Connectors

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Bloomerang

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Bloomerang task follow up queue
Report

Work your Bloomerang task queue with donor context in hand

For fundraising staff who want overdue and upcoming Bloomerang tasks with each donor's giving and last contact, in a sensible order, from their AI.

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Bloomerang task follow up queue
Show my Bloomerang tasks due in the next 14 days, plus anything overdue.
You have 5 overdue tasks and 12 due in the next 14 days. - First: call Jordan Lee, 9 days overdue, gave 1,200 last year - Second: thank Contoso Foundation, 3 days overdue, gave 25,000 - Due next: visit Fabrikam Inc on October 12 Want both tables with contact details?
Bloomerang
Sample figures. Your results come from your own account.
bloomerang-get-task
bloomerang-get-constituent
bloomerang-get-transaction
bloomerang-get-interaction

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

The task list alone does not say who the donor is

Bloomerang tasks pile up across staff, and the list alone does not say who the donor is, what they give or when someone last spoke to them. Working through it means looking up each constituent, so overdue calls get skipped.

Without PopdockAI

  • Open the task list
  • Look up each constituent for context
  • Check giving and last contact separately
  • Call the same donor twice or skip a small one

With PopdockAI

  • Open tasks overdue or due in the window are gathered
  • Each gets contact details, a year of giving and the last interaction
  • Overdue and upcoming tables are shown
  • A suggested order weighs lateness against giving, and no task is completed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Produce the working queue of outstanding tasks due within the next `{days-ahead}` days (default 14), with enough donor context on each one to act without further lookups.

**Step 1: Pull the tasks**

Call `bloomerang-get-task` with `due-date.to` set to the end of the window and `status` set to the value that means not completed. Run it a second time with `due-date.to` set to today to catch anything already overdue.

If `{assigned-to}` was supplied, keep only tasks whose user-id matches it and say whose queue this is. Otherwise cover everyone and group by user-id.

**Step 2: Put names to the tasks**

For each distinct account-id on the tasks, call `bloomerang-get-constituent` filtered by id, and keep full name, type, status, primary email and primary phone.

**Step 3: Add the context that decides priority**

For each of those constituents:

* call `bloomerang-get-transaction` with their account-id over the last year, and keep total given and most recent gift date
* call `bloomerang-get-interaction` with their account-id and keep the most recent one, so nobody is contacted twice about the same thing

**Step 4: Report**

Two tables.

First, overdue: days overdue, due date, subject, channel, purpose, constituent name, giving in the last year, last interaction date, owner.

Second, due within the window: the same columns, ordered by due date.

Then three to five lines saying what to do first and why, weighing both how overdue a task is and what the constituent gives.

**Rules and Guidelines:**

* Read only. Do not call `bloomerang-update-task`, `bloomerang-add-task`, `bloomerang-add-interaction`, or any other tool whose name starts with bloomerang-add- or bloomerang-update-. Never mark a task complete from this prompt.
* A task with no account-id is a general task rather than a donor task. Keep it in the queue and leave the donor columns blank instead of guessing.
* Do not order purely by giving. An overdue task on a small donor still outranks a task due next week on a large one.

**Validation:**

* If the status filter returns tasks that are plainly finished, report the status values you saw and ask which one means open, rather than quietly filtering on the completed date instead.
* If the queue is empty, say so and report the next task due beyond the window.

Who it's for

One answer, three teams that use it

Development officers

Know who to call first

A suggested order means overdue promises to small donors are not lost behind big ones.

Show my Bloomerang tasks due in the next 7 days and anything overdue, in suggested order.

Development managers

Check a colleague's queue

Review someone's overdue and upcoming tasks with donor context before a one-to-one.

What is in Jordan Lee's Bloomerang task queue for the next 30 days?

Donor relations staff

Act without extra lookups

Contact details and last interaction come with each task, so you can call straight away.

List overdue Bloomerang tasks with each donor's phone and last interaction.

How it works

What PopdockAI does when you ask

You choose how far ahead to look and your AI assistant builds a Bloomerang follow-up queue with donor context. It only reads.

01

Ask

You choose how many days ahead, and optionally whose queue.

Your AI tool

02

Gather

It pulls open tasks that are overdue or due in the window.

bloomerang-get-task

03

Enrich

It adds each donor's contact details, giving and last interaction.

bloomerang-get-constituent
bloomerang-get-transaction
bloomerang-get-interaction

04

Report

You get overdue and upcoming tables and a suggested order.

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-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-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.
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

Follow-ups worked in a sensible order, promises kept

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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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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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