Swiftask monitors your Donately transactions. As soon as a major gift is detected, your team is notified immediately to ensure a personalized follow-up.
Result:
Strengthen your relationship with major donors by reacting in seconds, not days.
The challenge of timely major gift detection
For any fundraising team, every minute counts after a major donation. Yet, notifications often get lost in a list of transactions, or require daily manual checks. This lag prevents the rapid outreach essential for retaining your most generous supporters.
Main negative impacts:
Swiftask analyzes your Donately streams in real-time. Through intelligent rules, our AI agent isolates major gifts and triggers a targeted alert to your preferred communication channel.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
The fundraising manager manually checks the Donately dashboard several times a day. If a major gift comes in on a Friday night, it isn't processed until Monday. The donor only receives a standard automatic transactional email.
With Swiftask + Donately
Upon gift validation, the Swiftask agent identifies the amount, checks the donor's history, and sends an enriched alert to Slack or Teams. The manager can call the donor within the hour.
Setting up your intelligent alerts
STEP 1 : Connect your Donately account
Link your Donately account to Swiftask via our secure connector to allow real-time transaction data reading.
STEP 2 : Define your gift thresholds
Configure 'major gift' criteria (e.g., amount > $1000) to filter only transactions requiring immediate attention.
STEP 3 : Choose your notification channel
Select where you want to receive the alert: email, Slack, Microsoft Teams, or directly into your CRM.
STEP 4 : Activate the tracking agent
Launch the automation. Swiftask now monitors every new gift and notifies you instantly once a threshold is met.
Donately AI agent capabilities
The agent examines the amount, frequency of prior gifts, and donor profile to personalize the alert sent to your team.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-donately@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Benefits for your fundraising team
1. Ultra-fast engagement
Thank your major donors exactly when their engagement is at its highest.
2. Intelligent prioritization
Stop wasting time on minor transactions; focus on what generates the most impact.
3. Personalized relationship
Give your teams the information needed for authentic and targeted conversations.
4. No-code configuration
Define your own business rules in a few clicks without writing a single line of code.
5. Centralized insights
Visualize your major gift trends directly from your Swiftask interface.
Donor data security
Swiftask applies enterprise-grade security standards for your donately automations.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your results
| Metric | Before | After |
|---|---|---|
| Reaction time | 24-48 hours | Under 5 minutes |
| Retention rate | Standard | +25% estimated |
| Team productivity | Manual search | Proactive alerts |
Take action with donately
Strengthen your relationship with major donors by reacting in seconds, not days.