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Bloomerang

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Bloomerang donor meeting brief
Report
Cross-Connector

Walk into donor calls knowing their giving and past meetings

For fundraisers who want Bloomerang giving history and past Granola meetings in one brief, just by asking their AI assistant.

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Bloomerang donor meeting brief
Prepare me for my call with maria.lopez@contoso.org. Pull her Bloomerang giving and the last three meetings we had in Granola.
Maria Lopez has given 6 gifts totalling $4,200, and you last met her on 12 Sep. - Giving: largest gift $1,500 in March, most recent $500 on 2 Aug - Open task: send the annual impact report - Last meeting: discussed sponsoring the spring gala - Recent contact: phone call on 20 Sep Want the full meeting by meeting summary?
Bloomerang
Sample figures. Your results come from your own account.
bloomerang-get-email-address
bloomerang-get-constituent
bloomerang-get-transaction
bloomerang-get-interaction
bloomerang-get-task
bloomerang-get-note
granola-get-attendee
granola-get-note
granola-get-transcript

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Bloomerang

Bloomerang
Run it on your own Bloomerang data.

Connect Bloomerang, pick your AI tool and paste the prompt.

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The problem

Donor call prep spread across two systems and many screens

Before a donor call you check Bloomerang for gifts, interactions, tasks and notes, then dig through Granola for what was said in earlier meetings. It is easy to skip one and walk in without the full picture.

Without PopdockAI

  • Look up gifts and notes in Bloomerang
  • Check open tasks and recent interactions
  • Search Granola for past meetings with the donor
  • Walk in having missed one of them

With PopdockAI

  • The constituent is found by email, stopping if several share it
  • Gifts, recent contact, open tasks and notes are gathered
  • Past Granola meeting summaries are added
  • Amounts are quoted as returned, 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.

Prompt
**Objective:** Prepare a briefing on the constituent with email `{donor-email}` before the next conversation, using up to `{max-meetings}` past Granola meetings (default 5).

**Step 1: Find the constituent (bloomerang server)**

Call `bloomerang-get-email-address` with `value` set to `{donor-email}`. Take `account-id`. Call `bloomerang-get-constituent` with `id` set to it for `full-name`, `type`, `status`, `employer` and `engagement-score`. If there is no match, say the person is not in Bloomerang and continue with Step 3 only.

**Step 2: Giving and contact history (bloomerang server)**

Call `bloomerang-get-transaction` with `account-id` for gifts (`date`, `amount`, `method`). Call `bloomerang-get-interaction` with `account-id` for recent contact. Call `bloomerang-get-task` with `account-id` for open tasks. Call `bloomerang-get-note` with `account-id` for staff notes.

**Step 3: Past meetings (granola server)**

Call `granola-get-attendee` with `email` set to `{donor-email}` and `max-records` set to `{max-meetings}`. For each returned `note-id`, call `granola-get-note` with `id` set to it and read the `summary`, `title` and `scheduled-start`. If the summary is thin, call `granola-get-transcript` with that `note-id`.

**Step 4: Report**

Sections: who they are, giving summary (count, total, largest, most recent gift), recent contact, open tasks, what was discussed in meetings (dated, most recent first), and suggested talking points drawn only from the data.

**Rules & Guidelines:**

* granola tools are on the granola server; bloomerang tools are on the bloomerang server.
* This is read-only. Do not call any bloomerang tool that adds or updates records.
* Do not invent gifts or meeting content. Quote amounts and dates as returned.

**Validation:**

* If Granola has no meetings with that email, say so and still report the Bloomerang side.
* If more than one constituent matches the email, list them and stop.

Who it's for

One answer, three teams that use it

Major gift officers

Pick up where the last meeting left off

Past meeting summaries beside giving and open tasks mean no repeated questions.

Brief me on alex.kim@fabrikam.org with Bloomerang giving and our last 2 Granola meetings.

Executive directors

Prepare for a board member call

One brief covers what they gave, what is open and what you discussed.

Prepare me for a call with sam.lee@contoso.org, including the last 5 meetings in Granola.

Donor relations staff

Check promises made in past meetings

Open tasks and meeting notes together show what the donor is waiting on.

What did we promise jordan@northwindtraders.org in recent Granola meetings, and what tasks are open in Bloomerang?

How it works

What PopdockAI does when you ask

You give a donor email and how many past meetings to include, and your AI assistant prepares one brief. Talking points come only from the data it found.

01

Ask

You give a donor email and how many past meetings to include.

Your AI tool

02

Find

It matches the constituent in Bloomerang and stops if several share the email.

bloomerang-get-email-address
bloomerang-get-constituent

03

Gather

It collects gifts, recent contact, open tasks and notes, plus past Granola meeting summaries.

bloomerang-get-transaction
bloomerang-get-interaction
bloomerang-get-task
bloomerang-get-note
granola-get-attendee
granola-get-note

04

Report

You get a brief with giving totals, tasks, meeting history and talking points drawn only from that data.

Your AI tool

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.

get-data

bloomerang-get-email-address

Returns constituent email addresses from Bloomerang. Filter by address, type or primary flag, and include or exclude addresses flagged bad.
get-data

bloomerang-get-constituent

Returns constituents from Bloomerang: the donors, prospects and contacts in your database. Filter by full name, last name, account number, primary email, city, type or status, or fetch one by id.
get-data

bloomerang-get-transaction

Returns gift transactions from Bloomerang. Filter by date range, amount range, payment method, transaction number, or whether the gift has been refunded.
get-data

bloomerang-get-interaction

Returns logged interactions with constituents in Bloomerang: calls, emails, meetings and mailings. Filter by date range, channel, purpose or subject.
get-data

bloomerang-get-task

Returns tasks from Bloomerang, the follow up work assigned against constituents. Filter by due date range, status, channel, purpose or subject.
get-data

bloomerang-get-note

Returns notes recorded against constituents in Bloomerang. Filter by constituent account or date range.
get-data

granola-get-attendee

Returns the people who attended each Granola meeting note, so you can see who was actually in the room.
get-data

granola-get-note

Returns Granola meeting notes with their summaries and metadata. Filter by date range, title or owner to find the meetings you need.
get-data

granola-get-transcript

Returns Granola transcript lines with speaker and timing for a meeting note.
Read only.Nothing in Bloomerang Changes

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.

How Popdock AI secures your data

The outcome

Walk in knowing their giving and what was said before

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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