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Find Granola donor meetings not logged in DonorPerfect
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Cross-Connector

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.

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Find Granola donor meetings not logged in DonorPerfect
Which of Sarah Mills's Granola meetings in the last 14 days were with donors but have no contact logged in DonorPerfect? Her email is sarah@contosofoundation.org.
6 meetings checked, 4 had donors and 2 have no logged contact. - 14 Oct, Annual giving catch-up: Robert Chen, donor ID 10482 - 17 Oct, Gala sponsorship talk: Emily Ward, donor ID 10977 - Already logged: 2 meetings - Left out: 2 meetings with no donors Want the checked meetings listed as well?
Granola
Sample figures. Your results come from your own account.
granola-get-note
granola-get-attendee
donorperfect-get-donor
donorperfect-get-address
donorperfect-get-contact

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Granola

Granola
Run it on your own Granola data.

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

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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.

Prompt
**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.

Your AI tool

02

Find

It lists those Granola meetings and checks which attendees are DonorPerfect donors.

granola-get-note
granola-get-attendee
donorperfect-get-donor
donorperfect-get-address

03

Check

It looks for a logged contact from a day before to three days after each meeting.

donorperfect-get-contact

04

Report

You get a table of unlogged meetings plus counts checked, with donors and already logged.

Your AI tool

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.

get-data

granola-get-note

Returns Granola meeting notes with their summaries and metadata. Filter by date range, title or owner to find the meetings you need.
get-data

granola-get-attendee

Returns the people who attended each Granola meeting note, so you can see who was actually in the room.
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

donorperfect-get-contact

Returns the contacts and activities logged against donors in DonorPerfect: calls, visits, letters and other touchpoints, with their dates, activity codes and notes.
Read only.Nothing in Granola 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 donor meeting logged

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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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