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DonorClerk
All AI assistants

ChatGPT + DonorClerk

Ask ChatGPT about your donors in plain English, and approve gifts, fixes and thank-you drafts right in the chat.

What it can do

What ChatGPT can do with DonorClerk.

Answer questions

Plain-English reports and lookups straight from your donor database.

Prepare gifts

Match cheques and payment exports to donors and suggest the fund and appeal.

Flag duplicates

Likely duplicate donors, with the reason and a link to your database’s merge screen.

Draft thank-yous

Personal drafts saved as donor notes after you approve. Nothing is emailed.

Setup

Connecting ChatGPT.

DonorClerk is added as a app. We’re in early access: members get the connector URL and these steps when we launch.

Until DonorClerk is listed in the ChatGPT app directory, it’s added as a custom app through developer mode, which depends on your ChatGPT plan.

  1. 1

    Open Settings → Apps and turn on developer mode under Advanced.

  2. 2

    Create an app named DonorClerk with your DonorClerk connector URL and choose OAuth for authentication.

  3. 3

    Start a chat, pick DonorClerk from the tools menu, and sign in to DonorClerk when asked.

Changes show up as an approval card right in ChatGPT. Nothing is saved until you approve.