations donately.

Encrypted API: The Donately connection uses secure API keys to protect your financial data.
Restricted access: Only authorized members of your team can view donation data via Swiftask.
Traceability: The full history of synchronizations is available for total transparency.
Independence: Swiftask only stores what is necessary for automation, ensuring your compliance.

Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.

RÉSULTATS

Impact on your performance

Métrique	Avant	Après
Reporting time	Hours per week	Real-time automated
Error rate	Variable (manual)	Zero (automated)
Visibility	Delayed	Instant
Configuration	Complex (IT)	Simple (no-code)

Passez à l'action avec donately

Gain visibility into your fundraising and free up time for strategic missions.

Segmentez vos donateurs Donately automatiquement avec l'IA

Cas d'usage suivant.