A dated, assigned year-end campaign plan you can start executing the same afternoon. Tell the app your goal, your list size, your team, and your channels, and Taskade Genesis returns a calendar of appeals, emails, social posts, and board calls, each with an owner, a draft, and a deadline that works backwards from December 31.
The app embedded on this page is Event Management Portal, a real Taskade Genesis build with a dated plan and named owners already loaded. Move a date, reassign a task, open a record, then clone it in about ten seconds and rework its run of activities into the year-end campaign calendar described above.
What arrives is a full campaign, not a checklist. You get a giving-day and year-end schedule with mail drop dates, three to five email sends with subject lines and body drafts, a social cadence, a board-call script with a divided call list, a matching-gift announcement if you have a match, and the reminder sequence for the final 72 hours where a large share of online giving lands. Each item is a task with an owner, a channel, a target segment, and a status.
Workspace DNA runs the campaign underneath. Memory holds last year's results, your segments, and the copy that performed, so you are not starting from a blank page in October. Intelligence, backed by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, writes the appeal copy, adapts it per segment, and proposes the send schedule. Execution fires reminders, moves tasks, and tells you on the morning of the 30th which three things are still unwritten.
See the plan in the layout that fits the moment:
- Calendar view, every send, mail drop, and call day on its date
- Board view, tasks moving from drafted to approved to sent
- List view, the campaign brief and copy in one readable document
- Table view, channel, segment, owner, and status in a grid for the weekly check-in
- Plus Mind Map, Gantt, and Org Chart across the 7 project views
Automations do the nagging. With Taskade automations, a task due tomorrow pings its owner in Slack, an approved email draft posts to the channel where your designer picks it up, and a daily total from a connected Google Sheet updates the thermometer everyone is watching. Across 100+ bidirectional integrations, Google Calendar and Sheets pull dates and totals in while Gmail and Slack push the reminders out.
The AI agents carry 34 built-in tools including web search and persistent memory, so an agent can research what a comparable campaign looked like, then draft your segment-specific asks using the donor history already in your workspace.
Clone it, invite the whole campaign team including the board chair, and every draft, date, and result stays in your workspace for next year.
Browse other builds in the Community Gallery, start fresh at Taskade Genesis, or learn scheduling and reminders in Learn. Pair this with donor segmentation to aim the asks and with gift acknowledgments so the thank-yous keep pace with the gifts.
Frequently Asked Questions
Can it plan a campaign for a giving day rather than year end?
Yes. Give it the date and the app rebuilds the schedule around it, compressing the sequence for a 24-hour push or stretching it for a six-week appeal. The structure is the same, only the working-backwards math changes.
How does it decide the goal is realistic?
It works from what you tell it: last year's total, your list size, and your average gift. It shows the arithmetic, so if the target needs a 40 percent lift from the same list you can see that before you announce it to the board.
Does it write the actual emails?
Yes. You get subject lines and full body drafts per segment, written against your mission and your past copy. They are drafts meant for a human pass, not scheduled sends, so nothing leaves your account without approval.
Can we run it with only two staff members?
That is what it is built for. Every task has one owner and a realistic time estimate, and the plan is honest about what a small team can do, suggesting where to cut scope rather than pretending you can run six channels at once.
Will it track results as gifts come in?
Yes. Connect a sheet or log gifts directly and the campaign project shows progress against goal by channel and segment. That is also what feeds next year's plan.
Does the board call list come with a script?
Yes, including talking points per donor drawn from their giving history, plus a simple way for a board member to log the outcome of each call from their phone.
Do we need a paid plan for the reminders?
The plan itself works on the free plan, which includes up to 6,000 one-time AI credits, 3 Taskade Genesis apps, and 1 agent. Automated reminders and multi-agent work require a paid plan such as Pro at $10 per month billed annually.
Can we reuse the plan next year?
Yes. Duplicate the project, shift every date forward, and the copy, segments, and owners carry over with last year's results attached for comparison.
