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Know which meeting participants are already donors
For nonprofit teams who ask their AI assistant to check a Granola meeting's people against DonorPerfect.
On this page
Connector
Connect Granola, pick your AI tool and paste the prompt.
The problem
Unknown contacts slip past the donor database
To see whether meeting participants are already donors, someone copies emails into DonorPerfect one at a time. Unknown contacts go unnoticed, and an email shared by several donor records is easy to mishandle.
Without PopdockAI
- Copy attendee and invitee emails from the meeting
- Search DonorPerfect one at a time
- Check address records when the donor search fails
- Mishandle emails shared by several donors
With PopdockAI
- Every attendee and invitee is checked by email
- Address records are used when the donor search finds nothing
- Emails shared by several donors are flagged with every ID
- Invitees who did not attend are listed, and nothing is changed
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 `{note-title}`, check every attendee and invitee against DonorPerfect and report who is a known donor, who is not, and who was invited but did not attend.
**Step 1: Find the meeting**
Call `granola-get-note` with `title.contains` set to `{note-title}`. If several match, list them and stop. If none, stop.
**Step 2: List attendees and invitees**
Call `granola-get-attendee` and `granola-get-invitee` with `note-id` set to the note `id`. Keep `name` and `email`.
**Step 3: Look each email up in DonorPerfect**
For each distinct `email`, call `donorperfect-get-donor` with `email`. If empty, call `donorperfect-get-address` with `email`. Record `donor-id`, `first-name`, `last-name`, `organization-name` and `donor-type` for hits.
**Step 4: Report**
Three tables: matched donors (name, email, donor-id, donor-type), people not found in DonorPerfect (name, email), and invitees who did not attend (email, and donor-id if matched). Add one line of counts.
**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:**
* An email that differs only by case counts as the same email.
* If a person has no email, list them as "no email, cannot match".
* If one email maps to several donors, list every donor-id and flag it.Who it's for
One answer, three teams that use it
Development directors
See which guests are already donors
Matched donors come with donor ID and type.
Which people at the Fabrikam Trust site visit are DonorPerfect donors?
Database managers
Catch emails tied to several donors
Shared emails are flagged with every ID, ready to clean up.
Match the Contoso Foundation board meeting people to DonorPerfect and flag shared emails.
Event coordinators
Find invited donors who did not come
Invitees who did not attend are listed for a follow-up.
Who was invited to the Northwind Foundation briefing but did not attend, and are they donors?
How it works
What PopdockAI does when you ask
You name the meeting and your AI assistant reconciles its participants with DonorPerfect. It changes no donor record.
01
Ask
You name the meeting.
02
Find
It locates the Granola note and stops if several match.
03
Match
It looks up each email in DonorPerfect and flags any email shared by several donors.
04
Report
You get tables of matched donors, people not found and invitees who did not attend.
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
donorperfect-get-donor
donorperfect-get-address
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
Known donors, new people and no-shows, sorted
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.

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