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Build an Attio contact call history from Granola
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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.

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Build an Attio contact call history from Granola
Build a call history for dana@northwindtraders.com from the last 90 days.
Dana Whitfield, Operations Lead at Northwind Traders, had 3 Granola calls in the last 90 days and 1 deal in Attio. - 12 Sep: Intro call, scope and timelines - 30 Sep: Pricing review - 14 Oct: Security questions, the last call - Deal: Northwind Expansion, Proposal stage, 18,000, owner Sam Patel Want me to check another contact?
Attio
Sample figures. Your results come from your own account.
attio-get-record-people
attio-get-record-deals
granola-get-attendee
granola-get-note

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Attio

Attio
Run it on your own Attio data.

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

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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.

Prompt
**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.

Your AI tool

02

Find

It finds the person in Attio and stops if several people share that email.

attio-get-record-people

03

Gather

It lists their deals and the Granola meetings recorded for that email.

attio-get-record-deals
granola-get-attendee
granola-get-note

04

Report

You get a dated call list with topics, the deals and the date of the last call.

Your AI tool

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.

get-data

attio-get-record-people

Returns people from Attio CRM. Read-only; filter by the fields the tool offers.
get-data

attio-get-record-deals

Returns deals from Attio CRM. Read-only; filter by the fields the tool offers.
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.
Read only.Nothing in Attio 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

A dated call history in one reply

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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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