Audit Daffy contributions quarterly
Keep contribution records ready for planning and reporting.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Why this helps
Quarterly reviews become stressful when contribution data is gathered at the last minute.
- Reduces quarter-end scramble
- Keeps contribution history current
- Creates a repeatable oversight process
Setup
Build it in a few focused steps.
- 1Connect Daffy in the Notis portal.
- 2Create a scheduled automation for quarterly contribution audits.
- 3Tell Notis to retrieve and paginate through Daffy contributions for the quarter, then summarize totals and notable records.
- 4Pick a recurring quarterly Notis schedule.
- 5Choose a report channel and test with one real quarter.
Questions about this workflow
Can it summarize only selected contributions?
Yes. State the criteria in the plain language instruction.
What if records are paginated?
Tell Notis to continue through all relevant pages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Daffy. A trigger fires from one place; an action lands in another.
Fireflies triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Transcription Complete Trigger
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Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Get Donations
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Get Gifts
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Get User Causes
Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.
Connect any two apps with Notis in the middle.
Fireflies and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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