---
schema_version: "1"
id: 686eadfa69cc3dd4ff674019f3b906eb8195291d841755b993464de046991aeb
title: Use the Donor Meeting Notes Subagent
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_fundraising_agent_donor_engagement_meeting_notes.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_agent_donor_engagement_meeting_notes.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: eafc0566467fe9a099ba0a2fbe32f7503f979dd323407c77eb57dc3ebfdf8850
description: After you set up the Donor Engagement Agent, gift officers can use the agent to create a record of their donor meetings.
products:
  - Education Cloud
release: "264"
---
# Use the Donor Meeting Notes Subagent

After you set up the Donor Engagement Agent, gift officers can use the agent to create a record of their donor meetings.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with: <strong>Enterprise</strong>, <strong>Unlimited</strong> and <strong>Developer</strong> Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on license, where Fundraising is enabled. Requires each user to have the Agentforce or Einstein add-on to access the actions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d107649e68">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d107649e68 ">To use the Donor Engagement Agent:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d107649e68 ">
            <p>Fundraising_User permission set group</p>
            <p>AND</p>
            <p>Agentforce For Fundraising Access
              permission set</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Prompt Template User</p>
          </td>

        </tr>
      </tbody>
    </table>

With the Donor Meeting Notes subagent, gift officers use an agent to capture, edit, and save notes from donor meetings as Interaction Summaries in Salesforce. The Donor Meeting Notes subagent contains the Prepare Donor Meeting Notes action.

Here are some examples of requests that a gift officer can use with the agent.

 
| Request Example | Result |
| --- | --- |
| I just met with \[donor name\] and discussed \[purpose of the meeting\]. \[highlights of the meeting\] | The agent confirms the correct donor account and then turns the provided raw notes, the donor account, and the current date into a structured interaction summary for the user’s review. |
| Save | Creates an interaction record with meeting date and type. Then creates an interaction summary that’s linked to the interaction record and to the donor’s account. |