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One account view from Attio and Chorus
For sales reps who want the CRM record and recent calls for an account in one place, by asking their AI assistant for the company.
On this page
Connector
Connect Attio, pick your AI tool and paste the prompt.
The problem
Account calls start without the full conversation history
Preparing for an account call means opening the Attio company, its people and deals, then searching Chorus for calls and emails. Names are typed differently in each system, so conversations get missed and quiet deals go unnoticed.
Without PopdockAI
- Open the company, people and deals in Attio
- Search Chorus for calls and emails under several spellings
- Line up dates by hand to find the last conversation
- Miss the open deal nobody has spoken about
With PopdockAI
- The company is found in Attio, and it stops on an unclear match
- Chorus calls and emails are read for the same window
- It retries with the company domain and says which spelling matched
- Quiet deals and people on no call are called out
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Build a single account view for `{company-name}` combining the CRM record in Attio with recent conversations in Chorus, looking back `{lookback-days}` days (default 90).
**Step 1: Find the company in Attio**
Call `attio-get-record-companies` (Attio server) with `name.contains` set to the company name. If more than one company matches, list the matches (name, domains, record-id) and stop so the user can pick one. If none match, say so and stop.
**Step 2: Pull the CRM context**
With the chosen `record-id`, call `attio-get-record-people` (Attio) with `company` set to the company name, and `attio-get-record-deals` (Attio) with `associated-company` set to the company name. Note each deal's `deal-stage`, `deal-value` and `deal-owner`, and each person's `name`, `job-title` and `email-addresses`.
**Step 3: Pull the conversations from Chorus**
Call `chorus-get-engagements` (Chorus server) with `account-name` set to the Attio company `name`, and `date.from` set to the start of the lookback window. Then call `chorus-get-emails` (Chorus) with `account-name.contains` set to the same name and `sent-time.from` set to the same date. Chorus account names are typed separately from Attio, so if nothing returns, retry once with the primary entry from the Attio `domains` stripped of its suffix, and say which spelling matched.
**Step 4: Report**
Give: the company (name, domains, location), a table of deals, a table of people, then a dated list of calls and emails (date, subject, conversation-type, `meeting-summary` when present). Finish with three lines: last conversation date, number of Attio people who appear in no Chorus conversation, and any open deal with no conversation in the window.
**Rules & Guidelines:**
* `attio-*` tools are on the Attio server; `chorus-*` tools are on the Chorus server. Both must be connected.
* This prompt is read-only. Do not call any Attio add, update, upsert or delete tool, and do not call any Chorus add, update, create or export tool.
**Validation:**
* If Chorus returns nothing, report the account as present in Attio and absent from Chorus. Do not guess another account.
* If Attio returns nothing, stop; do not search Chorus alone.Who it's for
One answer, three teams that use it
Account executives
Prepare for account calls in one message
See the deals, the people and every recent call and email in one place, so you walk in knowing what was last said.
Show me the Attio account view for Contoso with Chorus calls and emails from the last 60 days.
Sales managers
Find open deals that have gone quiet
Open deals with no recent conversation are listed, so you can ask the owner about them before the quarter slips.
For Fabrikam, which open Attio deals have had no Chorus conversation in the last 45 days?
Customer success managers
See which contacts nobody is talking to
Attio people who appear on no call are called out, so you can widen the relationship before a renewal.
Which people at Northwind Traders in Attio have not been on a Chorus call in the last 120 days?
How it works
What PopdockAI does when you ask
You name a company and a look back window, and your AI assistant combines Attio and Chorus into one account view. It reads only and changes nothing in either system.
01
Ask
You name the company and how many days to look back.
02
Find
It finds the company in Attio and stops if there is no single match.
03
Gather
It pulls the people and deals, then the Chorus calls and emails.
04
Report
You get deals, people, a dated conversation list and three summary lines.
What PopdockAI provides
The tools behind the answer
Ready made tools for Attio and one secure connection to your AI tool. No code, no exports.
attio-get-record-companies
attio-get-record-people
attio-get-record-deals
chorus-get-engagements
chorus-get-emails
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.
The outcome
One account view with quiet deals called out
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
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