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Delete Nutshell records only after seeing what is attached
For operations teams who need deletions they can trust, just by asking their AI assistant.
On this page
Connector
Connect Nutshell, pick your AI tool and paste the prompt.
The problem
Deleting the wrong record takes its history with it
Deleting a company, person or lead in Nutshell cannot be undone, and the screen does not show everything attached. Leads, notes and tasks can go with the record, and a similar name makes it easy to delete the wrong one.
Without PopdockAI
- Search for the record by name
- Pick one of several similar names
- Delete without seeing what is attached
- Lose leads, notes or tasks for good
With PopdockAI
- Exactly one match is required, fuzzy matches are refused
- Linked leads, notes and tasks are shown first
- You type the record id to confirm
- One record per request, and nothing else is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Permanently delete the Nutshell {record-type} (company, contact or lead) named or numbered {record-name}, only after the user has seen what it holds.
**Step 1: Find exactly one record**
Call
utshell-get-account,
utshell-get-contact or
utshell-get-lead for the type, with
ame.contains set to {record-name}. If there is not exactly one match, list the matches with ids and stop.
**Step 2: Show the impact**
Call
utshell-get-lead (company-id or person-id) for linked leads,
utshell-get-note with parent-id for notes and
utshell-get-task with related-record-id for open tasks. Report the counts and the most valuable open lead. If a company has open leads or contacts, recommend against deleting.
**Step 3: Confirm**
State that the delete is permanent and ask the user to reply with the record id to confirm. Do not proceed on anything else.
**Step 4: Delete**
Only after that confirmation, call
utshell-delete-company,
utshell-delete-person or
utshell-delete-lead with the id for the type. Then repeat the lookup and confirm the record is gone.
**Rules & Guidelines:**
* Delete exactly one record per run. Never call add or update tools.
* Never delete from a fuzzy match.
**Validation:**
* If {record-type} is not company, contact or lead, ask and stop.Who it's for
One answer, three teams that use it
CRM administrators
Remove duplicates without losing history
See what hangs off a duplicate before it goes, so you keep the record with the history.
Delete the Nutshell company Fabrikam Inc (old), it is a duplicate.
Sales operations
Clean out test and junk records
Remove one record at a time with a clear view of its links and an explicit id check.
Delete the Nutshell person Test User from the demo import.
Sales managers
Remove a dead lead safely
See the notes and tasks on a lead before you remove it, so nothing useful is lost.
Delete the Nutshell lead Contoso Pilot 2024, and show me what is attached first.
How it works
What PopdockAI does when you ask
You name the record to remove, and your AI assistant shows everything attached to it. It is deleted only after you confirm the exact id.
01
Ask
You name the record to delete.
02
Match
It finds exactly one record and stops on fuzzy matches.
03
Review
It shows the leads, notes and tasks attached to it.
04
Confirm
You give the record id, and only then is it deleted.
The outcome
Deletes only after you see what is attached
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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