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Granola and DonorPerfect donor meeting history
Report
Cross-Connector

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.

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Granola and DonorPerfect donor meeting history
Show me the Granola meetings and DonorPerfect contacts for donor 1042 over the last 90 days.
Donor 1042 had 2 Granola meetings and 2 logged contacts in the last 90 days, and 1 meeting was not logged. - 14 Oct: Meeting, Annual Fund review, owner Sam Patel, attended (logged) - 12 Oct: Contact, phone call by Sam Patel, thanked for gift - 2 Sep: Meeting, Contoso Foundation intro, invited only (not logged) - 20 Aug: Contact, email by Dana Whitfield, sent receipt Want the one-line summary of each meeting?
Granola
Sample figures. Your results come from your own account.
donorperfect-get-donor
donorperfect-get-address
granola-get-attendee
granola-get-invitee
granola-get-note
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 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.

Prompt
**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.

Your AI tool

02

Collect

It reads the donor's email addresses from DonorPerfect.

donorperfect-get-donor
donorperfect-get-address

03

Find

It looks for Granola meetings they attended or were invited to, and fetches logged contacts.

granola-get-attendee
granola-get-invitee
granola-get-note
donorperfect-get-contact

04

Report

You get a newest-first timeline with each meeting marked logged or not 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

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

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

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

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 conversation on one timeline

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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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