Swiftask connects your Donately data to an intelligent agent. Get precise performance reports, updated in real time, without any spreadsheet manipulation.
Resultat:
Save hours every week. Move from manual data entry to strategic analysis instantly.
Manual Donately reporting slows down your strategy
For many organizations, Donately reporting is a tedious exercise: exporting CSV files, cleaning data, creating charts in Excel. This manual approach creates errors, delays, and a skewed view of your campaign reality.
Les principaux impacts négatifs :
Swiftask automates the extraction and analysis of your Donately data. Your performance reports are generated, structured, and ready to be viewed, without human intervention, giving you total clarity on your campaigns.
AVANT / APRÈS
Ce qui change avec Swiftask
Before Swiftask
Every Monday, a team member exports data from Donately, imports it into a spreadsheet, applies complex formulas, creates charts, and emails everything. The process takes 3 hours and is prone to copy-paste errors.
With Swiftask + Donately
Swiftask automatically synchronizes your Donately data. The AI analyzes trends, updates dashboards, and sends you a performance summary as soon as a goal is reached or on a defined schedule. Zero effort, 100% accuracy.
Automate your Donately analytics in 4 simple steps
ÉTAPE 1 : Connect your Donately account
Authenticate your Donately account in Swiftask. The connection is secure and allows the agent to access your donation metrics in read-only mode.
ÉTAPE 2 : Define key performance indicators (KPIs)
Choose the metrics to track: donation volume, campaign page conversion rates, recurring donations, etc.
ÉTAPE 3 : Configure report frequency
Set the AI to generate reports daily, weekly, or triggered by specific events (e.g., campaign end).
ÉTAPE 4 : Visualize and share
Receive your reports in Swiftask, by email, or directly in your collaboration tools. The AI highlights key insights.
Your Swiftask agent's analysis capabilities
The AI analyzes donation volume, velocity, and source. It detects anomalies, activity spikes, and compares performance against historical goals.
Chaque action est contextualisée et exécutée automatiquement au bon moment.
Chaque agent Swiftask utilise une identité dédiée (ex. agent-donately@swiftask.ai ). Vous gardez une visibilité complète sur chaque action et chaque message envoyé.
À retenir : L'agent automatise les décisions répétitives et laisse à vos équipes les actions à forte valeur.
Why automate your Donately reporting
1. Guaranteed financial accuracy
Eliminate manual errors. Your reports are based on data extracted directly from Donately.
2. Increased strategic agility
Make decisions based on real-time data, not reports that are several days old.
3. Maximized team productivity
Free your staff from administrative tasks so they can focus on donor relationships.
4. Clear ROI vision
Instantly understand which campaigns are performing best through automatic analysis.
5. No-code configuration
No developers needed. Configure your reports yourself in a few clicks via the intuitive interface.
Fundraising data security
Swiftask applique des standards de sécurité enterprise pour vos automatisations donately.
Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.
RÉSULTATS
Impact on your operational efficiency
| Métrique | Avant | Après |
|---|---|---|
| Report preparation time | 3 to 5 hours per week | 0 minutes (automated) |
| Data reliability | Risk of human error | 100% consistent with Donately |
| Trend reactivity | Weekly lag | Real time |
| Reporting cost | Expensive employee time | Marginal cost |
Passez à l'action avec donately
Save hours every week. Move from manual data entry to strategic analysis instantly.