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Find customer issues raised on calls that have no support ticket
For support teams who ask their AI assistant which problems a customer mentioned in meetings that never became a Freshdesk ticket.
On this page
Connector
Connect Granola, pick your AI tool and paste the prompt.
The problem
Problems raised on calls never become tickets
Customers mention problems on calls that never get logged. Finding them means rereading a company's meeting notes and comparing each issue with its Freshdesk tickets, a slow job that gets skipped in a busy week.
Without PopdockAI
- Find the company's contacts in Freshdesk
- Search Granola for their meetings
- Reread notes and transcripts for issues raised
- Compare each one with recent tickets by hand
With PopdockAI
- The company and its contacts are found in Freshdesk
- Their Granola notes are read, with the transcript where needed
- Issues are compared with tickets by meaning, not wording
- Uncertain matches are flagged, and no ticket is created
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 company `{company-name}`, find problems or requests raised in Granola meetings in the last `{lookback-days}` days (default 30) that have no matching Freshdesk ticket.
**Step 1: Identify the company and its people**
Call `freshdesk-get-companies` (Freshdesk server) with `name.contains` set to `{company-name}`. If several match, list them and stop. Keep `company-id` and `domains`. Then call `freshdesk-get-contacts` (Freshdesk server) with `company-id` and keep each `email`.
**Step 2: Find their meetings**
For each contact email call `granola-get-attendee` (Granola server) with `email` and `note-created.from` set to the start of the window. Collect the distinct `note-id` values. Call `granola-get-note` (Granola server) with `id` for each and keep `title`, `scheduled-start` and `summary`. Where the summary is unclear, call `granola-get-transcript` (Granola server) with `note-id` and `text.contains` set to words like bug, broken, error, cannot, issue.
**Step 3: Get the tickets**
Call `freshdesk-get-tickets` (Freshdesk server) with `company-id` and `created-at.from` set to the start of the window. Keep `ticket-id`, `subject`, `status`.
**Step 4: Compare and report**
List each issue raised in a meeting (with meeting title and date), then mark it TICKETED (give the `ticket-id`) or NOT TICKETED. End with the count of each and the NOT TICKETED items as a short list to follow up.
**Rules & Guidelines:**
* `freshdesk-get-companies`, `freshdesk-get-contacts` and `freshdesk-get-tickets` are on the Freshdesk server; `granola-get-attendee`, `granola-get-note` and `granola-get-transcript` are on the Granola server.
* Read-only. Do not create tickets; do not call `freshdesk-add-ticket` or `freshdesk-add-ticket-note`.
**Validation:**
* Match issues to tickets by meaning, not exact wording, and say when a match is uncertain.
* If the company has no contacts or no meetings, report that and stop.Who it's for
One answer, three teams that use it
Support team leads
Catch issues before the customer repeats them
Issues raised on calls with no ticket are listed with the meeting and date, ready to log.
Which problems did Contoso mention on calls in the last 14 days that have no Freshdesk ticket?
Customer success managers
Make sure what you heard reaches support
Each issue from your calls is checked against the help desk, so nothing stays in your notes.
Check my Fabrikam calls from the last 60 days for issues that never got a Freshdesk ticket.
Account managers
Walk into reviews with every issue covered
See which concerns are ticketed and which still need action before the next meeting.
List issues raised by Northwind Traders on calls this quarter and whether each has a Freshdesk ticket.
How it works
What PopdockAI does when you ask
You name a company and a look-back period, and your AI assistant checks every issue raised on its calls against Freshdesk. It lists the gaps and never creates tickets.
01
Ask
You name a company and how many days to look back.
02
Identify
It finds the company and its contacts in Freshdesk.
03
Read
It finds their Granola meetings and reads the notes, and the transcript where needed.
04
Compare
It marks each issue ticketed or not ticketed and lists the ones to follow up.
What PopdockAI provides
The tools behind the answer
Ready made tools for Granola and one secure connection to your AI tool. No code, no exports.
freshdesk-get-companies
freshdesk-get-contacts
granola-get-attendee
granola-get-note
granola-get-transcript
freshdesk-get-tickets
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
No customer has to raise the same problem twice
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
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