Connectors

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Teamwork.com

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Create Teamwork.com tasks from a Chorus call
Write
Cross-Connector

Turn Chorus call commitments into Teamwork.com tasks

For delivery and account teams who want promises made on a client call added to the right Teamwork.com task list by their AI assistant.

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Create Teamwork.com tasks from a Chorus call
Create Teamwork.com tasks from yesterday's Chorus call with Contoso, in the Onboarding task list.
I found 4 commitments on the Contoso call; 1 already has an open task. - Send revised timeline: owner Jordan Lee, due 10 October - Share data import template: owner Sam Patel - Book training session: owner Jordan Lee, week of 20 October - Skipped: Confirm SSO settings, already an open task Shall I create these 3 tasks in Onboarding?
Teamwork.com
Sample figures. Your results come from your own account.
chorus-get-engagements
chorus-get-conversation-participants
teamwork-com-get-projects
teamwork-com-get-tasklists
teamwork-com-get-tasks
teamwork-com-create-task

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Teamwork.com

Teamwork.com
Run it on your own Teamwork.com data.

Connect Teamwork.com, pick your AI tool and paste the prompt.

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The problem

Promises made on calls never become tasks

Commitments made on a client call often live only in the Chorus summary. Getting them into the right Teamwork.com task list means rereading it, finding the project and checking nothing is already there, so some promises are never worked on.

Without PopdockAI

  • Reread the Chorus summary for action items
  • Find the client's project and the right task list
  • Check whether each task already exists
  • Let the commitments nobody typed in slip

With PopdockAI

  • Only concrete commitments are pulled out, with owners and dates
  • The client's open project and task list are found
  • Actions already tracked are dropped
  • You edit or drop tasks before anything is created

The prompt

Use this prompt

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

Prompt
**Objective:** Turn the action items from the Chorus conversation `{conversation-id}` into tasks in the client's Teamwork project, in the task list `{tasklist-name}` if given, after the user confirms.

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

Call `chorus-get-engagements` with `conversation-id` set to `{conversation-id}`. Keep `subject`, `date`, `account-name`, `opportunity-name` and `meeting-summary`. Call `chorus-get-conversation-participants` with the same `conversation-id` to know who was on the call. If the engagement has no `meeting-summary`, stop and say there is nothing to extract.

**Step 2: Extract the actions**

From `meeting-summary`, list each concrete commitment: what must be done, who said they would do it, and any date mentioned. Leave out discussion points that are not commitments.

**Step 3: Find the project and task list in Teamwork**

Call `teamwork-get-projects` with `company-name.contains` set to the distinctive part of `account-name`, keeping projects that are not completed. If several match, list them and ask. Then call `teamwork-get-tasklists` with that `project-id`. Use the list whose name matches `{tasklist-name}`; if none was given, propose the most relevant open list by name and say which. If no list fits, stop and ask.

**Step 4: Avoid duplicates**

Call `teamwork-get-tasks` with `task-list-id` and `name.contains` set to a key word from each action. Drop any action that already has an open task.

**Step 5: Confirm**

Show the proposed tasks: name, description (ending "From Chorus call <subject> on <date>"), due date if one was stated, and priority. Name the person each action belongs to in the description, because tasks cannot be assigned from here. Ask the user to confirm, edit or drop. Do not write until they confirm.

**Step 6: Write and confirm**

For each confirmed task call `teamwork-create-task` once with `tasklist-id`, `name`, `description`, `due-date` and `priority`. Report each returned `id`.

**Rules & Guidelines:**

* `chorus-get-engagements` and `chorus-get-conversation-participants` are on the chorus server. `teamwork-get-projects`, `teamwork-get-tasklists`, `teamwork-get-tasks` and `teamwork-create-task` are on the teamwork server.
* `teamwork-create-task` is the only tool that may write, and only after confirmation. Do not call `teamwork-create-tasklist`, `teamwork-update-task`, `teamwork-create-message` or any chorus write tool.
* Do not invent actions the summary does not contain.

**Validation:**

* If the call has no `account-name`, ask which Teamwork project to use instead of guessing.
* If every action already has a task, say so and stop without writing.

Who it's for

One answer, three teams that use it

Project managers

Turn a client call into work straight away

Get the promises from a call into your task list the same day, with owners named, while everyone still remembers them.

Turn this morning's Chorus call with Fabrikam into Teamwork.com tasks on their implementation project.

Account managers

Make sure what you promised gets done

Your commitments to the client land in the delivery team's list, so nothing you said on a call is forgotten.

Create tasks from my Chorus call with Northwind Traders on Tuesday, in the Phase 2 task list.

Customer success managers

Follow up without duplicating work

Actions already tracked are skipped, so follow-ups from a check-in add only what is new.

Pull the action items from the last Chorus check-in with Contoso and add any that are not already in Teamwork.com.

How it works

What PopdockAI does when you ask

You give the Chorus conversation and your AI assistant turns its commitments into proposed Teamwork.com tasks. It never invents actions or guesses the project, and creates only what you confirm.

01

Ask

You give the Chorus conversation, and optionally the task list.

Your AI tool

02

Extract

It reads the summary and pulls out concrete commitments with owners and dates.

chorus-get-engagements
chorus-get-conversation-participants

03

Match

It finds the client's project and list and drops actions already tracked.

teamwork-com-get-projects
teamwork-com-get-tasklists
teamwork-com-get-tasks

04

Confirm

You edit or drop tasks, then it creates the rest.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Teamwork.com 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

chorus-get-conversation-participants

Returns the people who took part in Chorus conversations, with their name, email, title and company. Use it to see who was on a call, and which side they were on.
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-tasklists

Returns task lists from Teamwork.com projects with their milestone, status and dates. Filter by milestone ID, name, status and project ID.
get-data

teamwork-com-get-tasks

Returns Teamwork.com tasks with status, priority, assignees, due dates and estimates. Filter by task list ID, task ID, due date, status, name, priority, assignee user IDs, project ID and tags.
run-action

teamwork-com-create-task

Creates a task in a Teamwork.com task list. Needs the task list ID and name. Can also set start date, parent task ID, priority, progress, private, estimated minutes and more.
Read only.Nothing in Teamwork.com 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

Client commitments tracked the same day

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Related use cases

More ways to put this data to work

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