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Know who owns each expiring 2Checkout subscription in Attio
For sales teams who ask their AI assistant which 2Checkout subscriptions expire soon and which Attio deal and owner sit behind each one.
On this page
Connector
Connect 2Checkout, pick your AI tool and paste the prompt.
The problem
Renewals chased without knowing the deal owner
Renewals are chased from a 2Checkout export, and nobody checks which Attio deal or owner sits behind each one. Matching every email to a person, company and deal takes so long it gets skipped.
Without PopdockAI
- Export expiring subscriptions from 2Checkout
- Search Attio for each subscriber
- Find the company and its deals
- Notice the missing deal after the plan lapses
With PopdockAI
- Expiring subscriptions read, disabled ones left out
- Each email looked up once in Attio
- Deal name, stage, value and owner added
- Missing people and missing deals grouped apart
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** List 2checkout subscriptions expiring within {days} days (default 60) and show, for each, the Attio relationship and open deal behind it.
**Step 1: Find expiring subscriptions**
Call `2checkout-get-subscription` (2checkout server) with expiration-date.from set to today and expiration-date.to set to today plus {days} days. If {product} is not empty, also set product-name.contains to it. Keep subscription-reference, product-name, expiration-date, status and end-user-email. Drop subscriptions that are already disabled.
**Step 2: Find each subscriber in Attio**
For each distinct end-user-email, call `attio-get-record-people` (Attio server) with email-addresses set to it. Take the person's company, then call `attio-get-record-deals` (Attio server) with ssociated-company set to it. Keep deal-name, deal-stage, deal-value and deal-owner.
**Step 3: Report**
Produce a table sorted by expiration-date: subscription-reference, product, expiration-date, subscriber email, Attio company, open deal and stage, deal-owner. Group the rows that have no Attio person under "Not in Attio" and the rows with a person but no deal under "No open deal".
**Rules & Guidelines:**
* `2checkout-get-subscription` is on the 2checkout server; `attio-get-record-people` and `attio-get-record-deals` are on the Attio server.
* Look up each email once even if it has several subscriptions.
* Read-only. Do NOT call `attio-add-company`, `attio-add-person`, `attio-add-deal`, `attio-update-company`, `attio-update-person`, `attio-update-deal`, `attio-upsert-company`, `attio-upsert-person`, `attio-delete-company`, `attio-delete-person` or `attio-delete-deal` (Attio server), and do not call any 2checkout tool that adds, updates, cancels, refunds, enables, disables or deletes (2checkout server).
**Validation:**
* If no subscriptions expire in the window, say so and stop.
* If more than 50 distinct emails are found, process the 50 soonest to expire and say how many were left out.Who it's for
One answer, three teams that use it
Account executives
See your renewals and their deals
Know which of your deals sit behind subscriptions about to expire.
Which 2Checkout subscriptions expiring in 30 days are on deals I own in Attio?
Sales managers
Find renewals with no deal open
Subscribers with a person but no deal are grouped so you can open one.
List 2Checkout renewals in the next 60 days with no Attio deal.
Revenue operations
Find subscribers missing from Attio
Subscribers who are not in Attio at all are listed apart for clean up.
Which expiring 2Checkout subscribers on the Pro plan are not in Attio?
How it works
What PopdockAI does when you ask
You say how far ahead to look and your AI assistant matches each expiring subscriber to Attio. It looks up at most 50 emails and tells you how many were left out.
01
Ask
You give the number of days ahead and, optionally, a product.
02
Find
It lists 2Checkout subscriptions expiring in that window and drops disabled ones.
03
Match
It looks up each subscriber email in Attio, then the company and its deals.
04
Report
You get a table by expiry date, with missing people and missing deals grouped separately.
What PopdockAI provides
The tools behind the answer
Ready made tools for 2Checkout and one secure connection to your AI tool. No code, no exports.
2checkout-get-subscription
attio-get-record-people
attio-get-record-deals
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 renewal goes to the right owner
Related use cases
More ways to put this data to work
Find 2Checkout customers missing from Attio
Ask your AI which 2Checkout customers are not in Attio. It matches on email, labels company name matches as hints, and changes nothing.
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Audit 2Checkout affiliate commissions
Ask your AI to audit a 2Checkout affiliate and it compares the configured rate with each order's commission and lists the ones that are off. Read-only.
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Audit 2Checkout price option groups
Ask your AI to audit 2Checkout price option groups and it flags unused groups, missing defaults, scale gaps and groups shared by many products. Read-only.
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Audit 2Checkout product pricing
Ask your AI to audit a 2Checkout product and get an OK or Needs attention verdict, with each missing price, default or image listed. Read-only.
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Audit 2Checkout promotions
Ask your AI to audit 2Checkout promotions and get ranked findings on expired, empty, stacking and recurring discounts, plus live, expired and disabled counts. Read-only.
Learn More
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