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Brief a Granola customer meeting with Nutshell contacts
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Cross-Connector

Know every attendee's Nutshell context before the meeting

For sales reps who want a Granola meeting matched to Nutshell contacts, companies, leads and tasks, just by asking their AI assistant.

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Brief a Granola customer meeting with Nutshell contacts
Brief me on the Contoso renewal review meeting in Granola. Who is attending and what do we have open in Nutshell for each of them?
4 people are on the Contoso renewal review, and 3 match Nutshell contacts. - Jordan Lee: Contoso, Operations Director, 1 open lead worth $18,000 - Ana Ruiz: Contoso, Finance Manager, 1 overdue task (send quote) - Sam Okoye: matched by name only, please confirm - Not in Nutshell: Casey Tran Shall I show the full detail for each person?
Granola
Sample figures. Your results come from your own account.
granola-get-note
granola-get-attendee
granola-get-invitee
nutshell-get-contact
nutshell-get-account
nutshell-get-lead
nutshell-get-task

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

Attendee context is spread across Nutshell searches

Before a customer meeting, you check who is attending, then search Nutshell for each person's company, open leads and tasks. Names are spelled differently across systems, and it is easy to miss someone.

Without PopdockAI

  • Check the meeting for attendees and invitees
  • Search Nutshell for each person
  • Open their company, leads and tasks
  • Miss people whose names are spelled differently

With PopdockAI

  • Attendees and invitees are combined and your own addresses dropped
  • Each is matched by email, with name matches stated
  • Company, leads and open tasks are shown per person
  • Read-only, and it stops if anything is ambiguous

The prompt

Use this prompt

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

Prompt
**Objective:** Prepare a brief for the Granola meeting titled `{note-title}` by matching its attendees and invitees to Nutshell contacts and summarising each one's company, leads and open tasks. Leads with a closed status are shown only when closed within the last {lookback-days} days (default 90); open leads are always shown.

**Step 1: Find the meeting in Granola**

Call `granola-get-note` with `title.contains` set to `{note-title}`. If more than one note matches, list them (title, scheduled-start, owner-name) and stop. If none match, say so and stop.

**Step 2: Get the people**

Call `granola-get-attendee` and `granola-get-invitee` with `note-id` set to the note `id`. Combine and de-duplicate by `email`. Ignore addresses on the note owner's own email domain unless the user asks otherwise.

**Step 3: Match each person to Nutshell**

For each person, call `nutshell-get-contact` with `name.contains` set to the person's `name` (if `name` is empty, use the part of `email` before the @). Keep a contact only if one of its `emails` equals the Granola `email` (ignore case); if none of the returned contacts carries that email but exactly one has the same full name, keep it and mark it "matched by name only". If several remain, list them and do not pick one. If there is no match, mark the person "not in Nutshell" and continue.

**Step 4: Pull context for each matched contact**

Take `company-id` and `id` from the contact. Call `nutshell-get-account` with `id` set to the `company-id`. Call `nutshell-get-lead` with `person-id` set to the contact `id`, and again with `company-id` set to the contact's `company-id`; de-duplicate by lead `id`. Call `nutshell-get-task` with `related-record-id` set to the contact `id`, keeping only tasks where `is-completed` is false.

**Step 5: Report**

Give the meeting title, date and `summary`, then one block per person: name, email, job-title, company name, owner, last-contacted, engagement-rating, leads (name, status, value, anticipated-close-time, confidence), and open tasks (title, due-time, is-overdue). End with the people not in Nutshell.

**Rules & Guidelines:**

* Granola tools (`granola-*`) read meetings; Nutshell tools (`nutshell-*`) read the CRM. Both servers must be connected.
* This is read-only. Never call `nutshell-delete-person`, `nutshell-delete-company`, `nutshell-delete-lead`, `nutshell-add-company`, `nutshell-add-person`, `nutshell-add-activity`, `nutshell-add-lead`, `nutshell-update-person`, `nutshell-update-lead`, `nutshell-update-company`.
* Meeting notes and transcripts are private to their owners and attendees. Only report content the tools returned for the signed-in user, and do not quote transcript text beyond what the report needs.
* Nutshell has no email filter on contacts: match on `name.contains`, then confirm by comparing the contact `emails` with the Granola `email`.
**Validation:**

* If the meeting has no attendees or invitees, report that and stop.
* If a contact has no `company-id`, skip the account and lead-by-company lookups for that person.
* If Granola and Nutshell disagree on a name spelling, show both.

Who it's for

One answer, three teams that use it

Account executives

See every attendee's deals before you meet

Each person's company, leads and open tasks in one block, so nothing catches you out.

Who is coming to the Fabrikam pricing meeting in Granola, and what leads and tasks do they have in Nutshell?

Account managers

Find outstanding tasks for a renewal

Open tasks per contact show what you still owe the customer before the meeting.

Brief me on the Northwind Traders renewal meeting with Nutshell leads closed in the last 90 days.

Sales managers

Join a rep's meeting fully briefed

One brief tells you who the attendees are and where their deals stand.

Brief me on the Contoso expansion meeting in Granola and flag anyone not in Nutshell.

How it works

What PopdockAI does when you ask

You name the Granola meeting and your AI assistant matches each person to Nutshell and gathers their context. Nothing in Nutshell is changed.

01

Ask

You name the Granola meeting and how far back to show closed leads.

Your AI tool

02

Match

It combines attendees and invitees and matches each to a Nutshell contact by email.

granola-get-note
granola-get-attendee
granola-get-invitee
nutshell-get-contact

03

Gather

It pulls each contact's company, leads and open tasks.

nutshell-get-account
nutshell-get-lead
nutshell-get-task

04

Report

You get one block per person, plus the people who are not in Nutshell.

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-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

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-invitee

Returns the people invited to each Granola meeting note, so you can compare invitations with attendance.
get-data

nutshell-get-contact

Returns Nutshell people (contacts) with their emails, phones and linked companies. Filter by name, email, owner and other fields.
get-data

nutshell-get-account

Returns Nutshell companies (accounts) with their contact details, owner and related fields. Filter by name, owner and other company fields.
get-data

nutshell-get-lead

Returns Nutshell leads (deals) with status, value, confidence, close date, owner and source. Filter by status, owner and dates.
get-data

nutshell-get-task

Returns Nutshell tasks with due dates, assignees and completion status. Filter by assignee and due date to find overdue work.
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

Know who is in the room and what is open

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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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