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Compare Attio deal value with Teamwork.com billed time
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Cross-Connector

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.

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Compare Attio deal value with Teamwork.com billed time
How does the Northwind Traders rollout deal value compare with what we have billed in Teamwork.com?
Billed time is 72 percent of the deal value, so the project is under what was sold. - Deal value: 18000 - Billable total: 12960 - Cost total: 8400 - Hours logged: 142 The currency of the Attio value was not stated, so no conversion was made. Want me to check the time entries by month?
Attio
Sample figures. Your results come from your own account.
attio-get-record-deals
teamwork-com-get-projects
teamwork-com-get-time

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

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.

Prompt
**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.

Your AI tool

02

Find

It finds the deal and the Teamwork.com project for its company, and asks you to pick if several match.

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

03

Add up

It totals billable amounts, costs and hours logged on the project.

teamwork-com-get-time

04

Report

You get billed as a percentage of deal value and whether the project is over or under.

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-time

Returns time log entries from Teamwork.com with the person, project, task, minutes and billable amounts. Filter by time logged, minutes, project ID, user ID, user name, billable and task ID.
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

Billed time against sold value in one answer

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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.

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