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Walk into customer meetings knowing their open Freshdesk tickets
For sales and account teams who want a Freshdesk brief on every external attendee of a Granola meeting, by asking their AI assistant.
On this page
Connector
Connect Granola, pick your AI tool and paste the prompt.
The problem
Open escalations surprise you in customer meetings
Before a customer call, someone searches the help desk for each attendee to see what is open. It is slow, and people still walk in unaware of an open escalation or a poor satisfaction rating.
Without PopdockAI
- Check who is on the meeting
- Search Freshdesk for each attendee
- Read through open and recent tickets
- Look for satisfaction ratings separately
With PopdockAI
- External attendees are found and your own domain skipped
- Open and recently closed tickets are gathered per person
- Ratings with feedback are included
- Unknown attendees are listed, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Prepare a brief for the Granola meeting titled `{meeting-title}` using each external attendee's Freshdesk history, looking back `{lookback-days}` days (default 60).
**Step 1: Find the meeting**
Call `granola-get-note` (Granola server) with `title.contains` set to `{meeting-title}`. If more than one note matches, list them (id, title, scheduled-start) and stop. Keep `id`, `summary` and `organiser`.
**Step 2: Get the attendees**
Call `granola-get-attendee` (Granola server) with `note-id` set to that `id`. Keep each `email` and `name`. Skip addresses on the organiser's own domain.
**Step 3: Look each attendee up in Freshdesk**
For each remaining email call `freshdesk-get-contacts` (Freshdesk server) with `email`. Then call `freshdesk-get-tickets` (Freshdesk server) with `requester-id` set to the `contact-id` and `created-at.from` set to the start of the window. Then call `freshdesk-get-satisfaction-ratings` (Freshdesk server) with `user-id` set to the `contact-id`.
**Step 4: Report**
Per attendee: name, company, open tickets (id, subject, priority, status), tickets closed in the window, and any rating with feedback. Finish with up to 5 talking points, leading with open high-priority tickets and low ratings.
**Rules & Guidelines:**
* `granola-get-note` and `granola-get-attendee` are on the Granola server; `freshdesk-get-contacts`, `freshdesk-get-tickets` and `freshdesk-get-satisfaction-ratings` are on the Freshdesk server.
* Read-only. Do not call `freshdesk-add-ticket`, `freshdesk-update-ticket`, `freshdesk-add-ticket-note` or `freshdesk-reply-to-ticket`.
**Validation:**
* If an attendee has no Freshdesk contact, list them as not a known customer and continue.
* If the meeting has no attendees, fall back to `granola-get-invitee` (Granola server) with `note-id`.Who it's for
One answer, three teams that use it
Account managers
Walk into reviews knowing what is open
Open high priority tickets and low ratings come first, so you raise them before the customer does.
Brief me on Freshdesk tickets for the attendees of my Fabrikam account review meeting in Granola.
Customer success managers
Spot unhappy contacts before the call
Satisfaction ratings with feedback show who is frustrated and why.
For the Northwind Traders check-in in Granola, show each attendee's open tickets and ratings from the last 30 days.
Support team leads
Prepare for customer escalation calls
A brief per person lists open tickets and recent history, ready for the conversation.
What Freshdesk tickets are open for the people in tomorrow's Contoso escalation meeting?
How it works
What PopdockAI does when you ask
You name the Granola meeting and your AI assistant checks each external attendee in Freshdesk. It brings back tickets, ratings and talking points, and changes nothing.
01
Ask
You name the Granola meeting and how many days to look back.
02
Find
It finds the meeting and lists the external attendees.
03
Look up
It checks each attendee in Freshdesk for tickets and ratings.
04
Brief
You get a summary per person and up to five talking points.
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.
granola-get-note
granola-get-attendee
freshdesk-get-contacts
freshdesk-get-tickets
freshdesk-get-satisfaction-ratings
granola-get-invitee
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
No surprises from the help desk
Related use cases
More ways to put this data to work
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Granola meeting briefing
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Brief a Granola customer meeting with Nutshell contacts
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One prompt template with infinite possibilities.
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