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DonorClerk
All AI assistants

Grok + DonorClerk

Connect Grok to your donor database for reports and lookups, with approvals for every change.

What it can do

What Grok 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 Grok.

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

Custom connectors need a paid Grok plan.

  1. 1

    Go to grok.com/connectors, choose New Connector, then Custom.

  2. 2

    Paste your DonorClerk connector URL as the server URL.

  3. 3

    Sign in to DonorClerk when asked, then ask Grok about your donors.

Grok can’t show approval cards, so DonorClerk replies with a link to approve the change on donorclerk.com. Nothing is saved until you approve there. Grok’s own “allow this tool” prompt doesn’t count as approval.