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Match meeting guests to Bloomerang constituents
For fundraising teams who want Granola attendees matched to Bloomerang by email, just by asking their AI assistant.
On this page
Connector
Connect Granola, pick your AI tool and paste the prompt.
The problem
Name searches match the wrong constituent
Someone copies attendee emails from meeting notes and searches Bloomerang one by one. People get missed, or the wrong constituent is matched when only a name is searched.
Without PopdockAI
- Copy attendee emails from the meeting
- Search Bloomerang one by one
- Fall back to name searches
- Match the wrong constituent
With PopdockAI
- Attendees and invitees are listed with how they took part
- Each email is matched to a constituent, with a second try on primary email
- Name, account number, type and status are shown
- Email-only matching, and nothing is added or updated
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 Granola meeting matching `{meeting-title}`, find which attendees are Bloomerang constituents, looking back `{lookback-days}` days (default 30).
**Step 1: Find the meeting (granola server)**
Call `granola-get-note` with `title.contains` set to `{meeting-title}` and `created.from` set to the start of the lookback window. If more than one note matches, list them (title, `scheduled-start`, `owner-name`) and stop so the user can narrow the title.
**Step 2: List the people (granola server)**
Call `granola-get-attendee` with `note-id` set to the note `id`. Also call `granola-get-invitee` with the same `note-id`. Keep each person's `name` and `email`. Mark who attended and who was only invited.
**Step 3: Match to Bloomerang (bloomerang server)**
For each distinct email, call `bloomerang-get-email-address` with `value` set to that email. Take `account-id` from the result and call `bloomerang-get-constituent` with `id` set to that `account-id` to get `full-name`, `type`, `status` and `engagement-score`. If the email has no match, try `bloomerang-get-constituent` with `primary-email` set to the email. If still nothing, record the person as not in Bloomerang.
**Step 4: Report**
A table: name, email, attended or invited only, Bloomerang match (full-name, `account-number`, type, status) or "not in Bloomerang". End with counts of matched and unmatched people.
**Rules & Guidelines:**
* `granola-get-note`, `granola-get-attendee` and `granola-get-invitee` are on the granola server. `bloomerang-get-email-address` and `bloomerang-get-constituent` are on the bloomerang server.
* This is read-only. Do not call any bloomerang tool that adds or updates records.
* Match on email only, never on name alone.
**Validation:**
* If the note has no attendees or invitees, say so and stop.
* If one email maps to more than one account-id, list all of them and do not choose one.Who it's for
One answer, three teams that use it
Major gift officers
Know which guests are constituents
Type and status for each guest show who you are already in a relationship with.
Which attendees of the Fabrikam Trust site visit are Bloomerang constituents?
Event coordinators
Find event guests new to Bloomerang
People not in Bloomerang are listed for follow-up.
Who from the Contoso volunteer evening in the last 14 days is not in Bloomerang?
Database managers
Match on email, not guesswork
Email-only matching avoids attaching activity to the wrong constituent.
Match the Northwind Foundation donor briefing guests to Bloomerang accounts.
How it works
What PopdockAI does when you ask
You give part of the meeting title and your AI assistant matches every guest to Bloomerang by email. It stops if anything is ambiguous and never changes records.
01
Ask
You give part of the meeting title and how far back to look.
02
Find
It finds the meeting in Granola and lists attendees and invitees.
03
Match
It looks up each email in Bloomerang and reads the constituent's type and status.
04
Report
You get a table of matches, people not in Bloomerang and counts.
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.
granola-get-note
granola-get-attendee
granola-get-invitee
bloomerang-get-email-address
bloomerang-get-constituent
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
The right constituent for every guest
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.
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