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Walk into every call knowing what was agreed
For sales reps who want a briefing built from past Granola meetings with a person, just by asking their AI assistant.
On this page
Connector
Connect Granola, pick your AI tool and paste the prompt.
The problem
Calls start cold because the history is scattered
Before a call, you scroll through old notes to remember what was agreed, what is still open and who promised what. When the history is spread across many meetings, something gets forgotten and the call starts cold.
Without PopdockAI
- Search old notes for meetings with the person
- Reread each summary
- Hunt through transcripts for the topic
- Write an agenda from memory
With PopdockAI
- Past meetings the person attended or was invited to are found
- Each summary is read, and transcripts searched for your topic
- Commitments from each side are listed as unconfirmed
- A suggested agenda and three questions, with nothing 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 briefing for a meeting with `{person-email}` about `{topic}` (optional), using the last `{lookback-days}` days (default 90) of past meetings.
**Step 1: Find past meetings with this person**
Call `granola-get-attendee` with `email` set to `{person-email}` and `note-created.from` set to the date `{lookback-days}` days ago. Also call `granola-get-invitee` with the same `email` and date filter to catch meetings they were invited to but did not attend. Collect the distinct `note-id` values. If none, say so and stop.
**Step 2: Read the meetings**
For each note, call `granola-get-note` with `id` set to the note id and read the `summary`. If `{topic}` is given, keep only notes relevant to it (check `title` and `summary`), and call `granola-get-transcript` with `note-id` and `text.contains` set to `{topic}` for the exact discussion.
**Step 3: Report**
* Relationship history: meetings in date order, one line each
* What was last agreed and what was left open
* Commitments made by each side that may still be pending
* Suggested agenda and 3 questions to ask
* Meetings where they were invited but did not attend
**Rules & Guidelines:**
* Read-only. Only call `granola-get-attendee`, `granola-get-invitee`, `granola-get-note` and `granola-get-transcript`.
* Treat pending commitments as unconfirmed; the notes may be out of date.
* Keep the briefing for the signed-in user; do not suggest forwarding it.
**Validation:**
* If `{lookback-days}` is empty use 90.
* If the email matches no attendee, suggest checking the spelling before widening the search.Who it's for
One answer, three teams that use it
Account executives
Pick up a deal where you left it
What was last agreed and left open comes with a suggested agenda.
Prepare me for my call with tom.reyes@fabrikam.com about pricing. Look back 60 days.
Customer success managers
Prepare for a check-in in one question
Open commitments from both sides show what to follow up on.
Brief me for my check-in with dana@northwindtraders.com, everything from the last 120 days.
Consultants
Arrive with the right questions
Three questions to ask help you move the conversation forward.
What did I agree with priya@contoso.com about the rollout plan, and what should I ask next?
How it works
What PopdockAI does when you ask
You give the person's email and your AI assistant builds a briefing from your past Granola meetings with them. It changes nothing.
01
Ask
You give the person's email and, if you like, a topic and how far back to look.
02
Find
It finds past Granola meetings they attended or were invited to.
03
Read
It reads each summary and searches the transcript for your topic.
04
Report
You get the history, open commitments, a suggested agenda and three questions.
What PopdockAI provides
The tools behind the answer
Ready made tools for Granola and one secure connection to your AI tool. No code, no exports.
granola-get-attendee
granola-get-invitee
granola-get-note
granola-get-transcript
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
Start each call knowing what was agreed
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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