/
/
See unhappy customers alongside their recent meetings
For leaders who ask their AI assistant which customers rated support poorly and what was said in meetings with them.
On this page
Connector
Connect Freshdesk, pick your AI tool and paste the prompt.
The problem
A low rating says who is unhappy but not why
A poor satisfaction rating tells leadership a customer is unhappy, but not what was said since. Getting the context means finding the ticket in Freshdesk, then searching Granola notes for recent meetings with that person.
Without PopdockAI
- Find recent low ratings in Freshdesk
- Open the contact and the ticket behind each
- Search Granola for meetings with that person
- Miss the customers nobody has met
With PopdockAI
- Recent low ratings are read with the ticket behind each
- Each customer's recent Granola meetings are found and summarised
- One block per customer shows rating, feedback and meetings
- Customers with no recent meeting are flagged, and tickets are left alone
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find customers who gave a rating of `{max-rating}` or lower (default 2) in the last `{lookback-days}` days (default 30) and show what was said in recent meetings with them.
**Step 1: Find the low ratings**
Call `freshdesk-get-satisfaction-ratings` (Freshdesk server) with `rating.max` set to `{max-rating}` and `created-at.from` set to the start of the window. Keep `rating`, `feedback`, `ticket-id` and `user-id`.
**Step 2: Identify the customers**
For each distinct `user-id` call `freshdesk-get-contacts` (Freshdesk server) with `contact-id` set to it. Keep `name`, `email`, `company-id`. For each `ticket-id` call `freshdesk-get-tickets` (Freshdesk server) with `ticket-id` and keep `subject` and `status`.
**Step 3: Find their meetings**
Call `granola-get-attendee` (Granola server) with `email`, then `granola-get-note` (Granola server) with `id` set to each `note-id` and keep `title`, `scheduled-start` and `summary`.
**Step 4: Report**
One block per customer: name, company, rating and feedback, the ticket, and the most recent meetings with a one-line summary of each. Flag anyone with no meeting in the window as no recent contact.
**Rules & Guidelines:**
* `freshdesk-get-satisfaction-ratings`, `freshdesk-get-contacts` and `freshdesk-get-tickets` are on the Freshdesk server; `granola-get-attendee` and `granola-get-note` are on the Granola server.
* Read-only. Do not call `freshdesk-reply-to-ticket`, `freshdesk-add-ticket-note` or `freshdesk-update-ticket`.
**Validation:**
* If there are no low ratings, say so and stop.
* If a contact has no email, report the rating without meeting context.Who it's for
One answer, three teams that use it
Executives
Know who needs a call from you
See unhappy customers with their recent meetings, and which ones have had no conversation at all, in one short read.
Which customers rated our support poorly this month, and have any of them met with us since?
Customer success managers
Prepare for a recovery conversation
The feedback and what was discussed in recent meetings sit together, so you open the call with the full story.
Show me low Freshdesk ratings from the last 45 days with a summary of each customer's recent Granola meetings.
Account managers
Find unhappy accounts nobody has met
Customers with no meeting in the window are flagged, so you can book time before the next renewal conversation.
Which customers gave a Freshdesk rating of 1 in the last 60 days and have no Granola meeting since?
How it works
What PopdockAI does when you ask
You set a rating threshold and a look back period, or use the defaults, and your AI assistant joins each low rating to recent meetings. It never replies to or updates a ticket.
01
Ask
You set the rating threshold and how many days to look back, or use the defaults.
02
Find
It reads recent low satisfaction ratings in Freshdesk.
03
Identify
It looks up each customer and the ticket, then their Granola meetings.
04
Report
You get one block per customer, with anyone without a recent meeting flagged.
What PopdockAI provides
The tools behind the answer
Ready made tools for Freshdesk and one secure connection to your AI tool. No code, no exports.
freshdesk-get-satisfaction-ratings
freshdesk-get-contacts
freshdesk-get-tickets
granola-get-attendee
granola-get-note
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
Every unhappy customer with the conversations around them
Related use cases
More ways to put this data to work
Summarize a Freshdesk customer account
Ask your AI to summarize a Freshdesk company: contacts, tickets, time spent, satisfaction and renewal risk signals in one read-only account view.
Learn More
Freshdesk and Constant Contact customer profile
Ask your AI about a customer email and it joins Freshdesk tickets and ratings to Constant Contact lists and email activity in one read-only profile.
Learn More
Freshdesk and Drip customer view by email
Ask your AI about an email address and it joins Freshdesk tickets and ratings to the Drip subscriber, tags and campaigns, flagging tension between them.
Learn More
Freshdesk and Mailchimp customer profile by email
Ask your AI about an email and it combines Freshdesk tickets and ratings with Mailchimp status and campaign activity, ending in a happy or at-risk read.
Learn More
Freshdesk and Shopify customer profile by email
Ask your AI about an email and it joins Freshdesk tickets and ratings to Shopify spend, orders and refunds, with a timeline and a read on the relationship.
Learn More
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.