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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.
On this page
Connector
Connect Bloomerang, pick your AI tool and paste the prompt.
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.
**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.
02
Read
It reads the Bloomerang profile, gifts, open tasks and interactions.
03
Gather
It collects recent Chorus calls, meetings and emails.
04
Report
You get a briefing, a merged timeline and the logging gaps.
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.
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
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
Fully briefed on every donor call
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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