Connectors

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Granola

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Brief a contact from Granola and Drip before a call
Report
Cross-Connector

Walk into calls knowing the meetings and the Drip history

For sales teams who want one brief from past Granola meetings and Drip campaigns, just by asking their AI assistant.

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Brief a contact from Granola and Drip before a call
Brief me on priya@northwindtraders.com before my 2pm call. Use her last three Granola meetings and what Drip has on her.
Priya is subscribed in Drip and you have met her twice, most recently on 3 Oct. - Meetings: 3 Oct on pricing options, 18 Sep on the onboarding timeline - Drip status: subscribed, lead score 42, tags webinar and pricing-page - Campaigns: Spring Product Launch (active) - Talking point: she raised pricing on the call and Drip tags her pricing-page Want a shorter version to read before the call?
Granola
Sample figures. Your results come from your own account.
granola-get-attendee
granola-get-note
drip-get-subscriber
drip-get-campaign-subscriber

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Granola

Granola
Run it on your own Granola data.

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

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The problem

You walk into calls with half the story

Getting ready for a call means paging through old meeting notes, then opening Drip to see their status, tags and campaigns. With the two kept apart, the context you walk in with is thin.

Without PopdockAI

  • Search Granola for past meetings with the person
  • Skim each summary for what was discussed
  • Look them up in Drip for status and tags
  • Check which campaigns they are in

With PopdockAI

  • Recent meetings come with title, date, owner and summary
  • Drip status, tags, lead score and campaigns are added
  • If one side has no match, the other is still reported
  • Read-only, nothing in Drip is changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Build a brief on the person with email `{email}`, covering their last `{max-meetings}` Granola meetings (default 5) and their Drip marketing state.

**Step 1: Meeting history (Granola server)**

Call `granola-get-attendee` with `email` set to `{email}`. Take the most recent `{max-meetings}` distinct `note-id` values by `note-created-at`. For each, call `granola-get-note` with `id` set to that `note-id` and take `title`, `scheduled-start`, `owner-name` and `summary`.

**Step 2: Drip profile (Drip server)**

Call `drip-get-subscriber` with `email` set to `{email}` and take `status`, `tags`, `lead-score` and `lifetime-value`. Then call `drip-get-campaign-subscriber` with `email` set to `{email}` and list each `campaign-name` with its `campaign-status` and the person's `status` in it.

**Step 3: Report**

Sections: Meetings (newest first, one line of summary each), Drip status (subscribed or not, tags, lead score), Campaigns (name and state), and Talking points: at most three observations that connect what was discussed with what Drip has sent or tagged.

**Rules & Guidelines:**

* `granola-get-attendee` and `granola-get-note` are on the Granola server; `drip-get-subscriber` and `drip-get-campaign-subscriber` are on the Drip server.
* Read-only. Do not call any Drip action tool.

**Validation:**

* If there are no Granola meetings for the email, say so but still report the Drip side.
* If Drip has no subscriber for the email, say "not in Drip" and still report the meetings.

Who it's for

One answer, three teams that use it

Account executives

Prepare for a call in one question

What was discussed last time and what marketing has sent since, in one brief with talking points.

Brief me on tom.reyes@fabrikam.com using his last two Granola meetings and his Drip history.

Customer success managers

Know what a customer has been sent

Campaigns and tags show what the customer has heard from marketing before you speak to them.

What has Drip sent dana@contoso.com, and what did we discuss in our last Granola meeting?

Sales development reps

Use lead score and tags in your opener

Lead score and tags alongside past meetings help you tailor the first minutes of a call.

Give me a quick brief on priya@northwindtraders.com with her Drip lead score and our last meeting.

How it works

What PopdockAI does when you ask

You give an email address and your AI assistant combines the person's recent Granola meetings with their Drip history. It only reads from both systems.

01

Ask

You give an email address and how many recent meetings to include.

Your AI tool

02

Read

It pulls the latest Granola meetings with that person, with date, owner and summary.

granola-get-attendee
granola-get-note

03

Check

It looks up their Drip subscriber status, tags, lead score and campaigns.

drip-get-subscriber
drip-get-campaign-subscriber

04

Report

You get meetings, Drip status, campaigns and up to three talking points.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

granola-get-attendee

Returns the people who attended each Granola meeting note, so you can see who was actually in the room.
get-data

granola-get-note

Returns Granola meeting notes with their summaries and metadata. Filter by date range, title or owner to find the meetings you need.
get-data

drip-get-subscriber

Returns Drip people (subscribers) with name, email, location, tags, status, GDPR consent, lead score and lifetime value. Filter by exact email, email domain, tag, status, country, minimum lead score, minimum lifetime value or date added.
get-data

drip-get-campaign-subscriber

Returns the people subscribed to each Drip email series campaign, with the campaign's status and the person's tags and lead score. Filter by campaign id or name, a person's email, subscriber status or minimum lead score.
Read only.Nothing in Granola 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

Start every call with the full picture

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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.

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