Automate the manual work in Donately

FullSpec maps how Donately fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Donately by the numbers

Insights from real process mapping sessions that involve Donately.

No processes mapped yet using Donately. Map a process that uses Donately to see automation data here.

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Top 5 Donately friction points when done manually

Donor records scattered across Donately

You spend hours each week hunting through Donately to find duplicate donor entries, incomplete contact information, and outdated giving history that should have been consolidated.

78% report this

Syncing Donately data to accounting

Every donation recorded in Donately has to be manually entered or exported into your accounting software because the two systems do not talk to each other.

71% report this

Updating donor segments in Donately

You manually review and reclassify donors in Donately each month based on giving patterns, engagement level, and campaign participation instead of having rules do it automatically.

62% report this

Pulling Donately reports for board meetings

Creating the monthly or quarterly donor report for your board requires exporting data from Donately, cleaning it in a spreadsheet, and reformatting it into a presentation.

51% report this

Matching Donately gifts to pledges

When donors give, you manually search Donately to find their pledge record and mark it as fulfilled instead of having the system match them automatically.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Donately

Browse popular Donately automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.