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Prepare TickTick donor call agenda with Bloomerang history
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Cross-Connector

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.

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Prepare TickTick donor call agenda with Bloomerang history
Prepare an agenda for my donor calls due in the next 3 days in TickTick, using Bloomerang for their history.
2 TickTick tasks name donors in the next 3 days, and 1 donor was not found in Bloomerang. - Call Dana Whitfield, due tomorrow: last gift $500 on 14 Sep by card - Last contact: Email on 2 Oct about the autumn appeal - Key note: Prefers a call before noon - Talking point: Thank her for the September gift - Call R. Alvarez: donor not found Shall I check Bloomerang for another spelling?
TickTick
Sample figures. Your results come from your own account.
ticktick-get-tasks
bloomerang-get-constituent
bloomerang-get-transaction
bloomerang-get-interaction
bloomerang-get-note

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

TickTick

TickTick
Run it on your own TickTick data.

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

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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.

Prompt
**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.

Your AI tool

02

Read

It collects open TickTick tasks due in that window that name a person.

ticktick-get-tasks

03

Enrich

It finds each donor in Bloomerang and reads recent gifts, contacts and notes.

bloomerang-get-constituent
bloomerang-get-transaction
bloomerang-get-interaction
bloomerang-get-note

04

Report

You get one block per task in due order with a suggested talking point.

Your AI tool

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.

get-data

ticktick-get-tasks

Returns open TickTick tasks with their project, due date, priority, status, assignee and tags. Filter by project, due date range or status.
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-interaction

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

bloomerang-get-note

Returns notes recorded against constituents in Bloomerang. Filter by constituent account or date range.
Read only.Nothing in TickTick 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

Every donor call starts with the history ready

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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.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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