Review Daffy donations every week
Keep giving history visible with one weekly report.
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
Donation records accumulate quietly until reconciliation becomes a larger task.
- Creates a regular review habit
- Supports reconciliation
- Reduces end-of-month surprises
Setup
Build it in a few focused steps.
- 1Connect Daffy in Notis once.
- 2Create an automation named Weekly Daffy donation review.
- 3Tell Notis to retrieve recent Daffy donations and summarize notable entries.
- 4Pick a Notis cron trigger and report destination.
- 5Test with one manual run before the first scheduled report.
Questions about this workflow
Can the report cover a custom period?
Yes, describe the period in the automation prompt when supported by returned data.
Does it modify donation records?
No. It only retrieves and summarizes them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Daffy. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
Timelinesai and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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