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Turn prospective supporters on Chorus calls into DonorPerfect donors
For fundraising teams who want people from recent calls added to DonorPerfect without duplicates, by asking their AI assistant.
On this page
Connector
Connect Chorus, pick your AI tool and paste the prompt.
The problem
Prospective supporters on your calls are not in DonorPerfect
Prospective supporters often join calls recorded in Chorus long before they are in DonorPerfect. Adding them means checking each email against donor records and additional addresses, then keying in names and a donor type by hand.
Without PopdockAI
- List outside participants from recent calls
- Search DonorPerfect donors for each email
- Check additional addresses too
- Key in names and donor type by hand
With PopdockAI
- Outside participants are checked against donors and addresses
- Only people found in neither are kept
- You pick who to add and the donor type
- Each new donor is read back with its new id
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** List the external people who took part in Chorus conversations in the last `{lookback-days}` days (default 30), optionally only for accounts whose name contains `{account-name}`, who have no DonorPerfect donor record, and create donors for the ones the user picks.
**Step 1: People in Chorus**
Call `chorus-get-engagements` with date.from set to the start of the window, max-records 100, and account-name.contains set to `{account-name}` if given. For each conversation, call `chorus-get-conversation-participants` with its conversation-id. Keep external participants (skip those whose type marks them internal or that have a user-id) that have an email. De-duplicate by email.
**Step 2: Check DonorPerfect**
For each email, call `donorperfect-get-donor` with it as email. If none comes back, also call `donorperfect-get-address` with it as email, since the donor may hold it on an additional address. Keep only emails found in neither.
**Step 3: Propose**
Show a numbered table: name, email, title, company-name, number of conversations, most recent conversation date and subject. Ask the user which rows to create as donors, and what donor-type to use (it must be an existing DonorPerfect code, such as IN for individual). Do not continue without an explicit selection.
**Step 4: Create and confirm**
For each selected row, call `donorperfect-save-donor` with donor-id left blank, first-name and last-name split from the Chorus name, email, and the donor-type given. Then call `donorperfect-get-donor` with the email to confirm the record exists, and report the new donor-id.
**Rules & Guidelines:**
* Tools named donorperfect-... are on the donorperfect server. Tools named chorus-... are on the chorus server; here they are used for reading only.
* The only permitted write is `donorperfect-save-donor`, once per selected row, after the user selects. Never pass a donor-id. Do NOT call any other DonorPerfect write tool (`donorperfect-save-contact`, `donorperfect-save-gift`, `donorperfect-save-pledge`, `donorperfect-save-address`, `donorperfect-save-other-info`, `donorperfect-save-link`, `donorperfect-set-flag`), and do NOT call any Chorus write tool (`chorus-add-moment`, `chorus-add-playlist-moment`, `chorus-create-playlist`, `chorus-update-moment`, `chorus-update-playlist`, `chorus-update-playlist-moment`, `chorus-export-recordings`, `chorus-export-scorecards`).
**Validation:**
* If every participant already exists in DonorPerfect, say so and stop.
* If a Chorus name cannot be split cleanly into first and last name, show it and ask the user how to enter it.
* If the user picks no rows, stop without writing.Who it's for
One answer, three teams that use it
Development officers
Capture prospects early
People from your recorded calls become donors before the relationship goes cold.
Which outside people from our Chorus calls in the last 60 days have no DonorPerfect record?
Database managers
Avoid duplicate donor records
Emails are checked against donors and their additional addresses before anyone is created.
Check Contoso Foundation call participants from this month against DonorPerfect donors and addresses.
Partnership managers
Add corporate contacts with the right type
Choose the donor type for each new record, so corporate contacts are coded correctly.
Add the new people from our Fabrikam Chorus calls to DonorPerfect as corporate donors.
How it works
What PopdockAI does when you ask
You choose how far back to look and your AI assistant finds Chorus participants with no DonorPerfect record. Nothing is written without your selection.
01
Ask
You choose how many days to look back, and optionally one account.
02
Check
It checks each outside email against donors and their additional addresses.
03
Choose
You pick who to add and the donor type.
04
Create
It creates each donor and reads it back with its new id.
What PopdockAI provides
The tools behind the answer
Ready made tools for Chorus and one secure connection to your AI tool. No code, no exports.
chorus-get-engagements
chorus-get-conversation-participants
donorperfect-get-donor
donorperfect-get-address
donorperfect-save-donor
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
New supporters become donors with no duplicates
Related use cases
More ways to put this data to work
Unlogged Chorus conversations with DonorPerfect donors
Ask your AI to find unlogged Chorus conversations with DonorPerfect donors and it matches emails to donors and checks for a contact within two days of each call.
Learn More
Log a Chorus conversation as a DonorPerfect contact
Ask your AI to log a Chorus conversation in DonorPerfect and it matches participants to donors by email, skips those already logged and writes after you confirm.
Learn More
Check a Chorus call's issues against Zendesk tickets
Ask your AI to check a Chorus call against Zendesk and it lists each problem the customer raised with its matching ticket, or none, without changing anything.
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Chorus account conversation briefing
Ask your AI for a briefing on an account and it reads its Chorus conversations and emails to show where things stand, who is involved, open threads and questions to ask.
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Chorus sales follow-up on bad Zendesk ratings
Ask your AI which accounts gave bad Zendesk satisfaction ratings and it checks Chorus for any conversation since, listing first the accounts nobody has spoken to.
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One prompt template with infinite possibilities.
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