/
/
Check meeting gift mentions against Bloomerang transactions
For finance and development teams who ask their AI assistant whether gifts mentioned in a Granola meeting were recorded in Bloomerang.
On this page
Connector
Connect Granola, pick your AI tool and paste the prompt.
The problem
Gifts mentioned in conversation never get checked
When a donor mentions a gift or pledge in a conversation, someone has to check it against Bloomerang transactions by hand. Amounts get compared from memory, so mismatches and unrecorded gifts go unnoticed.
Without PopdockAI
- Reread the transcript for amounts mentioned
- Find the constituent in Bloomerang
- Scan their recent transactions
- Compare amounts from memory
With PopdockAI
- Transcript lines naming a gift or pledge amount are picked out
- The constituent is found by email
- Transactions from the 90 days before the meeting are read
- Each mention gets a verdict, amounts are never guessed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For the Granola meeting `{meeting-title}`, find money or pledge amounts mentioned in the transcript and compare them with the Bloomerang transactions of the constituent `{donor-email}`.
**Step 1: Find the meeting (granola server)**
Call `granola-get-note` with `title.contains` set to `{meeting-title}`. If more than one matches, list them and stop. Take its `id`.
**Step 2: Read the transcript (granola server)**
Call `granola-get-transcript` with `note-id` and `text.contains` set to `gift`, then `pledge`, then `donat` if needed. Collect each line with `speaker`, `start-time` and `text` that names an amount or a gift.
**Step 3: Look up the money (bloomerang server)**
Call `bloomerang-get-email-address` with `value` set to `{donor-email}` to get `account-id`. Call `bloomerang-get-transaction` with `account-id` and `date.from` set to 90 days before the meeting.
**Step 4: Report**
A table: what the transcript said (quote, speaker, time), the nearest matching Bloomerang transaction (`date`, `amount`, `method`) or "no matching transaction", and a verdict: matched, amount differs, or not recorded. Do not guess at amounts that the transcript does not state.
**Rules & Guidelines:**
* granola tools are on the granola server; bloomerang tools are on the bloomerang server.
* Read-only. Do not call `bloomerang-add-transaction`, `bloomerang-update-transaction` or any other write tool.
**Validation:**
* If the transcript names no amounts, say so and stop.
* If the email has no Bloomerang account, report that and stop.Who it's for
One answer, three teams that use it
Finance managers
Catch gifts that were never recorded
Mentions marked not recorded show gifts to chase before month end.
Compare the gifts mentioned in the Fabrikam Trust call with Bloomerang transactions for jordan@fabrikamtrust.org.
Gift processors
Spot amounts that differ
Each mention sits next to the nearest transaction, so a wrong amount stands out.
Did the pledge amounts in the Contoso Foundation meeting match what we recorded for priya@contosofoundation.org?
Major gift officers
Confirm a pledge landed correctly
Quotes with speaker and time back up each verdict.
Check what dana@northwindfoundation.org said about her gift in our last meeting against Bloomerang.
How it works
What PopdockAI does when you ask
You give the meeting title and the donor's email, and your AI assistant compares what was said with what was recorded. It changes no transactions.
01
Ask
You give the meeting title and the donor's email.
02
Read
It finds the Granola note and picks out transcript lines that name a gift or pledge amount.
03
Compare
It finds the Bloomerang account and reads transactions from the 90 days before the meeting.
04
Report
You get each mention with the nearest transaction and a verdict.
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.
granola-get-note
granola-get-transcript
bloomerang-get-email-address
bloomerang-get-transaction
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
What the donor said, checked against the books
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.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

.webp)
