Report

Cross-Connector

Compare Capsule CRM activity with TickTick focus time

For sales teams who want to see CRM history and the effort spent on a customer together, just by asking their AI assistant.

Capsule CRM customer activity and TickTick focus time

How much TickTick focus time went into Northwind Traders in the last 30 days, and how does it compare with their Capsule CRM activity?

Northwind Traders had 7 CRM entries and 340 focus minutes in the last 30 days. - Owner: Sam Patel, last contacted 3 Oct - CRM activity: 4 notes, 2 emails, 1 meeting - TickTick tasks: 3 open, 5 completed - Flag: high focus time but last contact is older than 30 days Matching to TickTick is by name only. Want the latest 10 CRM entries?

Capsule CRM

Sample figures. Your results come from your own account.

capsule-crm-get-party

capsule-crm-get-entry

ticktick-get-tasks

ticktick-get-completed-tasks

ticktick-get-focuses

On this page

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Capsule CRM

Run it on your own Capsule CRM data.

Connect Capsule CRM, pick your AI tool and paste the prompt.

The problem

Nobody adds up the real effort on a customer

Finding out how much effort went into a customer means searching Capsule CRM for history, then TickTick for tasks and focus sessions that mention them. The pieces live in two tools, so the real effort rarely gets added up.

Without PopdockAI

Search Capsule CRM history for the customer
Search TickTick tasks and completed tasks by name
Add up focus sessions by hand
Never compare effort with recent contact

With PopdockAI

The Capsule CRM party is found, stopping if several match
Recent activity is summarized by type
Matching TickTick tasks and focus minutes are totalled
High effort with old contact is flagged, read-only

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt

**Objective:** For the Capsule party matching {party-name}, show recent CRM activity and the TickTick tasks and focus time spent on that customer in the last {lookback-days} days (default 30).

**Step 1: Party (Capsule CRM)**

Call `capsule-crm-get-party` with `name.contains` {party-name}. If several match, list them (name, type, organization-name, owner-name) and stop.

**Step 2: CRM activity**

Call `capsule-crm-get-entry` with that `party-id` and `date.from` set to the lookback start. Summarise by type and list the latest 10 (date, type, subject).

**Step 3: TickTick work**

Call `ticktick-get-tasks` with `title.contains` set to the party name and `created-time.from` the lookback start, and `ticktick-get-completed-tasks` with `title.contains` the party name and `completed-time.from` the lookback start. Then call `ticktick-get-focuses` with `start-time.from` the lookback start and match each session's task-id to the tasks found. Sessions whose task-id is not in the set are ignored.

**Step 4: Report**

Party header (name, owner-name, last-contacted-date), CRM activity counts, TickTick tasks open and completed, total focus minutes (duration-seconds divided by 60). Flag when focus time is high but last-contacted-date is older than the lookback.

**Rules & Guidelines:**

* `ticktick-*` tools belong to the TickTick MCP server; `capsule-crm-*` tools belong to the Capsule CRM MCP server. Both servers must be connected.
* This is read-only. Do NOT call any `ticktick-add-task`, `ticktick-update-task`, `ticktick-complete-task`, `ticktick-delete-task`, `ticktick-add-comment`, `capsule-crm-add-note`, `capsule-crm-add-task`, `capsule-crm-update-task` or any other add/update/delete/complete tool.

**Validation:**

* TickTick matching is by name only; say so in the report.
* If no TickTick task matches, report zero effort rather than an error.

Who it's for

One answer, three teams that use it

Account managers

See where your time really goes

Compare the hours you spend on a customer with how often you actually talk to them.

How much TickTick focus time went into Contoso in the last 60 days, and when did we last speak?

Consultants

Spot customers getting quiet

Find accounts with lots of effort but no recent contact before they drift away.

Compare Fabrikam's Capsule CRM activity with my TickTick tasks and focus time this month.

Sales managers

Check effort matches value

See open and completed tasks and focus minutes per customer for account reviews.

Show Capsule CRM activity and TickTick effort for Northwind Traders over the last 90 days.

How it works

What PopdockAI does when you ask

You name a customer and window, and your AI assistant lines up CRM activity with TickTick effort. It only reads and says TickTick matching is by name.

Ask

You name the customer and a lookback window.

Your AI tool

Find

It finds the Capsule CRM party and stops if several match.

capsule-crm-get-party

Gather

It reads CRM activity, then the TickTick tasks, completed tasks and focus sessions.

capsule-crm-get-entry

ticktick-get-tasks

ticktick-get-completed-tasks

ticktick-get-focuses

Report

You get activity counts, task counts, focus minutes and a flag for high effort with old contact.

Your AI tool

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.

get-data

capsule-crm-get-party

Returns people and organizations from Capsule CRM with email, phone, job title, organization, location, owner and last contacted date. Filter by name, email, type, organization, owner, city, state or country.

get-data

capsule-crm-get-entry

Returns Capsule CRM history entries (notes, emails and completed activities) with subject, content, creator and activity type. Filter by date range, type, activity type, creator, subject, party, opportunity or project.

get-data

ticktick-get-tasks

Returns open TickTick tasks with their project, due date, priority, status, assignee and tags. Filter by project, due date range or status.

get-data

ticktick-get-completed-tasks

Returns completed TickTick tasks with their completion time and project. Filter by project and completion date range.

get-data

ticktick-get-focuses

Returns TickTick focus sessions (Pomodoro and stopwatch) with start, end, duration and linked task. Filter by date range.

Read only.Nothing in Capsule CRM 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.

The outcome

Effort and contact for a customer, side by side

Related use cases

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Ask your AI to reconcile Capsule CRM and TickTick tasks and it lists the ones missing or mismatched on each side. Read-only.

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Capsule CRM account brief

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Log a Capsule CRM interaction

Tell your AI about a call and it finds the Capsule CRM record, tidies your note without adding facts, and saves it with a follow up task after you confirm.

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Capsule CRM account call prep with Chorus history

Ask your AI to prep a call and it combines the Capsule CRM account's deals, projects and tasks with recent Chorus calls and emails, ending with points to raise.

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One prompt template with infinite possibilities.

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