Daily donor thank-you email drafts from Squarespace donations

Build me an agent workflow that runs every morning at 8am on a cron trigger and drafts personalized donor thank-you emails in Gmail for the prior day's Squarespace donations. The trigger has to be cron because Squarespace Forms does not support poll triggers.

Each run, the agent should:

1. Call Squarespace Forms "Retrieve All Transactions" filtered to the previous 24 hours. Important: per Squarespace's own docs, the Orders API does not include donations, so transactions is the correct source. Keep only entries that are donation-type transactions and discard regular product orders.

2. For each remaining donation, take the payer's email and call Squarespace Forms "Retrieve All Profiles" to look up that donor's profile and prior giving history. Use this to detect whether the donor is a first-time giver or a repeat giver and to pull any notes already on the profile.

3. Write a warm, specific thank-you email that references the donor by name, the amount they gave, the cause or fund if it is present in the transaction metadata, and includes a one-line acknowledgement when they are a repeat giver (something like "thank you again for your continued support"). Keep the tone genuine and human, not corporate. Do not invent impact details that are not supported by the data.

4. Create each thank-you in Gmail using "Create a Draft", addressed to the donor's email. Do not send. The draft is so a human at the nonprofit can review and click send.

5. Skip and log donations that cannot be drafted: anonymous donors, missing email, obviously test entries, or refunded transactions. Do not create a draft for these.

At the end of the run, output a short summary that lists how many drafts were created, how many donations were skipped, and the reason for each skip (for example: 2 anonymous, 1 missing email).

Operations to use: Squarespace Forms Retrieve All Transactions, Squarespace Forms Retrieve All Profiles, Gmail Create a Draft.

Additional information

What does this prompt do?

Pulls yesterday's Squarespace donations every morning at 8am and prepares a thank-you draft for each one.
Personalizes every email with the donor's name, the amount they gave, the cause they supported when available, and a warm note for repeat givers.
Drops each thank-you into Gmail as a draft addressed to the donor so a real person can review and send.
Closes with a short report of how many drafts were created and which donations were skipped, for example anonymous gifts or missing email addresses.

What do I need to use this?

A Squarespace site on a plan that includes donation forms or commerce, with an API key that has access to your transactions and donor profiles.
A Gmail account you can use for donor outreach, connected with permission to create drafts on your behalf.
A short style guide or example thank-you letter so the drafts sound like your organization, optional but recommended.

How can I customize it?

Change the time it runs, for example move it to 7am, run it twice a day, or only run on weekdays.
Tighten the voice with your own sample thank-you, add a P.S. with an impact story, or include a tax-deductibility line for U.S. nonprofits.
Adjust the skip rules, for example only draft for gifts over $25, or always include anonymous donors with a generic greeting.

Frequently asked questions

Will the emails be sent automatically?

No. Every thank-you lands in your Gmail drafts folder addressed to the donor. A real person on your team reviews the message and clicks send, which keeps donor communication personal and safe.

Does this work for donations, or only for store orders?

It is built specifically for donations. Squarespace keeps donation records separate from store orders, so the workflow reads the donation records directly and ignores product sales.

How does it know if a donor has given before?

For each donation, the workflow looks up the donor's profile in Squarespace and uses their giving history to add a short line of recognition for repeat givers.

What happens with anonymous gifts or donations without an email?

Those are skipped, since there is no one to address the draft to. The morning report tells you exactly how many were skipped and why, so you can follow up another way.

Can I change the tone or add my organization's signature?

Yes. You can share a sample thank-you letter, a preferred sign-off, or any boilerplate like a tax-deductibility line, and the drafts will follow that style.