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See a Capsule CRM contact's webinar history at a glance
For sales reps who want to know how engaged a contact or account is with their webinars before reaching out, by asking their AI.
On this page
Connector
Connect Capsule CRM, pick your AI tool and paste the prompt.
The problem
Webinar engagement takes an afternoon of lookups
To know whether a contact or their company engages with your webinars, you search GoTo Webinar email by email for registrations, attendance and questions. For an organization with many people, that takes an afternoon.
Without PopdockAI
- Find each person's email in Capsule CRM
- Search GoTo Webinar one email at a time
- Tell no-shows from sessions not yet held
- Repeat for everyone at the organization
With PopdockAI
- The contact, or everyone at the organization, is found
- Registrations, attendance and questions are read per email
- No-shows are told apart from upcoming sessions
- A dated table and engagement line, read-only
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Show the GoTo Webinar history of the Capsule CRM contact `{contact}` over the last `{lookback-days}` days (default 180): what they registered for, what they attended, for how long, and what they asked.
**Step 1: Find the contact in Capsule CRM**
If `{contact}` looks like an email, call `capsule-crm-get-party` with `email` set to it; otherwise use `name.contains`. If more than one party matches, list them with type, organization and email and stop. If none matches, say so and stop.
If the party is an organization, call `capsule-crm-get-party` again with `organization-name.contains` set to its name to find the people who work there, and use their emails. If the party is a person, use their `email`. Keep only people who have an email; if nobody has one, say that GoTo Webinar can only be searched by email and stop.
**Step 2: Read GoTo Webinar for each email**
For each email, with the start date set to today minus the lookback:
* `goto-webinar-get-registrant` with `email` and `registration-date.from`.
* `goto-webinar-get-attendee` with `email` and `date-attended.from`.
* `goto-webinar-get-question` with `askers-email`.
Match attendee rows to registrant rows by `webinar-key`. A registration with no attendee row for the same webinar key is a no-show, unless the webinar is still in the future (compare `webinar-start` with today).
**Step 3: Report**
1. Header: contact name, organization, Capsule owner, number of emails searched, date range.
2. A table, newest first: person, webinar name, webinar date, registered (yes/no), attended (yes / no-show / upcoming), minutes attended, questions asked.
3. The text of each question asked, with the answer if there was one.
4. One line summarizing engagement: how many webinars attended out of how many registered.
**Rules & Guidelines:**
* `capsule-crm-*` tools are on the capsule-crm server; `goto-webinar-*` tools are on the goto-webinar server. If either set is missing, say which server is not connected and stop.
* This prompt is read-only. Do NOT call `capsule-crm-add-note`, `capsule-crm-add-task`, `capsule-crm-update-party`, `goto-webinar-add-registrant` or `goto-webinar-delete-registrant`.
* For an organization with more than 25 people, search the first 25 and say how many were left out.
**Validation:**
* Compare emails case-insensitively.
* If GoTo Webinar returns nothing for every email, report "no webinar activity found for these emails" and list the emails searched.Who it's for
One answer, three teams that use it
Sales reps
Open with what they attended
Know which webinars a contact joined and what they asked before your first call.
Which webinars has dana@contoso.com registered for or attended this year?
Account managers
Gauge interest across an account
See engagement from everyone at a company, not just your main contact.
What webinars has anyone at Northwind Traders attended in the last 90 days?
Field marketers
Find engaged accounts to follow up
Check who asked questions and who missed sessions before planning outreach.
Show the GoTo Webinar history for people at Fabrikam, including any questions they asked.
How it works
What PopdockAI does when you ask
You name a person or organization and your AI assistant checks their webinar history in GoTo Webinar. It only reads and says how many people it left out.
01
Ask
You name a person or organization, or give an email.
02
Find
It finds the contact and, for an organization, its people's emails.
03
Check
It reads registrations, attendance and questions in GoTo Webinar.
04
Report
You get a dated table, questions asked and an engagement line.
What PopdockAI provides
The tools behind the answer
Ready made tools for Capsule CRM and one secure connection to your AI tool. No code, no exports.
capsule-crm-get-party
goto-webinar-get-registrant
goto-webinar-get-attendee
goto-webinar-get-question
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 how engaged an account is before you reach out
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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