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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.
On this page
Connector
Connect Attio, pick your AI tool and paste the prompt.
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.
**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.
02
Find
It finds the deal, then the Teamwork.com project for the deal's company.
03
Pull
It reads the project health, milestones and open tasks.
04
Report
You get the health score, milestones, overdue tasks and a one line view on delivery.
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.
attio-get-record-deals
teamwork-com-get-projects
teamwork-com-get-project-health
teamwork-com-get-milestones
teamwork-com-get-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
A current delivery status for every deal
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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