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Weekly Fundraising Performance Digest

Example prompt: "Every Monday morning, pull this week's donation data from our Google Sheet, compare it against our fundraising goals, write a short narrative summary with key stats, and post it to the #leadership Slack channel. If we're behind goal, flag it as needing attention."

The Problem

Executive directors and board members want regular updates on fundraising performance, but compiling donation totals, comparing them against targets, breaking down recurring versus one-off gifts, and writing a narrative summary takes a development officer 1-2 hours every Monday morning. The report often arrives late, and because it is manual, the format and depth vary from week to week. When the development officer is on leave, the report simply does not happen.

How GloriaMundo Solves It

We build a workflow that runs every Monday at 8 AM. An integration step pulls the latest donation data from your Google Sheet — amounts, dates, donor names, campaign tags, and recurring flags. A code step calculates the key metrics: total raised this week, year-to-date total, percentage of annual goal reached, week-over-week change, top donors, and the split between recurring and one-off gifts. An LLM step takes those numbers and writes a 3-paragraph narrative summary highlighting what went well, what needs attention, and any notable individual gifts or campaign milestones. A conditional step checks whether the week's total falls below 80% of the weekly target — if so, the summary is flagged as "needs attention" with a prominent callout. The finished digest is posted to a Slack channel for leadership and optionally emailed to the executive director. Glass Box preview shows you the full narrative and all calculations before it sends.

Example Workflow Steps

  1. Trigger (schedule): Runs every Monday at 8 AM.
  2. Step 1 (integration): Pull donation records for the past 7 days from Google Sheets.
  3. Step 2 (code): Calculate weekly total, YTD total, percent-to-goal, week-over-week change, recurring vs one-off breakdown, and top 5 donors.
  4. Step 3 (LLM): Write a 3-paragraph narrative summary: highlights, areas of concern, and notable gifts or milestones.
  5. Step 4 (conditional): If weekly total is below 80% of target, add an "attention needed" flag to the summary.
  6. Step 5 (integration): Post the digest to the #leadership channel in Slack.
  7. Step 6 (integration): Email the digest to the executive director via Gmail.

Integrations Used

  • Google Sheets — source of donation data and fundraising goals
  • Slack — delivers the weekly digest to leadership
  • Gmail — emails the digest to the executive director

Who This Is For

Development officers and fundraising managers at nonprofits who produce regular performance reports for leadership or the board, and want the reporting to happen reliably every week without manual compilation.

Time & Cost Saved

Manually pulling data, running calculations, and writing a narrative report takes approximately 1-2 hours per week. Over a year, that is 50-100 hours of a development officer's time spent on a repetitive reporting task. This workflow delivers the digest automatically every Monday morning, freeing that time for donor relationships and campaign strategy. The consistent format also means leadership gets a reliable, comparable report every week.