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Create Bloomerang tasks from a Chorus call
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Cross-Connector

Turn promises on a Chorus donor call into Bloomerang tasks

For fundraisers who want commitments from a donor call captured as assigned Bloomerang tasks the same day, without duplicates.

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Create Bloomerang tasks from a Chorus call
Create Bloomerang follow up tasks from yesterday's Chorus call with Contoso Foundation, assigned to Jordan Lee, due in 7 days.
The call summary has 3 commitments to Contoso Foundation, and 1 is already an open task. - Send the annual impact report, due October 14 - Schedule a site visit for November, due October 14 - Dropped: share the naming proposal, already open Create these 2 tasks for Jordan Lee, or edit them first?
Bloomerang
Sample figures. Your results come from your own account.
chorus-get-engagements
chorus-get-conversation-participants
bloomerang-get-email-address
bloomerang-get-task
bloomerang-add-task

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

Promises made on donor calls never become tasks

Promises on a donor call, like sending a report or setting up a visit, live in the Chorus summary and need to become Bloomerang tasks. Copying them by hand is slow, commitments get missed, and tasks get created twice.

Without PopdockAI

  • Read the Chorus summary after the call
  • Find the donor in Bloomerang
  • Type each commitment as a task
  • Create a duplicate when a colleague does the same

With PopdockAI

  • The summary is read and the donor found by email
  • Each concrete commitment becomes a draft in the summary's own words
  • Drafts matching an open task are dropped
  • You confirm, edit or remove each task before anything is written

The prompt

Use this prompt

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

Prompt
**Objective:** Read the Chorus conversation `{conversation-id}`, pull out the follow-ups promised to the donor, and create them as Bloomerang tasks assigned to Bloomerang user `{assign-to-user-id}`, due `{due-in-days}` days after the conversation (default 7) unless the summary names a date.

**Step 1: Read the conversation in Chorus**

Call `chorus-get-engagements` with `conversation-id` set to `{conversation-id}`. If it returns nothing, or `meeting-summary` is empty, say there is nothing to work from and stop. Note `date`, `subject`, `user-name` and `meeting-summary`.

**Step 2: Identify the donor**

Call `chorus-get-conversation-participants` with `conversation-id`. Keep external participants (no `user-id`, not typed as internal). Match each one's `email` with `bloomerang-get-email-address` (`value`) and take `account-id`. If more than one constituent matches, ask the user which one the tasks belong to. If none match, list the participants and stop.

**Step 3: Draft the tasks**

From `meeting-summary`, list each concrete commitment made to the donor (send a report, schedule a visit, share a proposal). Ignore general discussion. For each, draft: `subject` (under 60 characters), `note` (the commitment in the summary's own words, followed by "From Chorus conversation {conversation-id}"), `due-date`, and `channel` where the commitment implies one.

**Step 4: Skip duplicates**

Call `bloomerang-get-task` with `account-id` and `status` Open. Drop any drafted task whose subject already matches an open task, and say which were dropped.

**Step 5: Confirm, then write**

Show the drafted tasks as a table and ask the user to confirm, edit or drop each. Only after an explicit yes, call `bloomerang-add-task` for each approved task with `account-id`, `user-id` `{assign-to-user-id}` and the drafted fields. Report each returned `id`.

**Rules & Guidelines:**

* Tools whose names start with chorus are on the chorus server; tools whose names start with bloomerang are on the bloomerang server.
* The only write this prompt may make is `bloomerang-add-task`, and only after confirmation. Do not call `bloomerang-add-interaction`, `bloomerang-add-note`, `bloomerang-update-task` or any Chorus action such as `chorus-add-moment`.
* Do not invent commitments the summary does not state.

**Validation:**

* If the summary contains no commitments, say so and write nothing.
* `due-date` is an ISO date (for example 2026-03-01). Chorus dates carry a time; use the calendar day.
* If `bloomerang-add-task` rejects `{assign-to-user-id}`, report the error and stop; do not try other user ids.

Who it's for

One answer, three teams that use it

Major gift officers

Never drop a promise

Every commitment from the call becomes a draft task you can approve in one go.

Create Bloomerang tasks from my Chorus call with Fabrikam Foundation today, assigned to me, due in 5 days.

Development managers

Assign follow-ups to the right person

Name the assignee and due period, and tasks land in their queue.

Turn the commitments from Monday's Chorus call with Alex Kim into Bloomerang tasks for Sam Patel.

Donor relations staff

Avoid duplicate tasks

Drafts that match an open task are dropped, so two people acting on one call do not double up.

Draft Bloomerang tasks from the latest Chorus call with Maria Lopez, skipping anything already open.

How it works

What PopdockAI does when you ask

You give the Chorus conversation, an assignee and a due period, and your AI assistant drafts the follow-up tasks. Nothing is written until you confirm each one.

01

Ask

You give the Chorus conversation, the assignee and a due period.

Your AI tool

02

Find

It reads the summary and finds the donor by email.

chorus-get-engagements
chorus-get-conversation-participants
bloomerang-get-email-address

03

Draft

It drafts a task per commitment and drops ones already open.

bloomerang-get-task

04

Confirm

You confirm, edit or remove each task before it is created.

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

chorus-get-engagements

Returns recorded calls and meetings from Chorus, with the subject, date, duration, participants and the account each conversation relates to. Filter by date range, owner or account to pull the conversations behind a deal or a period.
get-data

chorus-get-conversation-participants

Returns the people who took part in Chorus conversations, with their name, email, title and company. Use it to see who was on a call, and which side they were on.
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-task

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

bloomerang-add-task

Creates a follow up task in Bloomerang against a constituent, assigns it to a user, and sets the subject, due date, channel, purpose and 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

Call commitments become tasks the same day

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Related use cases

More ways to put this data to work

All Ramp use cases

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