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Granola and DonorPerfect donor meeting brief
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Cross-Connector

Know every donor's giving before the meeting

For fundraising teams who want a Granola meeting matched to DonorPerfect donors, giving and recent contacts, just by asking their AI assistant.

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Granola and DonorPerfect donor meeting brief
Prepare me for the Contoso Foundation board catch-up meeting using the last 12 months of DonorPerfect gifts.
The Contoso Foundation board catch-up has 3 guests, and 2 of them are DonorPerfect donors. - Priya Raman: donor 1042, total giving 6,500, last gift 500 to the Annual Fund, flag Major donor prospect - Marcus Hale: donor 1077, total giving 1,200, 3 recent contacts, latest a thank-you call on 2 Oct - Not in DonorPerfect: Lee Chen Want the full block for each donor?
Granola
Sample figures. Your results come from your own account.
granola-get-note
granola-get-attendee
granola-get-invitee
donorperfect-get-donor
donorperfect-get-address
donorperfect-get-gift
donorperfect-get-contact
donorperfect-get-flag

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

Giving history gets missed before donor meetings

Before a donor meeting, someone checks who is attending, then searches DonorPerfect for each person's giving and last contact. People get missed, and flags are easy to overlook.

Without PopdockAI

  • Check the meeting for attendees and invitees
  • Search DonorPerfect for each person
  • Open their gifts and contact history
  • Overlook flags on the record

With PopdockAI

  • Attendees and invitees are combined and matched by email
  • Giving totals and gifts in the window are reported
  • The three most recent contacts and any flags are shown
  • People not in DonorPerfect are listed, and nothing is 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:** Prepare a brief for the meeting titled `{note-title}` by matching its attendees to DonorPerfect donors and summarising each donor's giving and recent contact. Use the most recent {lookback-months} months of gifts (default 12).

**Step 1: Find the meeting in Granola**

Call `granola-get-note` with `title.contains` set to `{note-title}`. If more than one note matches, list them (title, scheduled-start, owner-name) and stop. If none match, say so and stop.

**Step 2: Get the people in the meeting**

Call `granola-get-attendee` with `note-id` set to the note `id`. Also call `granola-get-invitee` with the same `note-id`. Combine both lists and de-duplicate by `email`. Ignore addresses on the note owner's own email domain unless the user asks otherwise.

**Step 3: Match each person to a donor**

For each `email`, call `donorperfect-get-donor` with `email` set to that value. If it returns nothing, call `donorperfect-get-address` with `email` set to the value and use its `donor-id`. If there is still no match, mark the person as "not in DonorPerfect" and continue.

**Step 4: Pull history for each matched donor**

For each `donor-id`, call `donorperfect-get-gift` with `donor-id` and `gift-date.from` set to the start of the lookback window, and call `donorperfect-get-contact` with `donor-id`. Also call `donorperfect-get-flag` with `donor-id`.

**Step 5: Report**

Give the meeting title, date and `summary`, then one block per person: name, email, donor-id, gift-total, last-contribution-amount, gifts in the window (date, amount, campaign), the three most recent contacts (contact-date, activity-code, comment) and any flags. End with a list of people not in DonorPerfect.

**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 two donors share one email, list both and do not pick one.
* If the meeting has no attendees or invitees, report that and stop.

Who it's for

One answer, three teams that use it

Major gift officers

Walk in knowing each donor's history

Giving totals, recent gifts and contacts for every guest, in one brief.

Brief me on the Fabrikam Trust lunch meeting with 24 months of DonorPerfect gifts.

Executive directors

Prepare for a board or donor event

Flags and recent contacts tell you what to raise and what to avoid.

Prepare me for the Northwind Foundation board dinner with each guest's DonorPerfect giving and flags.

Development associates

Build briefing packs without searching

One block per guest replaces a search for every attendee.

Who is coming to the Contoso gala planning meeting and what have they given in the last 12 months?

How it works

What PopdockAI does when you ask

You name the meeting and your AI assistant matches each guest to DonorPerfect and gathers their giving. It stops if anything is ambiguous and changes nothing.

01

Ask

You name the meeting and, if you like, how many months of gifts to review.

Your AI tool

02

Find

It finds the meeting in Granola and gathers the attendees and invitees.

granola-get-note
granola-get-attendee
granola-get-invitee

03

Match

It matches each email to a DonorPerfect donor and pulls gifts, contacts and flags.

donorperfect-get-donor
donorperfect-get-address
donorperfect-get-gift
donorperfect-get-contact
donorperfect-get-flag

04

Report

You get one block per person and a list of anyone not in DonorPerfect.

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

granola-get-invitee

Returns the people invited to each Granola meeting note, so you can compare invitations with attendance.
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-gift

Returns gift and pledge transactions from DonorPerfect, with amount, date, campaign, solicitation and GL codes, and the donor each one belongs to. Filter by donor, by date range or by campaign to build giving history and campaign totals.
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.
get-data

donorperfect-get-flag

Returns the flags assigned to donors in DonorPerfect, which are the markers used for segmentation, mailing lists and do-not-contact handling.
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

Know every guest's giving before you meet

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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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