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Create Capsule CRM tasks from a Chorus call
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Cross-Connector

Turn Chorus call action items into Capsule CRM tasks

For sales reps who want the follow ups promised on a call captured as owned, dated Capsule CRM tasks, by asking their AI.

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Create Capsule CRM tasks from a Chorus call
Create Capsule CRM tasks from my Chorus call with Northwind Traders this morning.
The call summary has 3 follow ups from our side, and 1 is already covered. - Send the revised pricing sheet, due October 10 - Book a technical deep dive, due October 10 - Covered: share the case study, open task exists - Linked to: Northwind Traders, deal Warehouse expansion Which should I create?
Capsule CRM
Sample figures. Your results come from your own account.
chorus-get-engagements
capsule-crm-get-party
capsule-crm-get-opportunity
capsule-crm-get-user
capsule-crm-get-task
capsule-crm-add-task

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Capsule CRM

Capsule CRM
Run it on your own Capsule CRM data.

Connect Capsule CRM, pick your AI tool and paste the prompt.

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The problem

Call action items get lost or logged twice

The action items from a sales call are in the Chorus summary, but turning them into Capsule CRM tasks means rereading it, finding the contact and deal, and picking dates. Some follow ups get lost, others get created twice.

Without PopdockAI

  • Reread the Chorus summary for action items
  • Find the right contact and deal in Capsule CRM
  • Pick a due date for each task
  • Lose some follow ups and duplicate others

With PopdockAI

  • Only your side's commitments are pulled from the summary
  • The organization, deal and rep are matched
  • Items an open task covers are marked
  • You choose the tasks, then each is read back

The prompt

Use this prompt

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

Prompt
**Objective:** Create Capsule CRM follow-up tasks from the action items in Chorus conversation {conversation-id}, each due {due-in-days} days from today (default 3) unless the summary gives a date.

**Step 1: Read the conversation in Chorus**

Call `chorus-get-engagements` with `conversation-id` set to {conversation-id}. If nothing comes back, or the meeting summary is empty, say so and stop. Take the subject, date, rep name, rep `user-email`, account name, opportunity name and meeting summary.

**Step 2: Extract the action items**

List the follow-ups our side committed to in the summary: sending material, booking the next meeting, getting an answer. Leave out what the customer promised to do. Give each a short description and any date the summary mentions.

**Step 3: Resolve the Capsule CRM records**

- Call `capsule-crm-get-party` with `name.contains` set to the account name and take the organization `party-id`.
- If there is an opportunity name, call `capsule-crm-get-opportunity` with `name.contains` and take its `opportunity-id`.
- Call `capsule-crm-get-user` with `name` set to the rep name, and keep the user whose `from-email` or `username` matches the rep's Chorus email. If none matches, leave the owner unset and say so.

**Step 4: Check for existing tasks**

Call `capsule-crm-get-task` with the `party-id` and look at tasks with no `completed-date`. Mark any action item that an open task already covers, and leave it out unless the user asks for it.

**Step 5: Confirm**

Show a table of description, due date, owner, and the linked opportunity or contact. Ask the user which to create. Do not write until they answer.

**Step 6: Create and verify**

For each approved item, call `capsule-crm-add-task` with `description`, `due-on`, `detail` (the conversation subject and date), `owner-id` when resolved, and the `opportunity-id` when there is one, otherwise the `party-id`. Then call `capsule-crm-get-task` with the `party-id` and confirm each new task exists.

**Rules & Guidelines:**

* Tools whose names start capsule-crm are on the capsule-crm server; tools whose names start chorus are on the chorus server.
* The only write tool is `capsule-crm-add-task`, once per approved item. Do not call `capsule-crm-update-task`, `capsule-crm-add-note`, `capsule-crm-update-opportunity` or any other Capsule write, and do not call any Chorus add, create, update or export tool.

**Validation:**

* If the summary has no action items for our side, say so and create nothing.
* If the account is not in Capsule CRM, offer to create the tasks unlinked, and only do so if the user agrees.
* Due dates must be today or later; move a past date from the summary to today and say so.

Who it's for

One answer, three teams that use it

Account executives

Log follow ups straight after a call

Turn what you promised into tasks on the right deal, the same day.

Create Capsule CRM tasks from my Chorus call with Contoso today, due in 2 days.

Customer success managers

Keep commitments after check ins

Make sure every promise from a customer call has an owner and a date.

Turn the action items from yesterday's Fabrikam QBR call in Chorus into Capsule CRM tasks.

Sales managers

Stop follow ups slipping

Check items already covered by open tasks so nothing is duplicated.

Which commitments from the Northwind Traders call in Chorus are not covered by a Capsule CRM task yet?

How it works

What PopdockAI does when you ask

You name the Chorus call and your AI assistant turns your side's commitments into Capsule CRM tasks. Nothing is written until you have chosen which to create.

01

Ask

You give the Chorus conversation and default days until due.

Your AI tool

02

Extract

It lists the follow ups your side committed to.

chorus-get-engagements

03

Match

It finds the organization, deal and rep, marking covered items.

capsule-crm-get-party
capsule-crm-get-opportunity
capsule-crm-get-user
capsule-crm-get-task

04

Confirm

You choose which tasks to create, then each is read back.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

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

capsule-crm-get-party

Returns people and organizations from Capsule CRM with email, phone, job title, organization, location, owner and last contacted date. Filter by name, email, type, organization, owner, city, state or country.
get-data

capsule-crm-get-opportunity

Returns Capsule CRM sales opportunities with milestone, value, currency, probability, expected close date, owner and lost reason. Filter by name, party, owner, milestone, value range, expected close date or closed date.
get-data

capsule-crm-get-user

Returns Capsule CRM users with username, email, locale, time zone and currency. Filter by name or username. Use it to find the user id an assignment needs.
get-data

capsule-crm-get-task

Returns Capsule CRM tasks with due date, status, owner, category and the linked party, opportunity or project. Filter by status, due date range, owner, category, party or description.
run-action

capsule-crm-add-task

Creates a Capsule CRM task with a due date and time, category, assignee and notes, optionally linked to a person or organization, an opportunity or a project.
Read only.Nothing in Capsule CRM 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

Call promises become owned, dated tasks

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Related use cases

More ways to put this data to work

All Ramp use cases

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