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Brief yourself on a Business Central customer before a call
For sales teams who want account, pipeline and task context in one place, just by asking their AI assistant.
On this page
Connector
Connect TickTick, pick your AI tool and paste the prompt.
The problem
Call prep means five screens and a task search
Before a customer call you check the balance and open invoices in Business Central, read the notes and look at opportunities, then search your task list for anything that mentions them. Stitching it together by hand takes time and misses things.
Without PopdockAI
- Look up the balance and open invoices in Business Central
- Read the internal notes and open opportunities
- Search TickTick for tasks that mention the customer
- Go into the call having missed something
With PopdockAI
- The customer is found, stopping if nothing matches
- Invoices, notes and opportunities are read in one pass
- Open and recently completed TickTick tasks are added
- Empty sections show as none found, and nothing is written
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Produce a briefing for customer `{customer-number}` in company `{company}`, combining their Business Central account position with the open and recent TickTick work that mentions them.
**Step 1: Identify the customer (Business Central)**
Call `business-central-get-customer` with `company` set to `{company}` and `customer-number` set to `{customer-number}`. If nothing matches, report that and stop. Keep name, balance, balance-due, city and salesperson-code.
**Step 2: Account position (Business Central)**
Call `business-central-get-posted-sales-invoice` with `sell-to-customer-number` set to the customer number and `remaining-amount.min` set to 0.01 for open invoices. Call `business-central-get-customer-comment` with `customer-number` to read internal notes. Call `business-central-get-opportunity` with `contact-company-name` set to the customer name for open opportunities.
**Step 3: Related work (TickTick)**
Call `ticktick-get-tasks` with `title.contains` set to the customer name and `status` set to open, then again with `title.contains` set to the customer number. De-duplicate by task id. Call `ticktick-get-completed-tasks` with `title.contains` set to the customer name and `completed-time.from` set to `{lookback-days}` days ago (default 30).
**Step 4: Report**
Sections: Account (balance, balance due, open invoices with due dates), Notes (latest comments), Pipeline (open opportunities), Open tasks (title, due date, priority), Recently completed tasks. End with up to three suggested next actions.
**Rules & Guidelines:**
* `business-central-get-customer`, `business-central-get-posted-sales-invoice`, `business-central-get-customer-comment` and `business-central-get-opportunity` are on the business-central server. `ticktick-get-tasks` and `ticktick-get-completed-tasks` are on the TickTick server.
* This prompt is read-only. Never call `ticktick-add-task`, `ticktick-update-task` or any Business Central create or update tool.
**Validation:**
* Task matching is by name or number text, so say that matches may be incomplete.
* If a section has no data, write "none found" rather than omitting it.Who it's for
One answer, three teams that use it
Account managers
Walk into the call prepared
Get the balance, notes, pipeline and open tasks for a customer in one briefing, with up to three suggested next actions.
Give me a briefing on Business Central customer C10000 in CRONUS with any TickTick tasks about them.
Sales reps
See open opportunities and follow-ups together
Pipeline from Business Central sits next to your own follow-up tasks, so nothing you promised is forgotten.
Brief me on customer C00030 before tomorrow's meeting, including open opportunities and my TickTick follow-ups.
Credit controllers
Check the account before a payment call
Open invoices and internal notes are in front of you, along with any collection tasks already in TickTick.
What does customer C00050 owe in Business Central, and do I have any TickTick tasks open for them?
How it works
What PopdockAI does when you ask
You give the customer number and company, and your AI assistant builds a one-page briefing. It is read-only and says when task matching by text may be incomplete.
01
Ask
You give the customer number and company.
02
Identify
It finds the customer in Business Central and stops if there is no match.
03
Gather
It reads invoices, notes and opportunities, then the open and completed TickTick tasks.
04
Report
You get a one-page briefing and up to three suggested next actions.
What PopdockAI provides
The tools behind the answer
Ready made tools for TickTick and one secure connection to your AI tool. No code, no exports.
ticktick-get-tasks
ticktick-get-completed-tasks
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
Start every call with the full customer picture
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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