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Find donor meetings that were never logged in DonorPerfect
For fundraising teams who want recent Granola donor meetings checked against DonorPerfect contacts, just by asking their AI assistant.
On this page
Connector
Connect Granola, pick your AI tool and paste the prompt.
The problem
Donor conversations go missing from the record
Fundraisers meet donors and forget to log the contact in DonorPerfect. Nobody can tell which meetings are missing without checking each one against the donor's contact history.
Without PopdockAI
- List a fundraiser's recent meetings
- Work out which attendees are donors
- Open each donor's contact history
- Look for a contact near the meeting date
With PopdockAI
- Recent meetings for the owner are listed
- Attendees are matched to DonorPerfect donors
- Each donor is checked for a contact around the meeting date
- Read-only, nothing is saved to DonorPerfect
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find Granola meetings from the last {lookback-days} days (default 14) owned by `{owner-email}` that included a DonorPerfect donor but have no contact logged in DonorPerfect around the meeting date.
**Step 1: List recent meetings**
Call `granola-get-note` with `owner-email` set to `{owner-email}` and `created.from` set to the start of the window. If none, say so and stop.
**Step 2: Find donors in each meeting**
For each note, call `granola-get-attendee` with `note-id` set to the note `id`. For each `email`, call `donorperfect-get-donor` with `email` (fall back to `donorperfect-get-address` with `email`). Skip people who are not donors.
**Step 3: Check for a logged contact**
For each donor found, call `donorperfect-get-contact` with `donor-id`, `contact-date.from` one day before the meeting `scheduled-start` and `contact-date.to` three days after.
**Step 4: Report**
A table of meetings with no logged contact: meeting title, date, donor name, donor-id. Then a count of meetings checked, meetings with donors, and meetings already logged.
**Rules & Guidelines:**
* Granola tools (`granola-*`) read meetings; DonorPerfect tools (`donorperfect-*`) read donors. Both servers must be connected.
* This is read-only. Never call `donorperfect-save-pledge`, `donorperfect-save-gift`, `donorperfect-set-flag`, `donorperfect-save-address`, `donorperfect-save-donor`, `donorperfect-save-contact`, `donorperfect-save-other-info`, `donorperfect-save-link`.
* Meeting notes and transcripts are private to their owners and attendees. Only report content the tools returned for the signed-in user, and do not quote transcript text beyond what the report needs.
**Validation:**
* If `scheduled-start` is empty, use `created-at`.
* If a meeting has no donors, leave it out of the table.Who it's for
One answer, three teams that use it
Development directors
Check the team logs every donor visit
A table of unlogged meetings and counts shows how complete donor records are.
Which donor meetings in the last 30 days for jordan@contosofoundation.org have no contact in DonorPerfect?
Major gift officers
Catch up on contacts you forgot to log
Your own unlogged donor meetings are listed, ready to record.
Which of my Granola meetings this week were with donors but not logged in DonorPerfect? I am priya@fabrikamtrust.org.
Database managers
Keep donor contact history complete
Meetings with donors are checked against logged contacts, so gaps show up before reporting.
Check Northwind Foundation fundraiser dana@northwindfoundation.org's meetings from the last 60 days against DonorPerfect contacts.
How it works
What PopdockAI does when you ask
You give the meeting owner's email and a look-back period, and your AI assistant finds donor meetings with no contact logged. It never saves anything to DonorPerfect.
01
Ask
You give the meeting owner's email and how many days to look back.
02
Find
It lists those Granola meetings and checks which attendees are DonorPerfect donors.
03
Check
It looks for a logged contact from a day before to three days after each meeting.
04
Report
You get a table of unlogged meetings plus counts checked, with donors and already logged.
What PopdockAI provides
The tools behind the answer
Ready made tools for Granola and one secure connection to your AI tool. No code, no exports.
granola-get-note
granola-get-attendee
donorperfect-get-donor
donorperfect-get-address
donorperfect-get-contact
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 donor meeting logged
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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