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See Drip engagement for every contact on an Attio deal
For sales reps who ask their AI assistant whether the people on a deal are in Drip, how engaged they are and who to follow up with.
On this page
Connector
Connect Attio, pick your AI tool and paste the prompt.
The problem
Deal calls start without knowing who is engaged
Before a deal call, a rep opens the deal in Attio, finds the company's contacts, then searches Drip for each one. It is slow, and an unsubscribed contact is easy to email by mistake.
Without PopdockAI
- Open the deal and find the company's contacts in Attio
- Search Drip for each contact one at a time
- Note status, lead score and campaigns by hand
- Email someone who has unsubscribed
With PopdockAI
- The deal is found, and it stops if several match
- Each contact at the company is looked up in Drip
- Status, lead score, tags and campaigns are shown per contact
- Unsubscribed contacts are flagged so they are not emailed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For the Attio deal {deal-name}, report whether its company's contacts are Drip subscribers and which Drip campaigns they are in.
**Step 1: Find the deal in Attio**
Call `attio-get-record-deals` with deal-name.contains set to {deal-name}. If more than one deal matches, list them (name, stage, owner, associated-company) and stop. Take the associated company from the match.
**Step 2: Find the contacts**
Call `attio-get-record-people` with company set to that associated company. Keep name, job-title and email-addresses.
**Step 3: Look each contact up in Drip**
For each contact with an email, call `drip-get-subscriber` with the email, then `drip-get-campaign-subscriber` with the same email to list campaign-name, campaign-status and status. Contacts Drip does not know are reported as not subscribed.
**Step 4: Report**
Deal summary (stage, value, owner), then one row per contact: name, job title, Drip status, lead-score, tags and campaigns. end with the highest lead-score contact as the best person to follow up with, and anyone unsubscribed.
**Rules & Guidelines:**
* Servers: `attio-*` tools are on the Attio server; `drip-*` tools are on the Drip server. Both servers must be connected.
* Every Drip tool takes a company parameter: pass {drip-account-id} when it is not empty, otherwise omit it.
* Match people between the systems on email address, compared case-insensitively. Names are only a hint.
* Read-only. Do NOT call any Attio add, update, upsert or delete tool, and do NOT call `drip-add-subscriber-to-campaign`, `drip-remove-subscriber-from-campaign`, `drip-add-subscriber-tag` or any other Drip write tool.
**Validation:**
* If the deal has no associated company or the company has no people, say so and stop.
* Flag unsubscribed contacts clearly; they must not be recommended for outreach by email.Who it's for
One answer, three teams that use it
Account executives
Find your most engaged contact on a deal
See lead scores and campaigns per contact, so you know who to call first and what they have read.
Who is most engaged in Drip on the Fabrikam expansion deal in Attio?
Sales managers
Check deal coverage before a forecast call
See whether the people on a deal are engaged or unsubscribed, to judge how warm the deal really is.
Show me Drip status and lead score for every contact on the Northwind Traders renewal deal.
Marketing managers
Keep nurture away from people who opted out
Unsubscribed contacts are flagged on every deal, so sales and marketing both avoid emailing them.
Are any contacts on the Contoso platform deal unsubscribed in Drip?
How it works
What PopdockAI does when you ask
You name an Attio deal and your AI assistant checks every contact on it in Drip. It reports only, and nothing is changed in either system.
01
Ask
You name an Attio deal.
02
Find
It finds the deal, stops if more than one matches, then reads the contacts at its company.
03
Check
It looks up each contact's email in Drip for status, lead score, tags and campaigns.
04
Report
You get a deal summary, a row per contact and the contact with the highest lead score.
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-deals
attio-get-record-people
drip-get-subscriber
drip-get-campaign-subscriber
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
Know who is engaged on every deal
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.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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