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Chorus and Teamwork.com client briefing
Report
Cross-Connector

See client delivery and conversations side by side

For account and project leads who want Teamwork.com project health next to what the client said on Chorus calls, by asking their AI assistant.

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Chorus and Teamwork.com client briefing
How are things with Fabrikam? Show me their Teamwork.com projects next to what they said on calls this month.
Fabrikam: one project at risk, and the client raised it on a call. - Delivery: 2 open projects, Data Migration has health rated poor - Late milestone: UAT sign-off, 9 days late - Call on 30 September: the client asked when testing would start - Name note: Chorus lists the account as Fabrikam Inc Want the full delivery table and conversation list?
Chorus
Sample figures. Your results come from your own account.
teamwork-com-get-companies
teamwork-com-get-projects
teamwork-com-get-project-health
teamwork-com-get-milestones
teamwork-com-get-project-updates
chorus-get-engagements
chorus-get-emails

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Chorus

Chorus
Run it on your own Chorus data.

Connect Chorus, pick your AI tool and paste the prompt.

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The problem

Delivery status and client conversations never meet

Before speaking to a client you want to know how their projects are going in Teamwork.com and what they said on recent calls. Putting delivery and conversation side by side means opening every project and rereading Chorus summaries.

Without PopdockAI

  • Open every project for the client in Teamwork.com
  • Check health, late milestones and updates
  • Reread Chorus call summaries and emails
  • Connect complaints to late work in your head

With PopdockAI

  • The client company and its open projects are read
  • Health, late milestones and the latest update are shown
  • Recent Chorus calls and emails are read alongside
  • Concerns tied to late work are quoted, nothing changed

The prompt

Use this prompt

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

Prompt
**Objective:** Produce a single brief on the client `{account-name}` that puts what was said in Chorus next to what is being delivered in Teamwork, looking back `{lookback-days}` days (default 30).

**Step 1: Find the client in Teamwork**

Call `teamwork-get-companies` with `name.contains` set to `{account-name}`. If more than one company matches, list them with their `company-id` and stop, asking which one is meant. If none matches, say the client has no Teamwork company and continue with Step 3 only.

**Step 2: Read the delivery picture in Teamwork**

Call `teamwork-get-projects` with `company-id` from Step 1. For each project that is not completed:

* call `teamwork-get-project-health` with its `project-id` for the health score;
* call `teamwork-get-milestones` with its `project-id` and `completed` false, and note any milestone whose `deadline` has passed;
* call `teamwork-get-project-updates` with its `project-id` and keep the most recent update's `health-label` and `text`.

**Step 3: Read the conversations in Chorus**

Call `chorus-get-engagements` with `account-name.contains` set to `{account-name}` and `date.from` set to today minus the lookback. Then call `chorus-get-emails` with `account-name.contains` set to `{account-name}` and `sent-time.from` set to the same date. Chorus account names and Teamwork company names are typed separately, so accept a match on the distinctive part of the name and say which spelling each system uses if they differ.

**Step 4: Report**

1. A one-line headline: overall delivery health and when the client was last spoken to.
2. Delivery: a table of open projects with status, health score, late milestones and the latest update's health label.
3. Conversations: the calls in date order with subject, date, Chorus user and the `meeting-summary` in one or two sentences; then a count of emails and the most recent subject.
4. Where they meet: anything the client raised on a call that relates to a late milestone or a poor health rating, quoted from the summary.

**Rules & Guidelines:**

* `teamwork-get-companies`, `teamwork-get-projects`, `teamwork-get-project-health`, `teamwork-get-milestones` and `teamwork-get-project-updates` are on the teamwork server. `chorus-get-engagements` and `chorus-get-emails` are on the chorus server.
* This prompt is read-only. Do not call `teamwork-create-message`, `teamwork-create-task`, `teamwork-update-project` or any other teamwork create or update tool, and do not call `chorus-add-moment` or any other chorus write tool.
* Do not quote email bodies in full; summarise them.

**Validation:**

* If Chorus returns nothing, report the client as having no recorded conversations in the window rather than treating it as an error.
* If both sides return nothing, say that `{account-name}` was not found in either system and stop.

Who it's for

One answer, three teams that use it

Project managers

Prepare for client status calls

See project health and late milestones with what the client said, so you address concerns first.

Brief me on Contoso projects in Teamwork.com and their Chorus calls from the last 30 days.

Account managers

Spot delivery risk before renewal

Link what the client raised on calls to late milestones, so renewal talks are not a surprise.

Has Fabrikam raised anything on Chorus calls that relates to late Teamwork.com milestones?

Delivery directors

Check client health across both views

A one line headline and delivery table tell you where a client stands at a glance.

Give me a client brief for Northwind Traders covering the last 60 days.

How it works

What PopdockAI does when you ask

You name the client and your AI assistant puts delivery and conversations side by side. It asks which company if several match and notes name spelling differences.

01

Ask

You name the client and how many days of history to cover.

Your AI tool

02

Delivery

It reads each open Teamwork.com project's health, late milestones and latest update.

teamwork-com-get-companies
teamwork-com-get-projects
teamwork-com-get-project-health
teamwork-com-get-milestones
teamwork-com-get-project-updates

03

Talk

It reads the client's Chorus calls and emails from the same period.

chorus-get-engagements
chorus-get-emails

04

Brief

You get a headline, a delivery table and what the client raised about late work.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Chorus and one secure connection to your AI tool. No code, no exports.

get-data

teamwork-com-get-companies

Returns client and owner companies from Teamwork.com with contact details and project counts. Filter by country code, industry, company ID, status, city, name and state.
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-project-updates

Returns project status updates from Teamwork.com with their health rating. Filter by project ID, health label, active and created at.
get-data

chorus-get-engagements

Returns recorded calls and meetings from Chorus, with the subject, date, duration, participants and the account each conversation relates to. Filter by date range, owner or account to pull the conversations behind a deal or a period.
get-data

chorus-get-emails

Returns emails captured by Chorus, including the subject, body, sender, owner, account and sent time. Filter by account or date range to read the written trail alongside the calls.
Read only.Nothing in Chorus 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

Speak to every client knowing delivery and what they said

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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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