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Reconcile Granola meeting gift mentions with Bloomerang
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Cross-Connector

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.

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Reconcile Granola meeting gift mentions with Bloomerang
Compare the gifts mentioned in the Northwind Foundation donor call with Bloomerang transactions for dana@northwindfoundation.example.
2 amounts mentioned: 1 matched, 1 not recorded. - Matched: pledged 5,000 at 12:40 by Dana, gift of 5,000 on 3 Oct by check - Not recorded: a further 2,500 mentioned at 31:15, no transaction found Want me to look further back than 90 days?
Granola
Sample figures. Your results come from your own account.
granola-get-note
granola-get-transcript
bloomerang-get-email-address
bloomerang-get-transaction

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Granola

Granola
Run it on your own Granola data.

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

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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.

Prompt
**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.

Your AI tool

02

Read

It finds the Granola note and picks out transcript lines that name a gift or pledge amount.

granola-get-note
granola-get-transcript

03

Compare

It finds the Bloomerang account and reads transactions from the 90 days before the meeting.

bloomerang-get-email-address
bloomerang-get-transaction

04

Report

You get each mention with the nearest transaction and a verdict.

Your AI tool

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.

get-data

granola-get-note

Returns Granola meeting notes with their summaries and metadata. Filter by date range, title or owner to find the meetings you need.
get-data

granola-get-transcript

Returns Granola transcript lines with speaker and timing for a meeting note.
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-transaction

Returns gift transactions from Bloomerang. Filter by date range, amount range, payment method, transaction number, or whether the gift has been refunded.
Read only.Nothing in Granola 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

What the donor said, checked against the books

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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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