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See every donor conversation on one timeline
For donor care teams who want Granola meetings lined up with 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 meetings and logged contacts never line up
Seeing every conversation with a donor means searching Granola for their meetings, then reading the contact log in DonorPerfect. The two rarely line up, so you cannot tell which meetings were ever logged.
Without PopdockAI
- Look up the donor's emails in DonorPerfect
- Search Granola for meetings with each address
- Read the DonorPerfect contact log
- Line up dates by hand
With PopdockAI
- The donor's email addresses come from DonorPerfect
- Meetings they attended or were invited to are found
- Logged contacts are fetched for the same window
- One timeline marks each meeting logged or not, nothing changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For the donor `{donor-id}`, list the Granola meetings they attended or were invited to in the last {lookback-days} days (default 90) and compare them with the contacts logged in DonorPerfect.
**Step 1: Get the donor's email addresses**
Call `donorperfect-get-donor` with `donor-id`, then `donorperfect-get-address` with `donor-id`. Collect every distinct `email`. If there is none, report that meetings cannot be matched and stop.
**Step 2: Find their meetings in Granola**
For each email, call `granola-get-attendee` with `email` and `note-created.from` set to the start of the window, and `granola-get-invitee` the same way. Collect the distinct `note-id` values. For each, call `granola-get-note` with `id` to get `title`, `scheduled-start`, `owner-name` and `summary`.
**Step 3: Get logged contacts**
Call `donorperfect-get-contact` with `donor-id` and `contact-date.from` set to the start of the window.
**Step 4: Report**
A timeline, newest first, mixing meetings (date, title, owner, one-line summary, attended or invited only) and logged contacts (date, activity-code, by-whom, comment). Mark each meeting "logged" if a contact exists within one day of it, otherwise "not 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 no meetings are found, say so and still show the logged contacts.
* If the donor does not exist, report that and stop.Who it's for
One answer, three teams that use it
Donor relations managers
See the full story with one donor
Meetings and logged contacts sit together, newest first.
Show me the meetings and DonorPerfect contacts for donor 2087 over the last 180 days.
Development directors
Spot meetings nobody logged
Each meeting is marked logged or not, so gaps in the record stand out.
Which meetings with donor 1550 in the last 90 days have no logged contact?
Database managers
Check contact logging for key donors
A timeline per donor shows whether the record matches what happened.
Build a meeting and contact timeline for donor 3120 for this year.
How it works
What PopdockAI does when you ask
You give a donor ID and your AI assistant lines up their meetings and logged contacts on one timeline. Nothing in DonorPerfect is changed.
01
Ask
You give a donor ID and how many days to look back.
02
Collect
It reads the donor's email addresses from DonorPerfect.
03
Find
It looks for Granola meetings they attended or were invited to, and fetches logged contacts.
04
Report
You get a newest-first timeline with each meeting marked logged or not 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.
donorperfect-get-donor
donorperfect-get-address
granola-get-attendee
granola-get-invitee
granola-get-note
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 conversation on one timeline
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.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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