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Check Attio deal delivery status in Teamwork.com
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Cross-Connector

Check delivery status for an Attio deal in Teamwork.com

For project and account teams who want a deal's Teamwork.com health, milestones and overdue tasks by asking their AI assistant.

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Check Attio deal delivery status in Teamwork.com
Is delivery on track for the Northwind Traders rollout deal? Check the project in Teamwork.com.
Delivery looks on track, with one overdue task. - Deal: Northwind Traders Rollout, Closed Won, 18000 - Project: Northwind Traders Rollout, active, health score 82 - Milestones: Go live 30 Nov, 60 percent complete - Overdue: Data migration sign off, due 20 Oct Want the full list of open tasks?
Attio
Sample figures. Your results come from your own account.
attio-get-record-deals
teamwork-com-get-projects
teamwork-com-get-project-health
teamwork-com-get-milestones
teamwork-com-get-tasks

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

Delivery status for a deal is often guessed

Sales and delivery teams look up a deal in Attio and then hunt through Teamwork.com for its project. The status they report ends up stale or guessed, and a project with a similar company name is easy to mistake for the right one.

Without PopdockAI

  • Find the deal and its company in Attio
  • Search Teamwork.com for a project with a similar name
  • Check health, milestones and tasks by hand
  • Report a status from the wrong project

With PopdockAI

  • The deal and the project for its company are found
  • It stops when either is missing or ambiguous
  • Health score, milestones and overdue tasks are read
  • A one line view says whether delivery is on track

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 Attio deal matching `{deal-name}`, show whether delivery is on track in Teamwork. Restrict to deals in stage `{deal-stage}` when given.

**Step 1: Find the deal (attio server)**

Call `attio-get-record-deals` with `deal-name.contains` set to `{deal-name}` and `deal-stage` set to `{deal-stage}` when given. If more than one deal matches, list them (deal-name, deal-stage, deal-value, associated-company) and stop. If none match, say so and stop.

**Step 2: Find the Teamwork project**

Take the company name from the deal `associated-company`. If the deal has no associated company, report that and stop. Call `teamwork-get-projects` (teamwork server) with `company-name.contains` set to that name. If several projects return, prefer one whose `project-name` contains the deal name; otherwise list them and stop. If none return, report "deal has no project in Teamwork" and stop.

**Step 3: Pull delivery detail**

With the project `project-id`, call `teamwork-get-project-health`, `teamwork-get-milestones` and `teamwork-get-tasks` (status open) using `project-id`.

**Step 4: Report**

Deal summary, project name and status, `health-score`, milestones with `deadline` and `percentage-complete`, overdue open tasks (name, `due-date`, `assignee-user-ids`). Close with one sentence on whether delivery looks on track.

**Rules & Guidelines:**

* Attio tools (`attio-*`) come from the attio server; Teamwork tools (`teamwork-*`) come from the teamwork server. Both servers must be connected; if a tool is missing, say which server is not connected and stop.
* This prompt is read-only. Never call `attio-add-company`, `attio-update-company`, `attio-upsert-company`, `attio-delete-company`, `attio-add-person`, `attio-update-person`, `attio-upsert-person`, `attio-delete-person`, `attio-add-deal`, `attio-update-deal`, `attio-delete-deal`, or any `teamwork-create-*`, `teamwork-update-*`, `teamwork-complete-*`, `teamwork-assign-*` or other Teamwork tool that changes data.

**Validation:**

* The Attio company name and the Teamwork `company-name` may be spelled differently. Say which spelling you matched on.
* If health data or milestones are empty, say so rather than inferring status.

Who it's for

One answer, three teams that use it

Account executives

Answer the customer's delivery question fast

Get the health score, milestone dates and overdue tasks for your deal without asking the delivery team.

Is the Contoso implementation deal on track in Teamwork.com?

Project managers

See which deal your project supports

Line up the project's health with the deal behind it, so sales hears about slips from you first.

Check the Teamwork.com project for the Fabrikam onboarding deal and list overdue tasks.

Customer success managers

Check milestones before a handover

See milestone deadlines and progress for a won deal before the customer asks when they will go live.

What milestones are left on the Teamwork.com project for the Northwind Traders expansion deal in the Won stage?

How it works

What PopdockAI does when you ask

You name a deal and your AI assistant finds its Teamwork.com project and reads the delivery status. It says which spelling it matched on and changes nothing.

01

Ask

You name an Attio deal and optionally its stage.

Your AI tool

02

Find

It finds the deal, then the Teamwork.com project for the deal's company.

attio-get-record-deals
teamwork-com-get-projects

03

Pull

It reads the project health, milestones and open tasks.

teamwork-com-get-project-health
teamwork-com-get-milestones
teamwork-com-get-tasks

04

Report

You get the health score, milestones, overdue tasks and a one line view on delivery.

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-deals

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

teamwork-com-get-projects

Returns Teamwork.com projects with status, company, owner, category and dates. Filter by name, member user ID, project ID, start date, category name, end date, company ID, status and company name.
get-data

teamwork-com-get-project-health

Returns the health score of Teamwork.com projects. Filter by health score and project ID.
get-data

teamwork-com-get-milestones

Returns project milestones from Teamwork.com with deadlines, completion and progress. Filter by deadline, completed, name, status and project ID.
get-data

teamwork-com-get-tasks

Returns Teamwork.com tasks with status, priority, assignees, due dates and estimates. Filter by task list ID, task ID, due date, status, name, priority, assignee user IDs, project ID and tags.
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 current delivery status for every deal

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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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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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