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Check that your Attio deals have 2Checkout subscriptions
For finance teams who want to confirm that deals at a stage are actually being billed, just by asking their AI assistant.
On this page
Connector
Connect Attio, pick your AI tool and paste the prompt.
The problem
Won deals that never started billing
A deal marked won is assumed to be billing, but nobody confirms that a subscription exists. Checking means opening each deal, finding its contacts and searching 2Checkout by email, so missing subscriptions go unnoticed.
Without PopdockAI
- Export deals at a stage from Attio
- Find each company's contacts and their emails
- Search 2Checkout for each address
- Mistake a different email for a missing subscription
With PopdockAI
- Deals at the stage are read from Attio
- Each company's contacts are looked up in 2Checkout by email
- Deals are counted as active, lapsed only or no subscription
- No contacts to check is kept apart from no subscription
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 deals in Attio at stage {deal-stage}, check whether the customer has an active subscription in 2checkout, and report the deals with and without billing.
**Step 1: List the deals**
Call `attio-get-record-deals` (Attio server) with deal-stage set to {deal-stage} and max-records set to {max-deals} (default 25). Keep record-id, deal-name, deal-value, deal-owner and associated-company.
**Step 2: Find the contacts and their billing**
For each deal, call `attio-get-record-people` (Attio server) with company set to the deal's associated-company, and keep the email-addresses. For each email, call `2checkout-get-subscription` (2checkout server) with end-user-email set to it. Keep subscription-reference, product-name, status and expiration-date.
**Step 3: Report**
A table: deal-name, company, deal-value, deal-owner, and the subscriptions found (or "no subscription"). Close with counts: deals with an active subscription, deals with only lapsed ones, deals with none. Note that a deal whose contacts use different emails in 2checkout will show as "no subscription" and may be a false gap.
**Rules & Guidelines:**
* Deals and people are on the Attio server; subscriptions are on the 2checkout server.
* Read-only. Do NOT call `attio-add-company`, `attio-add-person`, `attio-add-deal`, `attio-update-company`, `attio-update-person`, `attio-update-deal`, `attio-upsert-company`, `attio-upsert-person`, `attio-delete-company`, `attio-delete-person` or `attio-delete-deal` (Attio server), and do not call any 2checkout tool that adds, updates, cancels, refunds, enables, disables or deletes (2checkout server).
**Validation:**
* If no deals are at that stage, say so and stop.
* If a company has no people in Attio, report "no contacts to check" rather than "no subscription".Who it's for
One answer, three teams that use it
Finance managers
Find revenue that never started billing
See which won deals have no active subscription, so missing billing is caught before month end.
Check 30 Closed Won deals in Attio against 2Checkout and list the ones with no subscription.
Revenue operations
Reconcile deals and subscriptions
Counts of active, lapsed and missing billing per stage show where the handoff from sales to billing breaks.
How many of our Attio deals in the Renewal stage have only lapsed 2Checkout subscriptions?
Account managers
Check your customers are set up to pay
Confirm each of your won deals has a live subscription before the customer notices a problem.
Compare my last 15 won Attio deals with 2Checkout and show which ones have active subscriptions.
How it works
What PopdockAI does when you ask
You choose a deal stage and how many deals to check, and your AI assistant compares them with 2Checkout. It warns about possible false gaps and changes nothing.
01
Ask
You give the deal stage and how many deals to check.
02
List
It reads those deals from Attio.
03
Match
It finds each company's contacts and looks up their subscriptions in 2Checkout by email.
04
Report
You get a table with counts of active, lapsed and missing billing.
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
attio-get-record-people
2checkout-get-subscription
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
Know which won deals are really billing
Related use cases
More ways to put this data to work
Attio account briefing with 2Checkout billing
Ask your AI to brief you on an Attio company and it adds 2Checkout subscription health, flagging lapsed or disabled renewals next to open deals.
Learn More
Attio and 2Checkout customer 360
Ask your AI for a customer view and it matches the customer in Attio and 2Checkout, reports deals, notes, subscriptions and orders, and lists mismatches.
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Find duplicate Attio companies
Ask your AI to find duplicate Attio companies and it groups them by domain or name, counts linked people and deals, and recommends which record to keep.
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Prepare Attio account brief
Ask your AI to prepare an Attio account brief and it pulls people, deals, notes, tasks and meetings for one company into one page. It never invents facts.
Learn More
Attio account view with Chorus calls
Ask your AI for an account view and it combines the Attio company, people and deals with Chorus calls and emails. Read only.
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