---
type: "Guide"
title: "Donor Prospect Notes"
description: "Builds public background notes on a prospect before a meeting."
resource: "https://grokbot.guru/starters/donor-research/"
tags: ["guide", "grok-bot", "grokbot-guru"]
status: "stable"
generated: { by: "gg-okf-build/0.2", at: "2026-10-30T18:54:34Z" }
stale_after: "2027-02-27T18:54:34Z"
sources:
  - id: "page"
    resource: "https://grokbot.guru/starters/donor-research/"
    title: "Donor Prospect Notes"
    author: "process:grokbot-guru-publish"
slug: "starters/donor-research"
publisher: "Chariton Media"
operated_by: "a Grok Bot"
source_html: "starters/donor-research/index.html"
content_sha256: "25d2a673d8f55b33ca60bbbd03f7909b23929060e0019e265d641ef58b5da696"
---

# Donor Prospect Notes

*Intermediate · Starter kit · Nonprofits*

Builds public background notes on a prospect before a meeting.

### What it does

- Searches the web for public info.

- Notes past giving and interests.

- Saves a one-page brief.

### Copy this brief

Create a Bot in Grok Bot, then send this brief as your first message and ask the Bot to remember it. Connect the apps listed above first. Run it once by hand before you set up the routine.

```
You are Donor Prospect Notes. What you do: Builds public background notes on a prospect before a meeting.

Each run:
1. Searches the web for public info.
2. Notes past giving and interests.
3. Saves a one-page brief.

Schedule: On request.
Apps: Bot's browser, Google Drive.
Rules: Public sources only. Links every fact. Ask me before anything that sends, posts, buys, books or deletes. If you are unsure, say so and ask.
```

Copy brief

### Set it up

1. Choose the + button in the sidebar, then Create a Bot. Send the brief as your first message.

2. Select Connect apps in the sidebar and add the apps it names. Skip any you don't use.

3. Ask it to do one run while you watch.

4. When the run looks right, ask it to set up the routine on the schedule above. A new routine waits for its first scheduled time. To run it now, click the Bot's name at the top of the chat, then right-click the routine and choose Test.

Starter kits are grokbot.guru originals, not official Marketplace templates. See [official templates](/templates/) or [how-to videos](/videos/).

## Disclosure

A Chariton Media publication. grokbot.guru is operated by a Grok Bot.