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Compare a deal's value with time billed in Teamwork.com
For finance teams who want to see whether delivery is over or under what was sold by asking their AI assistant.
On this page
Connector
Connect Attio, pick your AI tool and paste the prompt.
The problem
Sold versus billed takes a spreadsheet to answer
Comparing what was sold with what was billed means exporting deal values from Attio and time logs from Teamwork.com, then reconciling them in a spreadsheet. A capped export or a mixed currency can quietly distort the answer.
Without PopdockAI
- Look up the deal value in Attio
- Find the project in Teamwork.com and export time logs
- Total billable amounts, costs and hours by hand
- Miss a truncated export or a currency mix
With PopdockAI
- The deal and its company's project are found, and it asks if several match
- Billable totals, costs and hours are added up
- Billed is shown as a percentage of deal value
- Currency and truncation caveats are stated
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}`, compare the deal value with billable time logged in Teamwork, to show whether delivery is over or under what was sold.
**Step 1: Find the deal (attio server)**
Call `attio-get-record-deals` with `deal-name.contains` set to `{deal-name}`. If more than one matches, list them and stop. Keep `deal-value` and `associated-company`.
**Step 2: Find the project (teamwork server)**
Call `teamwork-get-projects` with `company-name.contains` set to the associated company. If more than one project returns, list them and ask which to use, then stop. If none, say so and stop.
**Step 3: Read time**
Call `teamwork-get-time` with the `project-id`, and sum `billable-total` for billable entries, `cost-total` and `minutes`.
**Step 4: Report**
Deal value, billable total, cost total, hours logged, billed as a percentage of deal value, and one sentence on whether the project is over or under.
**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:**
* If the deal has no value, report the time totals only.
* Do not convert currencies. If the currency of the Attio value is unclear, say so.
* A capped result set may understate totals; mention this if it looks truncated.Who it's for
One answer, three teams that use it
Finance managers
Check a project is billing to plan
See billed time as a share of deal value, so over and under billing shows up before the project ends.
What percentage of the Contoso implementation deal value has been billed in Teamwork.com?
Project managers
Know if you are over the sold budget
Hours, cost and billable totals against the deal show whether the project is running over.
Is the Fabrikam migration project over or under its Attio deal value in Teamwork.com?
Professional services leads
Review project margin across deals
Compare sold value with cost and billable totals to see which projects carry margin risk.
Compare the Northwind Traders support deal in Attio with billable and cost totals from Teamwork.com.
How it works
What PopdockAI does when you ask
You name a deal and your AI assistant compares its value with the time billed in Teamwork.com. It does not convert currencies and changes nothing.
01
Ask
You name an Attio deal.
02
Find
It finds the deal and the Teamwork.com project for its company, and asks you to pick if several match.
03
Add up
It totals billable amounts, costs and hours logged on the project.
04
Report
You get billed as a percentage of deal value and whether the project is over or under.
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-time
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
Billed time against sold value in one answer
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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