How do I use Donor Portal?

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

What's included in this kit?

This app ships with 6 projects & knowledge bases, 1 AI agent, and 3 automations & workflows — ready to run or customize after you clone.

Who created Donor Portal?

John Xie published this finance app in the Taskade Community Gallery.

taskade

Donor Portal

@johnTinkerer

6 projects
1 AI agent
3 automations

Clone to Workspace

Donor Portal with Giving History and Pledge Changes.

donor-portal-2091.taskade.app/

About

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.

Questions

: 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.
: Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.
: This app ships with 6 projects & knowledge bases, 1 AI agent, and 3 automations & workflows — ready to run or customize after you clone.
: John Xie published this finance app in the Taskade Community Gallery.

Categories and tags

Category: Finance Nonprofit Portals
Tags: Full workspaceMulti-project

Donor Portal

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Questions

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