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Spot which meeting guests are new to HubSpot
For sales reps who want Granola attendees matched to HubSpot contacts, just by asking their AI assistant.
On this page
Connector
Connect Granola, pick your AI tool and paste the prompt.
The problem
New contacts from meetings slip past HubSpot
Reps copy attendee emails from meeting notes and search HubSpot for each one. New contacts slip through without a record, and nobody checks their company or lifecycle stage.
Without PopdockAI
- Copy attendee emails from the meeting notes
- Search HubSpot for each address
- Open each contact for company and lifecycle stage
- Miss the people with no record
With PopdockAI
- Attendees and invitees are combined from the meeting
- Each email is looked up in HubSpot
- Known contacts show company, lifecycle stage, lead status and owner
- New people are marked NEW, and nothing is added or updated
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For the Granola meeting whose title contains `{meeting-title}`, match every attendee to a HubSpot contact and report who is known, who is new, and each known contact's company and lifecycle stage. Looking back `{lookback-days}` days (default 30).
**Step 1: Find the meeting (Granola)**
Call `granola-get-note` with title.contains set to the meeting title and created.from set to the lookback date. If more than one note matches, list them (id, title, created-at) and stop for the user to choose.
**Step 2: List attendees (Granola)**
Call `granola-get-attendee` with note-id set to the chosen note id. Also call `granola-get-invitee` with the same note-id and add any invitee email not already listed.
**Step 3: Match in HubSpot**
For each attendee email, call `hubspot-get-contacts` with email set to that address. Take company-id, company-name, lifecycle-stage, lead-status and contact-owner from the result. Skip attendees whose email ends in the user's own company domain if the user says so; otherwise include everyone.
**Step 4: Report**
A table: attendee name, email, HubSpot record-id, company-name, lifecycle-stage, lead-status, owner. Mark attendees with no HubSpot match as NEW. End with counts of known and new.
**Rules & Guidelines:**
* `granola-get-note`, `granola-get-attendee` and `granola-get-invitee` are on the Granola server. `hubspot-get-contacts` is on the HubSpot server.
* This prompt is read-only. Do not call `hubspot-add-contact`, `hubspot-update-contact` or any other add or update tool.
**Validation:**
* If Granola returns no attendees, say so and stop.
* If an email has no contact match, report it as new; do not retry with a name guess unless the user asks.
* If two contacts share an email, list both and flag the duplicate.Who it's for
One answer, three teams that use it
Account executives
Spot new people on your calls
Guests marked NEW are the people to add and follow up.
Match the attendees of the Fabrikam discovery call to HubSpot and show who is new.
Sales managers
See the stage of everyone in the meeting
Lifecycle stage and owner for each known contact show where the account stands.
What lifecycle stage are the Contoso renewal meeting attendees at in HubSpot?
Marketing operations
Catch duplicate contacts sharing an email
Two contacts on one email are flagged for clean up.
Check the Northwind Traders workshop guests against HubSpot from the last 14 days and flag any duplicates.
How it works
What PopdockAI does when you ask
You give part of the meeting title and your AI assistant checks every guest in HubSpot. It flags who is new and never changes HubSpot records.
01
Ask
You give part of the meeting title and how far back to look.
02
Find
It finds the meeting in Granola and lists attendees and invitees.
03
Match
It looks up each email in HubSpot for company, lifecycle stage, lead status and owner.
04
Report
You get a table with new people marked NEW and counts of known and new.
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-note
granola-get-attendee
granola-get-invitee
hubspot-get-contacts
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
No new contact from a meeting goes unnoticed
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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