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Link DonorPerfect households once, in the right direction
For donor data teams who want related donors linked without picking the wrong record or creating a duplicate link, by asking their AI.
On this page
Connector
Connect DonorPerfect, pick your AI tool and paste the prompt.
The problem
A household link to the wrong Whitfield
Linking household members in DonorPerfect sounds simple, but it is easy to pick the wrong donor with a common surname or record a relationship that already exists the other way round. Untangling a wrong link takes longer than making it.
Without PopdockAI
- Search for both donors by surname
- Guess which record is the right one
- Miss an existing link in the other direction
- Untangle the mistake later
With PopdockAI
- Each donor is identified, stopping on no match or several
- The relationship code is checked against valid codes
- Existing links are checked in both directions
- The link is saved after you confirm, then read back
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Link `{donor-name}` to `{linked-donor-name}` with relationship code `{link-code}`, after confirming both donors and checking the link does not already exist.
**Step 1: Identify both donors**
Call `donorperfect-get-donor` twice, once with `last-name.contains` set from `{donor-name}` and once from `{linked-donor-name}`. Use `first-name.contains` as well where a first name is given.
If either lookup returns nothing or more than one match, list what you found and stop. Record both `donor-id` values and keep them straight: the first is the donor, the second is the linked donor.
**Step 2: Validate the relationship code**
Call `donorperfect-get-code` filtered on the link field and confirm `{link-code}` exists. If it does not, list the valid relationship codes and ask which to use. Do not invent one.
**Step 3: Check for an existing link**
Call `donorperfect-get-link` filtered by the first `donor-id`. If a link to the second donor already exists, show it with its code and stop. Do not create a second link between the same pair.
Also call `donorperfect-get-link` filtered by the second `donor-id`, since the link may have been recorded in the other direction.
**Step 4: Confirm, then write**
State the link in full: both donor names with their ids, the relationship code and its description, and which direction it runs. Ask the user to confirm.
Only after confirmation, call `donorperfect-save-link` once, with no `link-id`.
**Step 5: Verify**
Call `donorperfect-get-link` filtered by the first `donor-id` and report the stored link.
**Rules & Guidelines:**
* `donorperfect-save-link` is the only write tool this prompt may call, once, after confirmation.
* Direction matters. Do not swap the two donors to make a code fit.
* If the user asks for the reciprocal link as well, treat it as a separate confirmed write and say so before doing it.
**Validation:**
* If either name is ambiguous, stop. Linking the wrong donor is hard to unpick.
* If a link already exists with a different code, report both and ask before changing anything.
Who it's for
One answer, three teams that use it
Donor database managers
Keep households accurate
No duplicate links and no swapped direction.
Link Sam Patel to Priya Patel in DonorPerfect as spouse.
Gift processors
Link a family member after a gift
Record the relationship while the gift is in front of you.
Link donor 40211 to donor 40212 in DonorPerfect with the PARENT code.
Major gift officers
Map a donor's connections
Relationships you learn about are saved correctly first time.
Record that Dana Whitfield is the daughter of Chris Whitfield in DonorPerfect.
How it works
What PopdockAI does when you ask
You name both donors and the relationship, and your AI assistant checks for the right records and any existing link. It saves the link only after you confirm.
01
Ask
You name both donors and the relationship code.
02
Check
It identifies each donor, validates the code and checks for links both ways.
03
Confirm
You see names, ids, code and direction, and say yes.
04
Link
It saves the link and reads it back.
What PopdockAI provides
The tools behind the answer
Ready made tools for DonorPerfect and one secure connection to your AI tool. No code, no exports.
donorperfect-get-donor
donorperfect-get-code
donorperfect-get-link
donorperfect-save-link
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
Relationships recorded once, the right way round
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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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