Connectors

/

Granola

/

Match Granola meeting people to DonorPerfect donors
Report
Cross-Connector

Know which meeting participants are already donors

For nonprofit teams who ask their AI assistant to check a Granola meeting's people against DonorPerfect.

Try PopdockAI free
Get a live demo
Match Granola meeting people to DonorPerfect donors
Reconcile the people on the Northwind Foundation board briefing with our DonorPerfect donors.
7 people checked: 4 matched donors, 2 not found, 1 invited but absent. - Matched: Dana Whitfield, donor 10482, Individual - Matched: Lee Ortega, donor 10517, Individual - Not found: priya@northwindfoundation.example - Absent: Sam Patel, donor 10230 Want the full list of all 7 people?
Granola
Sample figures. Your results come from your own account.
granola-get-note
granola-get-attendee
granola-get-invitee
donorperfect-get-donor
donorperfect-get-address

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.

Try PopdockAI free

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.

Prompt
**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.

Your AI tool

02

Find

It locates the Granola note and stops if several match.

granola-get-note

03

Match

It looks up each email in DonorPerfect and flags any email shared by several donors.

granola-get-attendee
granola-get-invitee
donorperfect-get-donor
donorperfect-get-address

04

Report

You get tables of matched donors, people not found and invitees who did not attend.

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

donorperfect-get-donor

Returns donor records from DonorPerfect: names, salutations, contact details, donor type and status, and the codes used to segment them. The starting point for almost any DonorPerfect question.
get-data

donorperfect-get-address

Returns the additional address records held against donors in DonorPerfect, including address type, seasonal date ranges and which address is currently in use.
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

Known donors, new people and no-shows, sorted

Try PopdockAI free
Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

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.

Try PopdockAI Free
See Documentation