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Granola

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Match Granola meeting attendees to OnePageCRM contacts
Report
Cross-Connector

Find meeting guests missing from OnePageCRM

For sales reps who want Granola attendees matched to OnePageCRM contacts, just by asking their AI assistant.

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Match Granola meeting attendees to OnePageCRM contacts
Which attendees of the Contoso discovery call are in OnePageCRM? Look at the last 14 days.
Of 4 attendees at the Contoso discovery call, 3 are in OnePageCRM and 1 is not. - Dana Whitfield: Contoso, status Lead, owner Sam Patel - Priya Raman: Contoso, status Prospect, owner Sam Patel - Marcus Hale: Northwind Traders, status Customer, owner Alex Moreno - Not in the CRM: Lee Chen Want the contact IDs for the matches?
Granola
Sample figures. Your results come from your own account.
granola-get-note
granola-get-attendee
granola-get-invitee
onepagecrm-get-contact

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Granola

Granola
Run it on your own Granola data.

Connect Granola, pick your AI tool and paste the prompt.

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The problem

Meeting guests never added to OnePageCRM go unnoticed

Reps compare a meeting's attendee list to OnePageCRM by hand, one email at a time. People never added to the CRM go unnoticed, and so does the follow-up they need.

Without PopdockAI

  • Copy the attendee list from the meeting
  • Search OnePageCRM one email at a time
  • Note company, status and owner for matches
  • Miss the people never added

With PopdockAI

  • Attendees and invitees are merged by email
  • Rows with no email are counted
  • Each address is looked up ignoring case
  • Matched and not in CRM lists, 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.

Prompt
**Objective:** For the Granola meeting whose title contains `{meeting-title}`, match each attendee to a OnePageCRM contact by email and report who is and is not in the CRM. Look at meetings from the last `{lookback-days}` days (default 14).

**Step 1: Find the meeting (granola server)**

Call `granola-get-note` with `title.contains` set to `{meeting-title}` and `created.from` set to the start of the lookback window. If more than one note matches, list them (title, scheduled-start, id) and stop. If none match, say so and stop.

**Step 2: List attendees (granola server)**

Call `granola-get-attendee` with `note-id` set to the note id. Also call `granola-get-invitee` with the same `note-id` and merge the two lists by email. Drop rows with no email and count them.

**Step 3: Match to the CRM (onepagecrm server)**

For each distinct email call `onepagecrm-get-contact` with `email` set to that address. Compare case-insensitively. If nothing returns, mark the attendee as not in the CRM and continue.

**Step 4: Report**

Two tables. Matched: attendee name, email, contact id, company-name, status, owner-id. Not in CRM: name, email. End with counts of matched, unmatched and skipped (no email).

**Rules & Guidelines:**

* `granola-get-note`, `granola-get-attendee` and `granola-get-invitee` are on the granola server. `onepagecrm-get-contact` is on the onepagecrm server.
* This prompt is read-only. Never call `onepagecrm-add-contact`, `onepagecrm-update-contact`, `onepagecrm-delete-contact` or any other add, update or delete tool.

**Validation:**

* If either server returns nothing, say which one and stop.
* If one email matches several contacts, list all of them and do not pick one.

Who it's for

One answer, three teams that use it

Sales reps

Find guests to add after a call

A not in CRM list shows who needs a record and a follow-up.

Which attendees of the Fabrikam demo call are not in OnePageCRM?

Sales managers

See owner and status for everyone in the meeting

Matched contacts show who owns each relationship and where it stands.

Match the Contoso partner meeting guests to OnePageCRM with owner and status, last 30 days.

Business owners

Keep a small CRM complete

A quick check after each meeting keeps OnePageCRM in step with who you meet.

Who from this week's Northwind Traders meeting do we still need to add to OnePageCRM?

How it works

What PopdockAI does when you ask

You give part of the meeting title and your AI assistant checks every guest in OnePageCRM. It never adds, updates or deletes anything.

01

Ask

You give part of the meeting title and how far back to look.

Your AI tool

02

Find

It finds the meeting in Granola and merges attendees and invitees by email.

granola-get-note
granola-get-attendee
granola-get-invitee

03

Match

It looks up each email in OnePageCRM, ignoring case.

onepagecrm-get-contact

04

Report

You get matched contacts, people not in the CRM and counts.

Your AI tool

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.

get-data

granola-get-note

Returns Granola meeting notes with their summaries and metadata. Filter by date range, title or owner to find the meetings you need.
get-data

granola-get-attendee

Returns the people who attended each Granola meeting note, so you can see who was actually in the room.
get-data

granola-get-invitee

Returns the people invited to each Granola meeting note, so you can compare invitations with attendance.
get-data

onepagecrm-get-contact

Returns contacts from OnePageCRM, with name, company, email, phone, owner and next action. Filter to find one contact or a group.
Read only.Nothing in Granola Changes

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.

How Popdock AI secures your data

The outcome

Know who from the meeting is in the CRM

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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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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