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See which open OnePageCRM deals have gone quiet
For sales leaders who want to spot deals with no recent conversation, just by asking their AI assistant.
On this page
Connector
Connect OnePageCRM, pick your AI tool and paste the prompt.
The problem
Deals go cold before the quarter review
Deals quietly go cold and nobody notices until the quarter review. Spotting them means listing open deals, finding each contact's email and searching meeting records for the last time anyone spoke.
Without PopdockAI
- List open deals in OnePageCRM
- Find each contact's email
- Search Granola for recent meetings
- Notice quiet deals too late
With PopdockAI
- Open deals and each contact's email are read
- Granola is checked for the contact in recent meetings
- Quiet deals are listed largest first, with last meeting date
- Contacts with no email are listed apart, and nothing changes
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** List open OnePageCRM deals whose contact has not appeared in any Granola meeting in the last `{lookback-days}` days (default 30), so the owner can see which deals are going quiet. Limit to deals owned by user id `{owner-id}` when given.
**Step 1: Open deals (onepagecrm server)**
Call `onepagecrm-get-deal` with `status` set to pending (if the status value is rejected, call without it and drop won and lost deals yourself) and `owner-id` set to `{owner-id}` when provided. Keep name, amount, stage, expected-close-date, contact-id and contact-name.
**Step 2: Contact emails (onepagecrm server)**
For each distinct contact-id call `onepagecrm-get-contact` with `id` set to the contact id and keep the email. Contacts without an email cannot be checked: list them separately.
**Step 3: Recent meetings (granola server)**
Call `granola-get-attendee` with `email` set to each contact email and `note-created.from` set to the start of the lookback window. A deal has recent coverage if any row returns.
**Step 4: Report**
Table of deals with no recent meeting: deal name, contact, amount, stage, expected-close-date, date of the last meeting if one exists outside the window (call `granola-get-attendee` again without the date filter and take the newest). Sort by amount, largest first. Then the list of deals that could not be checked.
**Rules & Guidelines:**
* `granola-get-attendee` is on the granola server. `onepagecrm-get-deal` and `onepagecrm-get-contact` are on the onepagecrm server.
* Read-only. Never call `onepagecrm-update-deal`, `onepagecrm-add-action` or any other write tool.
**Validation:**
* If there are no open deals, say so and stop.
* Match emails case-insensitively; a contact with no Granola row is reported as no meeting found, not as an error.Who it's for
One answer, three teams that use it
Sales leaders
Spot quiet deals before the review
Large deals with no recent meeting are listed first, so you can step in early.
Which open OnePageCRM deals have had no Granola meeting in 45 days?
Sales managers
Check a rep's deals are active
See which of a rep's deals have gone without a meeting, largest first.
Which of Tom Reyes's OnePageCRM deals have had no meeting in 30 days?
Sales reps
Know which deals need a meeting
Your quiet deals with their last meeting date show who to book time with next.
Which of my open OnePageCRM deals have had no Granola meeting in three weeks?
How it works
What PopdockAI does when you ask
You say how far back to look, and your AI assistant checks each open OnePageCRM deal for a recent Granola meeting. It changes no deals and adds no actions.
01
Ask
You say how many days to look back and, if you like, which owner.
02
List
It reads open deals and the email of each contact.
03
Check
It looks for each contact in your Granola meetings in the window.
04
Report
You get quiet deals largest first, plus deals it could not check.
What PopdockAI provides
The tools behind the answer
Ready made tools for OnePageCRM and one secure connection to your AI tool. No code, no exports.
onepagecrm-get-deal
onepagecrm-get-contact
granola-get-attendee
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
Quiet deals stand out before they go cold
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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