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Find won Attio deals with no Asana project
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Cross-Connector

Find won Attio deals that have no Asana project

For operations teams who ask their AI assistant which recently won Attio deals are missing a delivery project in Asana.

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Find won Attio deals with no Asana project
Which deals we won in Attio over the last 60 days have no Asana project?
5 of 12 recent won deals have no Asana project, worth 214,000 in total. - Missing: Contoso Ltd, Platform rollout, 90,000, owner Priya Nair - Missing: Northwind Traders, Renewal 2026, 48,000, owner Sam Patel - Missing: 3 more deals - Probable: Fabrikam, Support plan, a near match to a project called Fabrikam Support Want the full table of all 12 deals?
Attio
Sample figures. Your results come from your own account.
attio-get-record-deals
asana-get-project

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Attio

Attio
Run it on your own Attio data.

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

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The problem

Signed customers left without a delivery project

Won Attio deals are checked against Asana projects by eye, so a signed customer can be left with no delivery project. The gap is found only when the customer asks where their onboarding is.

Without PopdockAI

  • List recent wins in Attio
  • Search Asana for a project for each company
  • Decide whether a near match is the right project
  • Hear about the gap from the customer

With PopdockAI

  • Deals in the won stage created in the window are read
  • Asana is searched for a project for each company
  • Deals are marked covered, archived only or missing
  • Near matches are marked probable, and no project is created

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Find Attio deals in stage `{won-stage}` (default "Won") created in the last `{lookback-days}` days (default 90) that have no Asana project, so delivery work is not missed.

**Step 1: List the deals (Attio server)**

Call `attio-get-record-deals` with `deal-stage` set to `{won-stage}` and `created-at.from` set to today minus the lookback. Keep `deal-name`, `associated-company`, `deal-value`, `deal-owner` and `web-url`. If there are none, say so and stop.

**Step 2: Look for a project for each deal (Asana server)**

For each distinct `associated-company`, call `asana-get-project` with `name.contains` set to the company name (try the deal name too if the company is empty). Keep `project-id`, `name`, `archived` and `completed`.

**Step 3: Classify**

Covered: an active project name contains the company or deal name. Archived only: only archived or completed projects match. Missing: no match at all.

**Step 4: Report**

A table of deals with value, owner, status (Covered, Archived only, Missing) and the matched Asana project url. List the Missing deals first, with their total deal value.

**Rules & Guidelines:**

* `attio-get-record-deals` is on the Attio server. `asana-get-project` is on the Asana server.
* This prompt is read-only. Do not call `asana-create-project`, `asana-create-project-for-team`, `asana-duplicate-project` or any `attio-update-*` or `attio-add-*` tool. To fix a gap, point the user at the kickoff prompt on this server.

**Validation:**

* Matching is by name text. Flag near matches as Probable instead of Covered.
* If the stage name returns nothing, say the stage name may differ in this workspace and stop.

Who it's for

One answer, three teams that use it

Delivery managers

Start every new customer on time

Missing projects are listed first with their value, so onboarding starts before the customer chases.

Which Attio deals won in the last 30 days have no Asana project?

Operations leads

Check the sales to delivery handoff

Covered, archived only and missing counts show how reliably wins become projects.

Check deals in our Closed Won stage from the last 90 days against Asana projects.

Customer success managers

Know which new accounts lack a plan

See which won customers have no active project, with owner and value, before your welcome call.

List won Attio deals since last quarter whose company has only an archived Asana project.

How it works

What PopdockAI does when you ask

You give a lookback period and your AI assistant checks each recent win for an Asana project. It creates nothing and changes nothing in either system.

01

Ask

You give a lookback period and, if needed, the name of your won stage.

Your AI tool

02

List

It reads Attio deals in that stage created in the window.

attio-get-record-deals

03

Match

It searches Asana for a project for each company and marks near matches as probable.

asana-get-project

04

Report

You get a table of covered, archived only and missing deals, with missing ones first and their total value.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Attio and one secure connection to your AI tool. No code, no exports.

get-data

attio-get-record-deals

Returns deals from Attio CRM. Read-only; filter by the fields the tool offers.
get-data

asana-get-project

Returns Asana projects with their owner, team, dates, completion and current status.
Read only.Nothing in Attio 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

No won deal without a delivery project

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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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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