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Share one view of billing and email engagement
For finance and marketing teams who want a person's Rillet billing and Drip engagement together, by asking their AI assistant.
On this page
Connector
Connect Drip, pick your AI tool and paste the prompt.
The problem
Finance and marketing each see half of a customer
Finance sees contracts and overdue invoices in Rillet, marketing sees tags and campaigns in Drip. Spotting a problem like an overdue customer who has unsubscribed takes both screens.
Without PopdockAI
- Find every Rillet customer using the email
- Read contracts, invoices and ARR
- Look up the subscriber in Drip
- Compare billing and marketing by hand
With PopdockAI
- Every Rillet customer on the email is found
- Contracts, open and overdue invoices and ARR are read
- Drip status, tags, score and consent are added
- Matched on email only, and nothing is written
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Build a single view of `{email}` that combines what Rillet knows about them as a customer with what Drip knows about them as a subscriber.
**Step 1: Find the customer in Rillet**
Call `rillet-get-customer-emails` (Rillet) and keep the rows whose email equals `{email}`. Collect every distinct customer-id. If none match, note "not a Rillet customer" and skip to Step 3. If more than one customer-id matches, report each one separately.
**Step 2: Read the billing position**
For each customer-id:
* Call `rillet-get-contracts` (Rillet) with customer-id, and list each contract's name, status, start-date, end-date and total-value.
* Call `rillet-get-invoices` (Rillet) once and keep the invoices with that customer-id. Report open invoices, the total amount-due, and how many are overdue.
* Call `rillet-get-arr-waterfall` (Rillet) with customer-id and report the most recent two year-month rows, so the ARR trend is visible.
**Step 3: Read the Drip profile**
Call `drip-get-subscriber` (Drip) with email set to `{email}`. Report status, tags, lead-score, lifetime-value, created-date and gdpr-consent. Then call `drip-get-campaign-subscriber` (Drip) with the same email and list each campaign-name with its campaign-status.
**Step 4: Report**
Two short sections, Billing (Rillet) and Marketing (Drip), followed by one line of observations, for example an overdue customer who is unsubscribed in Drip, or a high lead-score subscriber with no Rillet record.
**Rules & Guidelines:**
* The only key shared by the two systems is the email address. Rillet emails come from `rillet-get-customer-emails` (one row per address, with its customer-id and email-type); Drip emails come from the email field of `drip-get-subscriber`. Compare them trimmed and lower-cased. Never match on name alone.
* This prompt is read-only. Do not call `drip-add-subscriber`, `drip-update-subscriber`, `drip-add-subscriber-tag`, `drip-remove-subscriber-tag`, `drip-add-subscriber-to-campaign`, `drip-remove-subscriber-from-campaign`, `drip-remove-subscriber-from-all-campaigns`, `drip-unsubscribe-subscriber`, `drip-start-subscriber-workflow`, `drip-remove-subscriber-from-workflow`, `drip-activate-campaign`, `drip-pause-campaign`, `drip-activate-workflow`, `drip-pause-workflow` on Drip, and do not call any Rillet tool whose name starts with rillet-add, rillet-update, rillet-apply, rillet-unapply, rillet-record, rillet-set or rillet-setup.
**Validation:**
* If `{email}` is in neither system, say so in one line and stop.
* If it is in only one system, report that side in full and state plainly that the other side has no record.Who it's for
One answer, three teams that use it
Billing specialists
Check billing and reachability together
See open and overdue invoices next to whether the customer is still subscribed in Drip.
Does finance@contoso.com have overdue Rillet invoices, and are they still subscribed in Drip?
Customer success managers
Prep for a renewal conversation
Get contracts, recent ARR and email engagement for a customer in one message before you meet.
Show me contracts, ARR and Drip engagement for ops@northwindtraders.com.
Marketing managers
Know a customer's billing position before a campaign
Avoid sending upsell email to a customer whose invoices are overdue.
Before we email ap@fabrikam.com about the upgrade, what is their Rillet billing status?
How it works
What PopdockAI does when you ask
You give an email address and your AI assistant brings Rillet billing and Drip marketing into one view. It reads only and says plainly when a side is missing.
01
Ask
You give an email address.
02
Read
It finds every Rillet customer using it and reads contracts, invoices and ARR.
03
Add
It reads the Drip subscriber, consent and campaigns.
04
Report
You get billing and marketing sections with observations.
What PopdockAI provides
The tools behind the answer
Ready made tools for Drip and one secure connection to your AI tool. No code, no exports.
rillet-get-customer-emails
rillet-get-contracts
rillet-get-invoices
rillet-get-arr-waterfall
drip-get-subscriber
drip-get-campaign-subscriber
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
One shared view of billing and engagement
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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