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Brief an Attio deal with each contact's Bloomerang giving
For leaders who ask their AI assistant to prepare a deal briefing that adds Bloomerang gifts and interactions for every person on the deal.
On this page
Connector
Connect Attio, pick your AI tool and paste the prompt.
The problem
Deal conversations skip the giving history
The giving history and past contacts of the people on a deal sit in Bloomerang and are often skipped. Pulling them together means finding each person, searching for their gifts and interactions, and reading through both.
Without PopdockAI
- Open the deal in Attio and note each person on it
- Search Bloomerang for each person by name or email
- Read through gifts and interactions one by one
- Walk in without talking points
With PopdockAI
- The deal is found with stage, value, owner and company
- Each person is matched to Bloomerang by email
- Ten recent gifts and interactions are read per person
- Up to three talking points come only from that data
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 Attio deal named `{deal-name}` that adds what Bloomerang knows about each person on the deal.
**Step 1: Find the deal in Attio**
Call `attio-get-record-deals` (Attio server) with `deal-name.contains` set to `{deal-name}`. If more than one deal matches, list them (deal-name, deal-stage, deal-value, record-id) and stop. Note deal-stage, deal-value, deal-owner, associated-company and associated-people.
**Step 2: Get the people on the deal**
For each associated person, call `attio-get-record-people` (Attio server) with `record-id` set to that person's id, and take name and email-addresses.
**Step 3: Look each person up in Bloomerang**
Call `bloomerang-get-constituent` (Bloomerang server) with `primary-email` set to the person's email. For each match call `bloomerang-get-transaction` with `account-id` set to the constituent id, and `bloomerang-get-interaction` (Bloomerang server) with `account-id` set to the constituent id. Use the most recent 10 transactions and 10 interactions.
**Step 4: Report**
Start with the deal in two lines (stage, value, owner, company). Then one section per person: Attio job title, Bloomerang status, lifetime gift count and total from the transactions you read, last gift date and amount, and the last three interaction subjects with dates. Finish with up to three talking points drawn only from that data.
**Rules & Guidelines:**
* `attio-get-record-deals` and `attio-get-record-people` are on the Attio server. `bloomerang-get-constituent`, `bloomerang-get-transaction` and `bloomerang-get-interaction` are on the Bloomerang server.
* This prompt is read-only. Do NOT call `attio-update-deal`, `attio-add-deal`, `bloomerang-add-interaction` or any other write tool.
**Validation:**
* If a person has no email or no Bloomerang match, write 'Not a Bloomerang constituent' for them and continue.
* If the deal has no associated people, report the deal alone and say there was nothing to look up.Who it's for
One answer, three teams that use it
Development directors
Brief yourself before a major conversation
See each person's giving totals, last gift and recent interactions next to the deal, with talking points drawn from the record.
Brief me on the Contoso Foundation grant deal in Attio with Bloomerang giving for each person.
Partnership managers
Know who has given before
People who are not Bloomerang constituents are marked clearly, so you know who is new to the relationship.
Which people on the Fabrikam sponsorship deal are Bloomerang donors, and what was their last gift?
Executive directors
Walk into board level meetings prepared
Get a short brief on the deal and its people with recent interactions, ready in one reply.
Give me a one page brief on the Northwind Traders partnership deal, including Bloomerang interactions.
How it works
What PopdockAI does when you ask
You name a deal and your AI assistant brings each person's Bloomerang history into one briefing. It never updates the deal or logs anything.
01
Ask
You name the deal.
02
Find
It finds the deal in Attio and reads each person on it.
03
Look up
It matches each person to Bloomerang by email and reads recent gifts and interactions.
04
Brief
You get the deal summary, a section per person and up to three talking points.
What PopdockAI provides
The tools behind the answer
Ready made tools for Attio and one secure connection to your AI tool. No code, no exports.
attio-get-record-deals
attio-get-record-people
bloomerang-get-constituent
bloomerang-get-transaction
bloomerang-get-interaction
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 deal conversation starts with giving history
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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