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Build a call history for an Attio contact from Granola
For account teams who ask their AI assistant for the dated meetings and deals for one contact before they reach out.
On this page
Connector
Connect Attio, pick your AI tool and paste the prompt.
The problem
When did we last speak, and about what
Preparing for a contact means searching Granola and Attio separately, then piecing together when you last spoke and which deals are open. Calls get missed, and it is easy to pick the wrong person with a similar name.
Without PopdockAI
- Search Granola for meetings with the contact
- Find the person and their deals in Attio
- Line up dates and topics by hand
- Pick the wrong person with a similar name
With PopdockAI
- The person is found in Attio by email, and it stops on duplicates
- Granola meetings are matched on email, never name
- Calls are listed by date with a one line topic
- Deals and the last call date sit in the same reply
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Build a call history for the contact with email `{contact-email}`, covering Granola meetings from the last `{days-back}` days (default 90), alongside their Attio deals.
**Step 1: Attio contact**
Call `attio-get-record-people` (Attio server) with `email-addresses` set to `{contact-email}`. If nothing matches, say the person is not in Attio but continue with Granola. Note the person's name, job title, company and record id.
**Step 2: Attio deals**
If the person has a company, call `attio-get-record-deals` (Attio server) with `associated-company` set to that company name and list each deal's name, stage, value and owner.
**Step 3: Granola meetings**
Call `granola-get-attendee` (Granola server) with `email` set to `{contact-email}` and `note-created.from` set to the start of the window. For each note id returned, call `granola-get-note` (Granola server) with `id` set to it to get the title and date.
**Step 4: Report**
Contact header, then a dated list of calls with a one-line topic for each, then the deals. End with the date of the last call and any call that happened after a deal's latest stage change you can see.
**Rules & Guidelines:**
* `attio-get-record-people` and `attio-get-record-deals` are on the Attio server; `granola-get-attendee` and `granola-get-note` are on the Granola server.
* Read-only. Do not call `attio-update-person`, `attio-update-deal` or any add, upsert or delete tool.
**Validation:**
* If Granola has no meetings for the email, say so; do not guess from name matches.
* If more than one Attio person matches the email, list them and stop.Who it's for
One answer, three teams that use it
Customer success managers
Pick up where the last call left off
See every recorded call with its topic and the open deals, so the next conversation continues instead of restarting.
When did we last speak to alex@contoso.com, and what were the last few calls about?
Account executives
Prepare for a follow up in seconds
Get the dated call list and deal stage together before you dial.
Build a call history for priya@fabrikam.com from Granola for the last 6 months, with her Attio deals.
Account managers
Take over an account with context
When an account changes hands, see the calls and deals for each contact without reading every note.
Show me all Granola calls with tom@northwindtraders.com in the last year and his open deals.
How it works
What PopdockAI does when you ask
You give a contact's email and a window, and your AI assistant pairs their Granola meetings with their Attio deals. It changes nothing.
01
Ask
You give a contact's email and how many days back to look.
02
Find
It finds the person in Attio and stops if several people share that email.
03
Gather
It lists their deals and the Granola meetings recorded for that email.
04
Report
You get a dated call list with topics, the deals and the date of the last call.
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-people
attio-get-record-deals
granola-get-attendee
granola-get-note
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
A dated call history in one reply
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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