Connectors

/

OnePageCRM

/

Find OnePageCRM deals with no recent Granola meeting
Report
Cross-Connector

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.

Try PopdockAI free
Get a live demo
Find OnePageCRM deals with no recent Granola meeting
Which open OnePageCRM deals have had no meeting with the contact in the last 30 days?
4 of 12 open deals have no meeting in the last 30 days. - Northwind Traders renewal: 48,000, Proposal, last met 18 Aug - Fabrikam rollout: 31,500, Negotiation, last met 2 Sep - Contoso upgrade: 12,000, Qualified, no meeting found - 2 deals could not be checked: contact has no email Want the full list of all 4 deals?
OnePageCRM
Sample figures. Your results come from your own account.
onepagecrm-get-deal
onepagecrm-get-contact
granola-get-attendee

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

OnePageCRM

OnePageCRM
Run it on your own OnePageCRM data.

Connect OnePageCRM, pick your AI tool and paste the prompt.

Try PopdockAI free

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.

Prompt
**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.

Your AI tool

02

List

It reads open deals and the email of each contact.

onepagecrm-get-deal
onepagecrm-get-contact

03

Check

It looks for each contact in your Granola meetings in the window.

granola-get-attendee

04

Report

You get quiet deals largest first, plus deals it could not check.

Your AI tool

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.

get-data

onepagecrm-get-deal

Returns deals from OnePageCRM, with their stage, status, amount, expected close date, owner and linked contact or company. Filter by stage, status or date.
get-data

onepagecrm-get-contact

Returns contacts from OnePageCRM, with name, company, email, phone, owner and next action. Filter to find one contact or a group.
get-data

granola-get-attendee

Returns the people who attended each Granola meeting note, so you can see who was actually in the room.
Read only.Nothing in OnePageCRM 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

Quiet deals stand out before they go cold

Try PopdockAI free
Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

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.

Try PopdockAI Free
See Documentation