Fundraising Dashboard
Nonprofit Fundraising Dashboard with a Goal Thermometer. Check your fundraising goal for free, then track gifts, grants and the weighted pipeline by source with a monthly board email. Free to clone.
Fundraising Dashboard is a Taskade app kit built from one prompt: 4 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: Dashboards
This Taskade Genesis app includes 4 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Goal Watch and Fundraising Guide. Its automations include Pipeline won gap comment, Monthly fundraising goal check and Weekly development update.
by @taskade
What you can do with Fundraising Dashboard
- 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 Fundraising Dashboard works
- Pipeline won gap comment: when pipeline moves to Won, then Ask Goal Watch for the new gap and Comment with the new gap.
- Monthly fundraising goal check: when On the first of each month, then Ask Goal Watch for the monthly check and Comment on the fundraising goal.
- Weekly development update: when Every Monday morning, then Ask Goal Watch for the weekly update and Email the weekly update.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: Goal Watch, Fundraising Guide
- Automations: Pipeline won gap comment, Monthly fundraising goal check, Weekly development update
- Workspace: 4 projects, 2 AI agents, 3 automations