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Prepare donor calls with Bloomerang history ready
For fundraising teams who want each donor task in TickTick backed by Bloomerang giving and contact history, just by asking their AI assistant.
On this page
Connector
Connect TickTick, pick your AI tool and paste the prompt.
The problem
Donor calls that start without the donor's history
Before donor calls, staff read each TickTick task, then look up every donor in Bloomerang one at a time for gifts, contacts and notes. Prep is slow and uneven, and a call can go ahead without knowing the last gift or conversation.
Without PopdockAI
- Read through the week's call tasks in TickTick
- Look up each donor in Bloomerang one at a time
- Copy gifts, contacts and notes into a prep sheet
- Skip prep for the calls you run out of time for
With PopdockAI
- Open tasks due in the window that name a person are collected
- Each donor's recent gifts, contacts and notes are read from Bloomerang
- Donors not found or matched more than once are listed, never guessed
- One agenda in due order with talking points, 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:** Prepare an agenda for the TickTick tasks due in the next `{days-ahead}` days (default 3) that name a donor, with each donor's recent giving and contact history.
**Step 1: Read TickTick tasks**
Call `ticktick-get-tasks` (TickTick server) with `status` open and `due-date.to` set to today plus `{days-ahead}` days. If `{project-name}` is given, pass it as `project-name`. Keep tasks whose `title` names a person.
**Step 2: Enrich each donor from Bloomerang**
For each name, call `bloomerang-get-constituent` (Bloomerang server) with `full-name.contains`. If there is no unique match, list the task as "donor not found" and continue. For a match, take `id` and pass it as `account-id` to:
* `bloomerang-get-transaction`: the latest gifts (amount, date, method)
* `bloomerang-get-interaction`: the latest contacts (date, channel, subject)
* `bloomerang-get-note`: the latest notes
Use `max-records` 5 on each.
**Step 3: Report**
One block per task in due-date order: task title and due date, constituent name, account number, last gift, last contact, key notes, and a one-line suggested talking point.
**Rules & Guidelines:**
* TickTick tools are on the TickTick server and Bloomerang tools on the Bloomerang server.
* This prompt is read-only. Never call `ticktick-add-task`, `ticktick-update-task`, `ticktick-complete-task`, `ticktick-delete-task`, `ticktick-batch-tasks`, `ticktick-move-task`, `ticktick-add-comment` or `bloomerang-add-task`, `bloomerang-update-task`, `bloomerang-add-note`, `bloomerang-add-interaction`, `bloomerang-add-transaction`, `bloomerang-update-constituent`.
**Validation:**
* If no tasks are due, say so and stop.
* If a donor has no gifts or contacts, state that instead of leaving it blank.Who it's for
One answer, three teams that use it
Major gift officers
Walk into every call prepared
Get last gift, last contact and key notes for each donor you are calling, with a suggested talking point.
Build my donor call agenda for this week from TickTick with Bloomerang giving history.
Annual fund staff
Prep a batch of calls at once
One agenda in due date order covers a whole calling session, so prep takes minutes rather than an afternoon.
Prepare an agenda for tomorrow's TickTick calls in my Thank-a-thon project using Bloomerang.
Development directors
Make call prep consistent
Every caller works from the same history and talking points, so donors get a well informed conversation.
Give me a call agenda for donor tasks due in the next 5 days, with each donor's recent Bloomerang notes.
How it works
What PopdockAI does when you ask
You say how many days ahead to look, and your AI assistant builds a call agenda from TickTick tasks and Bloomerang history. It only reads, so neither system is changed.
01
Ask
You give how many days ahead to look and, optionally, a TickTick project.
02
Read
It collects open TickTick tasks due in that window that name a person.
03
Enrich
It finds each donor in Bloomerang and reads recent gifts, contacts and notes.
04
Report
You get one block per task in due order with a suggested talking point.
What PopdockAI provides
The tools behind the answer
Ready made tools for TickTick and one secure connection to your AI tool. No code, no exports.
ticktick-get-tasks
bloomerang-get-constituent
bloomerang-get-transaction
bloomerang-get-interaction
bloomerang-get-note
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
Every donor call starts with the history ready
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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