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Brief a OnePageCRM contact with their Granola meetings
For sales reps who want a one page brief of CRM deals, actions and past meetings, just by asking their AI assistant.
On this page
Connector
Connect OnePageCRM, pick your AI tool and paste the prompt.
The problem
Open items lost between CRM and meeting notes
Preparing for a call means opening the CRM for the contact's deals, actions and notes, then hunting through old meeting notes for what was said. Open items get missed when the two sit in separate tabs.
Without PopdockAI
- Open the contact's deals and actions in OnePageCRM
- Read their notes
- Search old Granola meetings for what was said
- Miss an unresolved item
With PopdockAI
- The contact's deals, pending actions and notes are read
- Past Granola meeting summaries are added, newest first
- Transcripts are used only when a summary is empty
- Talking points come from unresolved items, and nothing changes
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 briefing for the next conversation with the contact whose email is `{contact-email}`, combining OnePageCRM context with what was said in past Granola meetings. Include at most `{max-meetings}` past meetings (default 5).
**Step 1: Read the CRM record (onepagecrm server)**
Call `onepagecrm-get-contact` with `email` set to `{contact-email}`. If none match, say the contact is not in the CRM and continue with Granola only. If several match, list them and stop.
**Step 2: CRM context (onepagecrm server)**
With the contact id, call `onepagecrm-get-deal` with `contact-id`, `onepagecrm-get-action` with `contact-id`, and `onepagecrm-get-note` with `contact-id`. Keep open deals and actions that are not done.
**Step 3: Past meetings (granola server)**
Call `granola-get-attendee` with `email` set to `{contact-email}` to get the note ids of meetings they attended. Call `granola-get-note` with `id` set to each note id, newest first, up to `{max-meetings}`. Use the summary field. Only call `granola-get-transcript` for a meeting when the summary is empty, and then use `note-id` and `max-records` 30.
**Step 4: Report**
Sections: Who they are (name, company-name, job-title, status); Open deals (name, amount, stage, expected-close-date); Open actions; Recent meetings (date, title, 2 to 3 bullet summary); Suggested talking points drawn from unresolved items.
**Rules & Guidelines:**
* `granola-get-attendee`, `granola-get-note` and `granola-get-transcript` are on the granola server. `onepagecrm-get-contact`, `onepagecrm-get-deal`, `onepagecrm-get-action` and `onepagecrm-get-note` are on the onepagecrm server.
* Read-only. Never call any onepagecrm add, update or delete tool.
**Validation:**
* If Granola has no meetings for the email, say so and still report the CRM side.
* Quote nothing from a transcript that is not in the returned text.Who it's for
One answer, three teams that use it
Sales reps
Pick up where the last meeting left off
Past meeting summaries and open actions in one brief, so you start where you stopped.
Brief me on priya@contoso.com with her last two Granola meetings.
Account managers
Prepare for renewal calls
Open deals, pending actions and past discussions give you the full story before a renewal.
Prepare a brief on dana@fabrikam.com from OnePageCRM and our last four Granola meetings.
Founders
Walk into investor or partner calls ready
Even when the contact is not in the CRM, past meetings are still summarised.
Brief me on sam@northwindtraders.com using Granola meetings, even if he is not in OnePageCRM.
How it works
What PopdockAI does when you ask
You give the contact's email, and your AI assistant combines OnePageCRM history with past Granola meetings into one brief. It only reads.
01
Ask
You give the contact's email and how many past meetings to include.
02
Read the CRM
It finds the contact in OnePageCRM and gathers open deals, pending actions and notes.
03
Read meetings
It adds summaries of their past Granola meetings, newest first.
04
Report
You get a one page brief with talking points from unresolved items.
What PopdockAI provides
The tools behind the answer
Ready made tools for OnePageCRM and one secure connection to your AI tool. No code, no exports.
onepagecrm-get-contact
onepagecrm-get-deal
onepagecrm-get-action
onepagecrm-get-note
granola-get-attendee
granola-get-note
granola-get-transcript
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 the deals, actions and past discussions
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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