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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.
On this page
Connector
Connect Bloomerang, pick your AI tool and paste the prompt.
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.
**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.
02
Find
It matches the constituent in Bloomerang and stops if several share the email.
03
Gather
It collects gifts, recent contact, open tasks and notes, plus past Granola meeting summaries.
04
Report
You get a brief with giving totals, tasks, meeting history and talking points drawn only from that data.
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.
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
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
Walk in knowing their giving and what was said before
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.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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