Connectors

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DonorPerfect

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DonorPerfect donor Chorus conversation history
Report
Cross-Connector

See every Chorus conversation with a donor in one timeline

For fundraisers who want a donor's full Chorus call, meeting and email history without searching each address, by asking their AI assistant.

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DonorPerfect donor Chorus conversation history
Show me every Chorus conversation with DonorPerfect donor 10482 in the last two years.
Found 14 Chorus conversations with Dana Whitfield since October 2024. - Calls and meetings: 9, most recent on 2026-09-18 - Emails: 5 across two addresses on file - Weaker evidence: 2 calls matched only through Fabrikam, her organization - Possible matches: 1 call set apart as likely unrelated Want the full timeline?
DonorPerfect
Sample figures. Your results come from your own account.
donorperfect-get-donor
donorperfect-get-address
chorus-get-conversation-participants
chorus-get-engagements
chorus-get-emails

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

DonorPerfect

DonorPerfect
Run it on your own DonorPerfect data.

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

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The problem

A donor's conversations are scattered across addresses

Piecing together every conversation with one donor means searching Chorus for each email they have used, plus calls filed under their organization. It is slow, and real matches are hard to tell from a similarly named company.

Without PopdockAI

  • List every email the donor has used
  • Search Chorus for each one
  • Search again by organization name
  • Guess which matches are real

With PopdockAI

  • Every email on the donor and their addresses is collected
  • Chorus calls, meetings and emails are listed in date order
  • Organization-only matches are labelled weaker
  • Unrelated-looking results are set apart, nothing 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:** Build a timeline of every Chorus conversation and email involving the DonorPerfect donor `{donor}` over the last `{lookback-days}` days (default 180).

**Step 1: Identify the donor in DonorPerfect**

If `{donor}` is a whole number, call `donorperfect-get-donor` with it as donor-id. Otherwise treat it as an email address and call `donorperfect-get-donor` with it as email. If more than one donor comes back, list them (donor-id, name, organization-name, email) and stop. If none comes back, say so and stop.

Collect every email address for the donor: the email on the donor record, plus the email on each row from `donorperfect-get-address` filtered by donor-id. Note the organization-name if there is one.

**Step 2: Find the donor's conversations in Chorus**

For each email address, call `chorus-get-conversation-participants` filtered by email and collect the distinct conversation-id values. For each conversation-id, call `chorus-get-engagements` with conversation-id and keep only those whose date falls inside the lookback window.

For each email address, also call `chorus-get-emails` with it as initiator-email and sent-time.from set to the start of the window.

If the donor has an organization-name, call `chorus-get-engagements` with account-name.contains set to it and date.from set to the start of the window, and add any conversations not already found. Mark these as matched by organization name, not by email.

**Step 3: Report**

One header line: donor-id, name, organization-name, emails searched.

Then a table in date order: date, type (call, meeting or email), subject, Chorus owner (user-name or owner-name), matched by (email or organization), and a one-line summary taken from meeting-summary or the email body.

End with totals: conversations, emails, and the date of the most recent touch.

**Rules & Guidelines:**

* Tools named donorperfect-... are on the donorperfect server. Tools named chorus-... are on the chorus server.
* This prompt is read-only. Do NOT call any DonorPerfect write tool (`donorperfect-save-donor`, `donorperfect-save-contact`, `donorperfect-save-gift`, `donorperfect-save-pledge`, `donorperfect-save-address`, `donorperfect-save-other-info`, `donorperfect-save-link`, `donorperfect-set-flag`) or any Chorus write tool (`chorus-add-moment`, `chorus-add-playlist-moment`, `chorus-create-playlist`, `chorus-update-moment`, `chorus-update-playlist`, `chorus-update-playlist-moment`, `chorus-export-recordings`, `chorus-export-scorecards`).
* Match emails case-insensitively and ignore surrounding whitespace.

**Validation:**

* If the donor has no email address and no organization-name, say that Chorus cannot be searched for this donor and stop.
* If Chorus returns nothing for any email, report the donor as having no recorded conversations in the window. Do not widen the search to name matching.
* If an organization-name match returns conversations that look unrelated (a different account that merely contains the name), list them separately as possible matches rather than in the timeline.

Who it's for

One answer, three teams that use it

Major gift officers

See the whole relationship

Calls, meetings and emails in date order show how the relationship has developed.

Show every Chorus conversation with DonorPerfect donor 31120 in the last 18 months.

Development directors

Hand over a donor cleanly

A new officer gets the full history in one timeline.

List all Chorus calls and emails with dana@northwindtraders.com since 2024.

Donor relations

Know when you last spoke

Totals and the most recent touch are summarised at the end.

When did we last talk to the Contoso Foundation donor 10566, according to Chorus?

How it works

What PopdockAI does when you ask

You name the donor and your AI assistant builds one timeline of their Chorus conversations from every email in DonorPerfect. It only reads.

01

Ask

You give the DonorPerfect donor id or email and how far back to look.

Your AI tool

02

Collect

It gathers every email on the donor and their additional addresses.

donorperfect-get-donor
donorperfect-get-address

03

Search

It lists the donor's Chorus calls, meetings and emails in date order.

chorus-get-conversation-participants
chorus-get-engagements
chorus-get-emails

04

Report

You get totals and the latest touch, with organization matches labelled weaker.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for DonorPerfect and one secure connection to your AI tool. No code, no exports.

get-data

donorperfect-get-donor

Returns donor records from DonorPerfect: names, salutations, contact details, donor type and status, and the codes used to segment them. The starting point for almost any DonorPerfect question.
get-data

donorperfect-get-address

Returns the additional address records held against donors in DonorPerfect, including address type, seasonal date ranges and which address is currently in use.
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

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-emails

Returns emails captured by Chorus, including the subject, body, sender, owner, account and sent time. Filter by account or date range to read the written trail alongside the calls.
Read only.Nothing in DonorPerfect 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

Every conversation with a donor in one timeline

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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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