Prepare a quarterly Daffy giving summary
Start quarterly reviews with donation activity already gathered and summarized.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Why this helps
Quarterly giving reviews take too long when history must be assembled from scratch.
- Prepares review materials automatically
- Reduces reporting effort
- Keeps quarterly giving visible
Setup
Build it in a few focused steps.
- 1Connect Notis and Daffy in the portal once.
- 2Create an automation named Quarterly giving summary.
- 3Describe that Notis should retrieve Daffy donations for the quarter and prepare a concise summary.
- 4Pick the Notis recurring schedule trigger.
- 5Choose the report channel and test with one quarterly example.
Questions about this workflow
Does it calculate information Daffy does not provide?
Notis can summarize returned donation data, while any missing baseline must be supplied in your instruction.
Can I send the summary elsewhere?
Choose the available Notis report channel during setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Daffy. A trigger fires from one place; an action lands in another.
Google Slides triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
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.
Google Slides and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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