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See open Salesforce cases for everyone in a meeting
For support and account teams who want to know what attendees have open with them, just by asking their AI assistant about a meeting.
On this page
Connector
Connect Salesforce, pick your AI tool and paste the prompt.
The problem
Walking into calls blind to the customer's open cases
Support and account staff meet customers without knowing the open cases those same people have raised. Preparing means looking up each attendee in Salesforce, reading their cases and then checking whether the meeting covered them.
Without PopdockAI
- Copy each attendee's email from the meeting
- Search Salesforce for their open cases one by one
- Read the case details and latest comments
- Reread the meeting notes to see what was covered
With PopdockAI
- Attendees are taken from the Granola meeting for you
- Open cases are found by contact email
- Cases the meeting did not mention are called out
- Read only, and it stops if several meetings match
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 meeting whose title contains `{meeting-title}`, report any open Salesforce support cases for its attendees.
**Step 1: Find the meeting (granola server)**
Call `granola-get-note` with `title.contains` set to `{meeting-title}`. If more than one matches, list them and stop. Read the `summary`.
**Step 2: Get attendee emails (granola server)**
Call `granola-get-attendee` with `note-id` set to the note `id`.
**Step 3: Find their cases (salesforce server)**
For each email call `salesforce-get-case` with `contact-email` set to it and `closed` false. For each case returned, optionally call `salesforce-get-case-comment` with `case-id` and read the newest comment.
**Step 4: Report**
Meeting title and date, then per attendee: open cases (`case-number`, `subject`, `priority`, `status`, `owner`, `escalated`). Then say whether the meeting summary mentions any of these cases or their subjects, and list the cases it does not mention.
**Rules & Guidelines:**
* `granola-*` tools are on the granola server; `salesforce-*` tools are on the salesforce server. Both must be connected.
* This prompt is read-only. Never call `salesforce-add-account`, `salesforce-add-contact`, `salesforce-add-lead`, `salesforce-add-opportunity`, `salesforce-add-case`, `salesforce-add-task`, `salesforce-add-asset`, `salesforce-add-campaign` or any `salesforce-update-*` tool.
**Validation:**
* If an attendee has no cases, list them as "no open cases".
* Match on `contact-email` only; do not match by name.
Who it's for
One answer, three teams that use it
Support managers
Know what customers are waiting on
See every open case for the people in a meeting, with priority, owner and escalation, in one view.
What open Salesforce cases do the attendees of my Contoso service review have?
Customer success managers
Follow up on what the meeting missed
After a customer call, find the open cases nobody brought up so you can follow up.
Which open cases did we not discuss in today's Fabrikam check-in meeting?
Account managers
Prepare for renewal conversations
Check what support issues each attendee has open before a commercial conversation.
Before my Northwind Traders renewal meeting, list the open Salesforce cases for everyone attending.
How it works
What PopdockAI does when you ask
You name the meeting, and your AI assistant lists each attendee's open Salesforce cases and checks them against the meeting summary. Nothing in Salesforce is changed.
01
Ask
You name the meeting by a word in its title.
02
Find
It finds the Granola meeting, reads the summary and gets the attendee emails.
03
Look up
It finds each attendee's open Salesforce cases by contact email.
04
Report
You get cases per attendee and which ones the meeting did not mention.
What PopdockAI provides
The tools behind the answer
Ready made tools for Salesforce and one secure connection to your AI tool. No code, no exports.
granola-get-note
granola-get-attendee
salesforce-get-case
salesforce-get-case-comment
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 open case goes unmentioned in a customer meeting
Related use cases
More ways to put this data to work
Brief a Salesforce account meeting with Granola history
Ask your AI to brief an account meeting and it combines Salesforce contacts, open opportunities and cases with Granola meeting history. Read-only.
Learn More
Trace a Salesforce opportunity through Granola meetings
Ask your AI to trace a Salesforce opportunity through its contacts' Granola meetings, flagging stale deals and next-step mismatches.
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Escalate a Salesforce case
Ask your AI to escalate a Salesforce case and it reads the last contact date and other open cases, updates priority after you confirm, and gives the owner a task due today.
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Salesforce case history
Ask your AI for a Salesforce case history and it merges comments, emails, chats, work orders and files into one timeline, says who is waiting and suggests a next step.
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Triage open Salesforce cases
Ask your AI to triage open Salesforce cases and it ranks them by priority, escalation, age and silence, and flags accounts with several open cases.
Learn More
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