Connectors

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DonorPerfect

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DonorPerfect major donors with no recent Chorus contact
Report
Cross-Connector

Find major donors nobody has talked to lately

For fundraising leaders who want to know which top DonorPerfect donors have had no recent Chorus call, meeting or email, by asking their AI.

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DonorPerfect major donors with no recent Chorus contact
Which DonorPerfect donors with over 25,000 lifetime giving have had no Chorus contact in the last 90 days?
11 of 48 major donors have had no Chorus contact in the last 90 days. - Top gap: Contoso Foundation, 120,000 lifetime, last touch 2026-03-02 - Never contacted: 3 donors have no Chorus conversation at any time - Cannot check: 2 donors have no email or organization - Weaker evidence: 4 donors matched only by organization name Want the full list ranked by giving?
DonorPerfect
Sample figures. Your results come from your own account.
donorperfect-get-donor
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

Your largest donors go months without a conversation

Your largest donors can go months without a conversation, and nothing in DonorPerfect raises a flag. Finding them means checking each major donor against Chorus calls, meetings and emails one at a time.

Without PopdockAI

  • List major donors from DonorPerfect
  • Search Chorus for each one by email
  • Try again by organization name
  • Notice the gap only when giving drops

With PopdockAI

  • Donors over your threshold are read
  • Chorus is searched by email and organization name
  • Organization matches are labelled weaker evidence
  • Quiet donors are ranked by giving, 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:** Find DonorPerfect donors whose lifetime giving is at least `{min-lifetime-giving}` and who have had no Chorus conversation or email in the last `{lookback-days}` days (default 90).

**Step 1: Donors in DonorPerfect**

Call `donorperfect-get-donor` with gift-total.min set to `{min-lifetime-giving}` and max-records 100. If 100 come back, say the list was capped and suggest a higher threshold.

**Step 2: Recent touches in Chorus**

For each donor:

* If the donor has an email, call `chorus-get-conversation-participants` filtered by email, then `chorus-get-engagements` for each conversation-id, keeping those dated inside the window. Also call `chorus-get-emails` with the email 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.

Record the most recent touch date and how it was matched (email or organization).

**Step 3: Report**

* **No recent touch:** donor-id, name or organization-name, gift-total, last-contribution-amount, email, and the date of the last Chorus touch at any time if you found one. Sort by gift-total, highest first.
* **Touched recently:** count only, plus the five with the oldest recent touch.
* **Cannot check:** donors with no email and no organization-name.

**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`).

**Validation:**

* If `{min-lifetime-giving}` is not a number, ask for one and stop.
* If no donors meet the threshold, say so and stop.
* Treat organization-name matches as weaker evidence than email matches and label them.

Who it's for

One answer, three teams that use it

Major gift officers

See who you have not spoken to

Donors gone quiet are listed by lifetime giving.

Which DonorPerfect donors over 50,000 lifetime have had no Chorus contact in 6 months?

Development directors

Keep the portfolio warm

A ranked list shows where the team's attention is overdue.

List major donors with no Chorus call, meeting or email in the last 120 days.

Prospect researchers

Find records you cannot check

Donors with no email or organization are listed separately.

Which DonorPerfect donors over 10,000 cannot be checked in Chorus because they have no email?

How it works

What PopdockAI does when you ask

You set a giving threshold and a lookback, and your AI assistant checks major DonorPerfect donors for recent Chorus contact. It only reads.

01

Ask

You set the lifetime giving threshold and how far back to look.

Your AI tool

02

Read

It reads DonorPerfect donors at or over the threshold.

donorperfect-get-donor

03

Check

It searches Chorus for recent touches by email and organization name.

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

04

Report

You get donors with no recent touch, ranked by lifetime giving.

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

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

No major donor left without contact

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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.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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