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Prepare for a Bloomerang donor call with Chorus history
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Cross-Connector

Prep donor calls with Bloomerang giving and Chorus history together

For fundraisers who want a donor's giving, open tasks and past Chorus conversations merged into one briefing by their AI assistant.

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Prepare for a Bloomerang donor call with Chorus history
Prep me for a call with jordan.lee@contoso.com, looking back 180 days.
Jordan Lee, Contoso, active donor with a high engagement score. - Giving: 3 gifts totaling 4,500, latest 1,500 on August 30 - Open task: send the impact report, due October 12 - Last call: September 22 with Sam Patel, discussed a matching gift - Gap: 2 Chorus calls have no Bloomerang interaction Want the full merged timeline?
Bloomerang
Sample figures. Your results come from your own account.
bloomerang-get-email-address
bloomerang-get-constituent
bloomerang-get-transaction
bloomerang-get-task
bloomerang-get-interaction
chorus-get-conversation-participants
chorus-get-engagements
chorus-get-emails

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Bloomerang

Bloomerang
Run it on your own Bloomerang data.

Connect Bloomerang, pick your AI tool and paste the prompt.

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The problem

Past calls in Chorus never made it into Bloomerang

Before calling a donor you want their Bloomerang giving and tasks beside what was said on past Chorus calls and emails. Switching systems and lining up dates takes time, and conversations never logged in Bloomerang stay invisible.

Without PopdockAI

  • Open the donor in Bloomerang for gifts and tasks
  • Search Chorus for calls and emails with them
  • Line up dates by hand
  • Miss conversations that were never logged

With PopdockAI

  • The Bloomerang profile, gifts, open tasks and interactions are read
  • Recent Chorus calls, meetings and emails are gathered
  • A merged timeline is marked by source
  • Chorus conversations with no Bloomerang entry are listed, nothing 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:** Prepare a briefing on the donor with email address `{donor-email}` that combines their Bloomerang record with their recent Chorus conversations, looking back `{lookback-days}` days (default 180).

**Step 1: Find the constituent in Bloomerang**

Call `bloomerang-get-email-address` with `value` set to `{donor-email}`. Take `account-id` from the result. If nothing comes back, call `bloomerang-get-constituent` with `primary-email` set to `{donor-email}` and use its `id` as the account id. If that also returns nothing, say the donor is not in Bloomerang, skip to Step 3 and report the Chorus history only. If more than one account id comes back, list the matches with their names and stop.

**Step 2: Read their Bloomerang record**

* `bloomerang-get-constituent` with `id` set to the account id: name, status, employer, engagement score, primary address and phone.
* `bloomerang-get-transaction` with `account-id` set to the account id and `date.from` set to the start of the lookback window: every gift in the window, excluding any where `refunded` is true.
* `bloomerang-get-task` with `account-id` set to the account id and `status` Open: outstanding follow-ups.
* `bloomerang-get-interaction` with `account-id` set to the account id and `date.from` set to the start of the window: logged touchpoints.

**Step 3: Read their Chorus history**

* Call `chorus-get-conversation-participants` with `email` set to `{donor-email}`. Collect the distinct `conversation-id` values.
* For each conversation id (at most 10, newest first), call `chorus-get-engagements` with `conversation-id`. Keep only conversations whose `date` falls inside the window. Note `date`, `subject`, `user-name` (who from your side led it), `duration` and `meeting-summary`.
* Call `chorus-get-emails` with `initiator-email` set to `{donor-email}` and `sent-time.from` set to the start of the window: emails the donor sent.

**Step 4: Report**

1. **Who they are**: name, status, employer, engagement score, location.
2. **Giving in the window**: count, total, most recent gift (date, amount), largest gift.
3. **Open tasks**: subject, due date, purpose.
4. **Conversation timeline**: one line per Chorus call or meeting, Chorus email, and Bloomerang interaction, merged and sorted newest first, each marked with its source (Chorus or Bloomerang).
5. **What was discussed**: three to five bullets drawn from the Chorus meeting summaries.
6. **Gaps**: Chorus conversations with no Bloomerang interaction on the same date.

**Rules & Guidelines:**

* Tools whose names start with chorus are on the chorus server; tools whose names start with bloomerang are on the bloomerang server.
* This prompt is read-only. Do not call `bloomerang-add-interaction`, `bloomerang-add-task`, `bloomerang-add-note`, `bloomerang-update-constituent` or any other Bloomerang add or update tool, and do not call `chorus-add-moment`, `chorus-create-playlist` or any other Chorus action.
* Chorus dates carry a time; compare them to Bloomerang dates by calendar day only.

**Validation:**

* If both sides return nothing, say that no record of `{donor-email}` exists in either system and stop.
* Match email addresses case-insensitively. Do not guess a constituent from a name when the email does not match; say the match failed instead.

Who it's for

One answer, three teams that use it

Major gift officers

Remember what was said last time

Key points from past call summaries sit next to giving and open tasks.

Prep me for a call with alex.kim@fabrikam.org, looking back 90 days.

Development managers

Find conversations nobody logged

Chorus calls with no Bloomerang entry show where the CRM history is incomplete.

Which Chorus conversations with sam.patel@contoso.org are not logged in Bloomerang?

Executive directors

Step into a relationship quickly

A merged timeline brings you up to speed on a donor someone else has been managing.

Brief me on maria@northwindtraders.org from Bloomerang and Chorus for the last year.

How it works

What PopdockAI does when you ask

You give the donor's email and your AI assistant combines Bloomerang and Chorus into one briefing. It never guesses a constituent from a name when the email does not match.

01

Ask

You give the donor's email and how far back to look.

Your AI tool

02

Read

It reads the Bloomerang profile, gifts, open tasks and interactions.

bloomerang-get-email-address
bloomerang-get-constituent
bloomerang-get-transaction
bloomerang-get-task
bloomerang-get-interaction

03

Gather

It collects recent Chorus calls, meetings and emails.

chorus-get-conversation-participants
chorus-get-engagements
chorus-get-emails

04

Report

You get a briefing, a merged timeline and the logging gaps.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Bloomerang and one secure connection to your AI tool. No code, no exports.

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.
get-data

bloomerang-get-transaction

Returns gift transactions from Bloomerang. Filter by date range, amount range, payment method, transaction number, or whether the gift has been refunded.
get-data

bloomerang-get-task

Returns tasks from Bloomerang, the follow up work assigned against constituents. Filter by due date range, status, channel, purpose or subject.
get-data

bloomerang-get-interaction

Returns logged interactions with constituents in Bloomerang: calls, emails, meetings and mailings. Filter by date range, channel, purpose or subject.
get-data

chorus-get-conversation-participants

Returns the people who took part in Chorus conversations, with their name, email, title and company. Use it to see who was on a call, and which side they were on.
get-data

chorus-get-engagements

Returns recorded calls and meetings from Chorus, with the subject, date, duration, participants and the account each conversation relates to. Filter by date range, owner or account to pull the conversations behind a deal or a period.
get-data

chorus-get-emails

Returns emails captured by Chorus, including the subject, body, sender, owner, account and sent time. Filter by account or date range to read the written trail alongside the calls.
Read only.Nothing in Bloomerang 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

Fully briefed on every donor call

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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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