Donor Portal
Donor Portal with Giving History and Pledge Changes. Let donors sign in to see their gifts, read a year receipt summary and change a monthly pledge. Free to clone.
Donor Portal is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Tools
This Taskade Genesis app includes 6 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Pantry. Its automations include Paused pledge restart note, Monthly new donor requests and January unsent year summaries.
by @john
What you can do with Donor Portal
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Donor Portal works
- Paused pledge restart note: when a pledge is set to Paused, then Get the pledge row and Pantry drafts the restart note.
- Monthly new donor requests: when Every month on the 1st at 8 AM, then Find new donor requests and Join the list.
- January unsent year summaries: when Every month on the 5th at 8 AM, then Find summaries not Sent and Join the list.
Built with Taskade Genesis
- Category: Tools
- AI agents: Pantry
- Automations: Paused pledge restart note, Monthly new donor requests, January unsent year summaries
- Workspace: 6 projects, 1 AI agent, 3 automations