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Get a renewal brief that joins support history and deal owners
For support and account teams who ask their AI assistant to prepare for customers renewing soon.
On this page
Connector
Connect Freshdesk, pick your AI tool and paste the prompt.
The problem
Renewal prep means stitching three sources together
Preparing for renewals means pulling dates from Freshdesk, deal owners from Attio and ticket history for each customer, one company at a time. The brief is slow to build and the support story often gets left out.
Without PopdockAI
- Filter Freshdesk companies by renewal date
- Look up each company's deals and owner in Attio
- Count recent tickets and escalations by hand
- Leave the support history out to save time
With PopdockAI
- Companies renewing in your window are found with tier and health
- Each is matched to Attio by domain for deals and owners
- Tickets from the last 90 days add counts, escalations and top type
- Nothing is invented and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Prepare a brief on customers whose Freshdesk renewal date falls in the next `{window-days}` days (default 60), up to `{max-companies}` companies (default 10).
**Step 1: Find renewing companies in Freshdesk**
Call `freshdesk-get-companies` (Freshdesk server) with `renewal-date.from` set to today and `renewal-date.to` set to today plus the window. Note name, domains, account tier, health score and renewal date.
**Step 2: Match each to Attio**
For each company, call `attio-get-record-companies` (Attio server) with the first domain as `domains.contains`. Then call `attio-get-record-deals` with the Attio record-id as `associated-company` and note open deals and owners. If there is no Attio match, mark the company as having no CRM owner.
**Step 3: Pull support history**
Call `freshdesk-get-tickets` with `company-id` set to the Freshdesk company-id and `created-at.from` set to 90 days ago. Count tickets, escalated tickets, and the most common type.
**Step 4: Report**
Order by renewal date. For each company give: renewal date, account tier, health score, Attio deal owner and stage, ticket count and escalations, and one line on what to raise in the renewal conversation.
**Rules & Guidelines:**
* `freshdesk-get-companies` and `freshdesk-get-tickets` are on the Freshdesk server. `attio-get-record-companies` and `attio-get-record-deals` are on the Attio server.
* Read only. Do not call any add, update, upsert or delete tool on either server.
**Validation:**
* If no company renews in the window, say so and stop.
* Do not invent a health score or owner that a tool did not return.Who it's for
One answer, three teams that use it
Customer success managers
Walk into renewals with the support story
Each company comes with tickets, escalations and a point to raise, so the renewal call starts with what the customer experienced.
Build a renewal brief for companies renewing in the next 30 days, up to 15 companies.
Account executives
See which of your renewals carry risk
Your open deals sit beside recent escalations, so you know which renewals need a plan before you call.
Which companies renewing before the end of December have escalated Freshdesk tickets, and who owns them in Attio?
Revenue leaders
Review the renewal calendar in one page
A brief ordered by renewal date gives you a quick scan of owners, health and support load across upcoming renewals.
Give me a renewal brief for the next 90 days ordered by renewal date, with owners and ticket counts.
How it works
What PopdockAI does when you ask
You set a window and how many companies to cover, and your AI assistant builds a renewal brief across Freshdesk and Attio. Missing health scores or owners are left blank, never guessed.
01
Ask
You set the window in days and how many companies to cover.
02
Find
It lists Freshdesk companies renewing in the window.
03
Match
It finds each in Attio for open deals and owners, and reads 90 days of tickets.
04
Report
You get a brief ordered by renewal date with a point to raise for each company.
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-companies
attio-get-record-companies
attio-get-record-deals
freshdesk-get-tickets
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
A renewal brief ready before every renewal
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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