/
/
Log every DonorPerfect donor touchpoint once
For fundraisers who want calls and visits logged accurately in DonorPerfect, just by telling their AI assistant what happened.
On this page
Connector
Connect DonorPerfect, pick your AI tool and paste the prompt.
The problem
Donor touchpoints logged late, or twice
After a call or visit, logging the activity in DonorPerfect is easy to put off, and when two people log the same touchpoint the history gets cluttered. Getting the donor, code and date right each time takes more care than it should.
Without PopdockAI
- Put off logging until the end of the week
- Search for the right donor
- Look up a valid activity code
- Log a touchpoint a colleague already logged
With PopdockAI
- The donor is identified with their last three contacts
- A same-day entry with the same code is flagged
- The activity code is checked against valid codes
- Your summary is saved as written after you confirm
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Log a contact against `{donor-name-or-email}` describing `{contact-summary}`, using activity code `{activity-code}` if one is given. Check the donor's recent contact history first.
**Step 1: Identify the donor**
Call `donorperfect-get-donor`, filtering on `email` for an email address and on `last-name.contains` otherwise. Stop if there is no match or more than one. Record the `donor-id`.
**Step 2: Read the recent history**
Call `donorperfect-get-contact` filtered by `donor-id`. Report the last three contacts with their `contact-date`, `by-whom` and `activity-code`.
If a contact with the same activity code already exists on the same date, show it and ask whether this is a separate interaction before writing.
**Step 3: Validate the activity code**
If `{activity-code}` was supplied, confirm it exists with `donorperfect-get-code` using the activity field as `field-name`. If it does not exist, list the valid activity codes and ask which to use. Do not invent one.
**Step 4: Confirm, then write**
Show the contact you are about to log: donor name and id, contact date, activity code, by whom, and the comment text. Ask the user to confirm.
Only after confirmation, call `donorperfect-save-contact` once, with no `contact-id`.
**Step 5: Verify**
Call `donorperfect-get-contact` filtered by `donor-id` and report the stored contact with its id.
**Rules & Guidelines:**
* `donorperfect-save-contact` is the only write tool this prompt may call.
* Put `{contact-summary}` in the comment field as written. Do not embellish it or add detail the user did not give.
* Do not set a due date unless the user asks for a follow up.
**Validation:**
* If `{contact-summary}` is empty, ask what happened and stop.
* If the donor lookup is ambiguous, list the candidates and stop.
Who it's for
One answer, three teams that use it
Major gift officers
Log visits straight after them
Record a visit in one message, with the right code and date.
Log a visit with Priya Shah in DonorPerfect today: toured the new wing, interested in naming.
Development officers
Avoid double entries
A same-day entry with the same code is flagged before saving.
Log a thank you call to Sam Patel in DonorPerfect for his year end gift.
Donor relations
Keep notes exactly as written
Your summary is saved without embellishment.
Add a contact for dana@northwindtraders.com: emailed event invite, code EMAIL.
How it works
What PopdockAI does when you ask
You describe what happened and your AI assistant finds the donor and checks for a duplicate. The contact is saved only after you confirm, exactly as you wrote it.
01
Ask
You give the donor, what happened and optionally an activity code.
02
Check
It shows the last three contacts and flags a same-day entry with that code.
03
Confirm
You see the contact with its validated code and say yes.
04
Save
It saves the contact and reads it back with its id.
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-contact
donorperfect-get-code
donorperfect-save-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
A clean contact history for the whole team
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.

.webp)
