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Show client work from TickTick on the HubSpot company
For teams who track client work in TickTick and want a summary on the HubSpot company record, by asking their AI assistant to write it.
On this page
Connector
Connect TickTick, pick your AI tool and paste the prompt.
The problem
Client work done but invisible to the account team
Work done for a client in TickTick is invisible in HubSpot unless someone writes it up. Pulling the completed tasks for one company, adding up focus time and writing a tidy note takes long enough that it rarely happens.
Without PopdockAI
- Filter completed TickTick tasks for the client
- Add up focus time by hand
- Write the summary note in HubSpot
- Skip it when the week gets busy
With PopdockAI
- The HubSpot company and any single open deal are found
- Completed tasks are read with real focus time, never estimated
- Doubtful tasks are left out unless you keep them
- It stops if a log exists, and writes only after you say yes
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Record the TickTick work completed for the HubSpot company `{company-name}` over the last `{lookback-days}` days (default 7) as one note on the company's HubSpot timeline, also linked to its open deal when exactly one applies. If `{project-name}` is given, only that TickTick project. Nothing is written until the user confirms.
**Step 1: Find the company (HubSpot)**
Call `hubspot-get-companies` (HubSpot server) with `company-name.contains` set to the name. If more than one matches, list them and stop. If none, say so and stop. Keep `record-id` and `company-name`. Call `hubspot-get-deals` with `company-id` set to the record-id and keep deals whose stage is not closed.
**Step 2: Completed work (TickTick)**
If a project name was given, call `ticktick-get-projects` (TickTick server) with `name` set to it and keep its `project-id`; stop if it does not match exactly one. Call `ticktick-get-completed-tasks` with `title.contains` set to the distinctive part of the company name, `completed-time.from` set to today minus the lookback days, and `project-id` if one was found. Call it again with `tags.contains` set to the same text and merge the results by `task-id`. Keep title, completed-time, focus-duration-seconds and project-name. If nothing comes back, say so and stop.
**Step 3: Check it is not already logged (HubSpot)**
Call `hubspot-get-notes` with `company-id` set to the record-id, `activity-date.from` set to the start of the period and `body-preview.contains` set to "TickTick work log". If a note comes back, show it and stop.
**Step 4: Draft and confirm**
Draft the note:
```
TickTick work log <from date> to <to date>
- <completed date> <task title> (<focus minutes> min focus)
Total: <n> tasks, <total focus minutes> min focus
```
Propose the deal if exactly one open deal exists; otherwise associate the company only. Show the draft and the associations and ask for explicit confirmation. Write nothing without a clear yes.
**Step 5: Write (only after yes)**
Call `hubspot-add-note` (HubSpot server) once with `timestamp` set to today, `body` set to the approved text, `company-ids` set to the record-id and `deal-ids` set to the deal record-id if approved. Report the returned id, then repeat the Step 3 read and confirm the note appears.
**Rules & Guidelines:**
* `hubspot-get-companies`, `hubspot-get-deals`, `hubspot-get-notes` and `hubspot-add-note` are on the HubSpot server; `ticktick-get-projects` and `ticktick-get-completed-tasks` are on the TickTick server.
* The only write is `hubspot-add-note`, once. Call no other write tool: no other hubspot-add, hubspot-update, hubspot-rename, hubspot-remove, hubspot-subscribe, hubspot-unsubscribe or hubspot-import tool (including `hubspot-add-company-note`, `hubspot-add-deal-note` and `hubspot-update-deal`).
* TickTick is only read. Never call a TickTick write tool (`ticktick-add-task`, `ticktick-update-task`, `ticktick-complete-task`, `ticktick-complete-tasks`, `ticktick-move-task`, `ticktick-assign-task`, `ticktick-unassign-task`, `ticktick-add-task-comment`, `ticktick-add-project`, `ticktick-update-project`, `ticktick-add-project-group`, `ticktick-update-project-group`, `ticktick-add-column`, `ticktick-update-column`, `ticktick-add-tag`, `ticktick-add-focus-session`).
* Do not set owner-id unless the user gives a numeric HubSpot owner ID.
**Validation:**
* Matching is by title or tag text; list any task whose link to the company is doubtful and leave it out unless the user keeps it.
* A task with no focus time shows 0 min; do not estimate time.
* If the read-back does not show the note, say the write may have failed and do not retry.Who it's for
One answer, three teams that use it
Project managers
Report delivered work without writing it up
A note on the company record shows what was done for the client, with focus time, from your finished tasks.
Log this month's completed TickTick work for Contoso as a HubSpot company note.
Account managers
Know what was delivered before a renewal
See a tidy record of work completed for the client in HubSpot, linked to the open deal when there is one.
Add a HubSpot note for Fabrikam summarising the TickTick tasks we finished for them last week.
Consultants
Share your work with the account team
Turn your completed tasks into a note the sales and service team can read, without double logging.
Write up my completed TickTick tasks in the Northwind project for September as a note on Northwind Traders in HubSpot.
How it works
What PopdockAI does when you ask
You name the HubSpot company, and your AI assistant drafts one note from the TickTick work completed for it. Nothing is written until you confirm, and TickTick is only read.
01
Find
It finds the HubSpot company and any single open deal.
02
Read
It reads the TickTick tasks completed for that company and their focus time.
03
Check
It stops if a work log note already exists for the period.
04
Confirm
You review the draft note and links, then it writes it and reads it back.
What PopdockAI provides
The tools behind the answer
Ready made tools for TickTick and one secure connection to your AI tool. No code, no exports.
hubspot-get-companies
hubspot-get-deals
ticktick-get-projects
ticktick-get-completed-tasks
hubspot-get-notes
hubspot-add-note
hubspot-add-company-note
hubspot-add-deal-note
hubspot-update-deal
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
Delivered work visible on every client record
Related use cases
More ways to put this data to work
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