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See which contacts at an Attio company are Bloomerang donors
For sales teams who ask their AI assistant how much the people at an Attio company have given through Bloomerang.
On this page
Connector
Connect Bloomerang, pick your AI tool and paste the prompt.
The problem
Which people at this company have given, and how much
Finding which contacts at a company have given means listing its people in Attio, searching Bloomerang for each one and adding up gifts by hand. Refunds get counted by mistake, and people with no email or donor record are quietly dropped.
Without PopdockAI
- List the company's people in Attio
- Search Bloomerang for each one
- Add up their gifts in a sheet
- Count refunded gifts by mistake
With PopdockAI
- The company and its people are found in Attio
- Each email is looked up in Bloomerang, never by name
- Gifts in the window are totalled, with refunds skipped and counted
- Unmatched people are listed apart, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For the company named `{company-name}` in Attio, find which of its contacts are donors in Bloomerang and summarise their giving over the last `{lookback-days}` days (default 365).
**Step 1: Find the company and its people in Attio**
Call `attio-get-record-companies` (Attio server) with `name.contains` set to `{company-name}`. If more than one company matches, list them (name, domains, record-id) and stop. Then call `attio-get-record-people` (Attio server) with `company` set to that company's record-id, and collect each person's name, record-id and email-addresses.
**Step 2: Look each person up in Bloomerang**
For each person with an email, call `bloomerang-get-constituent` (Bloomerang server) with `primary-email` set to that email. Take the constituent `id` from the result.
**Step 3: Pull giving**
For each matched constituent, call `bloomerang-get-transaction` (Bloomerang server) with `account-id` set to the constituent id and `date.from` set to today minus `{lookback-days}` days. Skip transactions where `refunded` is true and say how many you skipped.
**Step 4: Report**
Give a table: person, job title, Bloomerang account-number, number of gifts, total amount, most recent gift date. Below it list the people with no email in Attio and the people with no Bloomerang match. End with the company total.
**Rules & Guidelines:**
* `attio-get-record-companies` and `attio-get-record-people` are on the Attio server. `bloomerang-get-constituent` and `bloomerang-get-transaction` are on the Bloomerang server.
* Match on email only. Do not match on name alone.
* This prompt is read-only. Do NOT call `attio-add-person`, `attio-update-person`, `bloomerang-add-constituent` or any other write tool on either server.
**Validation:**
* If no company matches, say so and stop.
* If a constituent has no transactions in the window, show a gift count of 0 rather than omitting them.Who it's for
One answer, three teams that use it
Corporate partnerships managers
Know a company's giving before you pitch
Personal giving by staff at a company is useful context for a sponsorship conversation.
Which people at Contoso have given through Bloomerang in the last 2 years?
Major gift officers
Spot donors inside prospect companies
See which contacts at a company are already donors and what they gave most recently.
Show Bloomerang giving totals for everyone at Fabrikam in Attio.
Development directors
Total a company's network giving
A company total across its people shows the relationship's real value.
What is the total Bloomerang giving from people at Northwind Traders this year?
How it works
What PopdockAI does when you ask
You name a company and your AI assistant checks its Attio contacts for Bloomerang giving. It matches on email only and changes nothing in either system.
01
Ask
You name the company and, optionally, a lookback period.
02
List
It finds the company in Attio and collects its people and emails.
03
Match
It looks up each email in Bloomerang and reads their gifts, skipping refunded ones.
04
Report
You get a table of gifts per person, unmatched people, and a company total.
What PopdockAI provides
The tools behind the answer
Ready made tools for Bloomerang and one secure connection to your AI tool. No code, no exports.
attio-get-record-companies
attio-get-record-people
bloomerang-get-constituent
bloomerang-get-transaction
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
Every donor at a company, with nobody dropped
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
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