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Match Granola meeting attendees to Bloomerang constituents
Report
Cross-Connector

Match meeting guests to Bloomerang constituents

For fundraising teams who want Granola attendees matched to Bloomerang by email, just by asking their AI assistant.

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Match Granola meeting attendees to Bloomerang constituents
Which attendees of the Contoso donor reception meeting are Bloomerang constituents?
Of 4 people at the Contoso donor reception, 2 are Bloomerang constituents and 2 are not. - Dana Whitfield: attended, constituent, type Individual, status Active - Priya Raman: invited only, constituent, type Individual, status Active - Not in Bloomerang: Lee Chen - Not in Bloomerang: Marcus Hale Want the account numbers for the matches?
Granola
Sample figures. Your results come from your own account.
granola-get-note
granola-get-attendee
granola-get-invitee
bloomerang-get-email-address
bloomerang-get-constituent

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

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.

Prompt
**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.

Your AI tool

02

Find

It finds the meeting in Granola and lists attendees and invitees.

granola-get-note
granola-get-attendee
granola-get-invitee

03

Match

It looks up each email in Bloomerang and reads the constituent's type and status.

bloomerang-get-email-address
bloomerang-get-constituent

04

Report

You get a table of matches, people not in Bloomerang and counts.

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

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

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

bloomerang-get-email-address

Returns constituent email addresses from Bloomerang. Filter by address, type or primary flag, and include or exclude addresses flagged bad.
get-data

bloomerang-get-constituent

Returns constituents from Bloomerang: the donors, prospects and contacts in your database. Filter by full name, last name, account number, primary email, city, type or status, or fetch one by id.
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

The right constituent for every guest

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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.

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