Connectors

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Chorus

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Add Chorus call participants as Teamwork.com contacts
Write
Cross-Connector

Set up client contacts in Teamwork.com from your Chorus calls

For project teams who want client people from recent calls added under the right Teamwork.com company, with no invites sent, by asking their AI assistant.

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Add Chorus call participants as Teamwork.com contacts
Add the Fabrikam people from our Chorus calls in the last 90 days to their company in Teamwork.com.
Fabrikam has 3 call participants who are not in Teamwork.com yet. - Jordan Lee, Project Sponsor, 4 calls - Alex Morgan, IT Lead, 2 calls - Check name: rjchen@fabrikam.com does not split cleanly into first and last names They will be added as contacts under Fabrikam with no invite. Shall I go ahead?
Chorus
Sample figures. Your results come from your own account.
teamwork-com-get-companies
chorus-get-engagements
chorus-get-conversation-participants
teamwork-com-get-people
teamwork-com-create-person

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Chorus

Chorus
Run it on your own Chorus data.

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

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The problem

Client contacts typed in by hand, or invited by mistake

Client people who join your calls often need to be in Teamwork.com so delivery can work with them, but adding them means checking each email and typing details in. Add someone the wrong way and they may get an invite they should never see.

Without PopdockAI

  • Find the client company in Teamwork.com
  • Collect outside people from the client's calls
  • Check each email against existing people
  • Risk sending an invite or admin rights

With PopdockAI

  • The client company is found and its calls read
  • Colleagues and existing people are dropped
  • You confirm, edit or drop each person first
  • Contacts are added with no invite and no admin rights

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 client `{account-name}`, find the external people who took part in Chorus calls over the last `{lookback-days}` days (default 90) and are not yet in Teamwork, then add them as contacts under the client's Teamwork company after the user confirms.

**Step 1: Find the client company in Teamwork**

Call `teamwork-get-companies` with `name.contains` set to `{account-name}`. If several match, list them and ask. If none match, stop and say the company must exist in Teamwork first.

**Step 2: Collect the call participants in Chorus**

Call `chorus-get-engagements` with `account-name.contains` set to `{account-name}` and `date.from` set to today minus the lookback. For each `conversation-id`, call `chorus-get-conversation-participants` with that id. Keep participants who are external (no Chorus `user-id`, or a `company-name` other than your own) and who have an `email`. De-duplicate by email.

**Step 3: Check who Teamwork already has**

For each email, call `teamwork-get-people` with `email` set to it. Drop anyone who comes back. Compare emails case-insensitively.

**Step 4: Confirm**

Show the missing people: first name, last name (split from the Chorus `name`; if it cannot be split cleanly, show it and ask), email, title and the number of calls they joined. Ask the user to confirm, edit or drop. Do not write until they confirm.

**Step 5: Write and confirm**

For each confirmed person call `teamwork-create-person` once with `first-name`, `last-name`, `email`, `title`, `company-id` from Step 1, `user-type` set to contact and `send-invite` false. Report each returned `id`.

**Rules & Guidelines:**

* `chorus-get-engagements` and `chorus-get-conversation-participants` are on the chorus server. `teamwork-get-companies`, `teamwork-get-people` and `teamwork-create-person` are on the teamwork server.
* `teamwork-create-person` is the only tool that may write, and only after confirmation. Never set `administrator` or `send-invite` to true. Do not call `teamwork-update-person`, `teamwork-create-company` or any chorus write tool.
* Never add your own colleagues; anyone whose email domain matches a Chorus user's is internal.

**Validation:**

* If no calls are found for the client, say so and stop.
* If every participant is already in Teamwork, say so and stop without writing.

Who it's for

One answer, three teams that use it

Project managers

Have client contacts ready for delivery

The people you will work with are in Teamwork.com under their company before the project starts.

Add the Contoso people from our Chorus calls in the last 60 days to Teamwork.com.

Account managers

Hand over clients to delivery

Everyone from the sales calls becomes a contact the delivery team can see.

Set up the Northwind Traders call attendees as contacts in Teamwork.com before kickoff.

Operations managers

Add contacts without accidental invites

People are added as contacts only, never as administrators and without an invite email.

Add Fabrikam call participants from this quarter to Teamwork.com as contacts, with no invites.

How it works

What PopdockAI does when you ask

You name the client and your AI assistant prepares the people to add in Teamwork.com. Names that do not split cleanly are shown to you before anything is written.

01

Ask

You name the client and how far back to look.

Your AI tool

02

Find

It finds the client company in Teamwork.com and gathers outside people from its calls.

teamwork-com-get-companies
chorus-get-engagements
chorus-get-conversation-participants

03

Check

It drops colleagues and anyone Teamwork.com already has.

teamwork-com-get-people

04

Confirm

You confirm, edit or drop each person before they are added as contacts.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Chorus and one secure connection to your AI tool. No code, no exports.

get-data

teamwork-com-get-companies

Returns client and owner companies from Teamwork.com with contact details and project counts. Filter by country code, industry, company ID, status, city, name and state.
get-data

chorus-get-engagements

Returns recorded calls and meetings from Chorus, with the subject, date, duration, participants and the account each conversation relates to. Filter by date range, owner or account to pull the conversations behind a deal or a period.
get-data

chorus-get-conversation-participants

Returns the people who took part in Chorus conversations, with their name, email, title and company. Use it to see who was on a call, and which side they were on.
get-data

teamwork-com-get-people

Returns people (users) from Teamwork.com with their company, role, rates and contact details. Filter by email, type, name, company ID, person ID, last name, role name and company name.
run-action

teamwork-com-create-person

Adds a person (user, collaborator or contact) to Teamwork.com. Needs the last name, email and first name. Can also set company ID, administrator, title, mobile phone, send invite and user type.
Read only.Nothing in Chorus 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

Client contacts set up under the right company

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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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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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