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Find meeting attendees in Salesforce without searching one by one
For sales reps who ask their AI assistant which Granola meeting attendees exist in Salesforce as contacts or leads.
On this page
Connector
Connect Granola, pick your AI tool and paste the prompt.
The problem
Every attendee searched twice, as contact and lead
After a call, you compare the attendee list with Salesforce by hand. Each person has to be searched as a contact and again as a lead, and people who are not yet records are easy to miss.
Without PopdockAI
- Copy attendees and invitees from the meeting
- Search Salesforce contacts for each email
- Search leads again for the rest
- Miss people with no record
With PopdockAI
- The meeting is found, and it stops if several match
- Each email is checked as a contact, then a lead, ignoring case
- Two records on one email are both listed
- Name, account and owner per match, 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.
**Objective:** For the meeting whose title contains `{meeting-title}`, show which attendees already exist in Salesforce as contacts or leads, and which do not.
**Step 1: Find the meeting (granola server)**
Call `granola-get-note` with `title.contains` set to `{meeting-title}` and `max-records` 5. If more than one note matches, list them (title, `scheduled-start`, `id`) and stop so the user can narrow the title. If none match, say so and stop.
**Step 2: List the attendees (granola server)**
Call `granola-get-attendee` with `note-id` set to the note `id`. Collect each `name` and `email`. Also call `granola-get-invitee` with the same `note-id` and add any invitee emails not already listed. Drop rows with no email and list them separately as unmatchable.
**Step 3: Look each person up in Salesforce (salesforce server)**
For each email, call `salesforce-get-contact` with `email` set to that address. If no contact is found, call `salesforce-get-lead` with `email` set to it. Match on the exact email, ignoring case. If more than one record matches an email, report all of them and do not pick one.
**Step 4: Report**
A table with one row per attendee: name, email, match type (Contact, Lead, none), Salesforce name, `account-name` or `company`, `owner`. End with counts of contacts, leads and unmatched attendees.
**Rules & Guidelines:**
* `granola-*` tools are on the granola server; `salesforce-*` tools are on the salesforce server. Both must be connected.
* This prompt is read-only. Never call `salesforce-add-account`, `salesforce-add-contact`, `salesforce-add-lead`, `salesforce-add-opportunity`, `salesforce-add-case`, `salesforce-add-task`, `salesforce-add-asset`, `salesforce-add-campaign` or any `salesforce-update-*` tool.
**Validation:**
* If Salesforce returns nothing for an attendee, mark them "not in Salesforce" and continue with the rest.
* If an attendee name differs from the Salesforce name but the email matches, report the match and note the difference.
Who it's for
One answer, three teams that use it
Account executives
See who on the call you already know
Contacts and leads come with account and owner, so you know whose relationship it is.
Who from the Fabrikam discovery call is already a Salesforce contact or lead?
Sales development reps
Find attendees to add as leads
Unmatched people are counted, ready to add after the call.
Which attendees of the Contoso demo are not in Salesforce at all?
Salesforce administrators
Spot records sharing an email
Duplicates are listed side by side for clean up.
Match the Northwind Traders renewal meeting attendees to Salesforce and show any shared emails.
How it works
What PopdockAI does when you ask
You give the meeting title and your AI assistant checks every attendee and invitee in Salesforce. It never chooses between duplicates and changes nothing.
01
Ask
You give the meeting title.
02
Find
It locates the Granola note and stops if more than one matches.
03
Match
It checks Salesforce for a contact, then a lead, by exact email for each attendee and invitee.
04
Report
You get a table of matches with account and owner, plus counts of contacts, leads and unmatched people.
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
salesforce-get-contact
salesforce-get-lead
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
Know who is in Salesforce without comparing lists
Related use cases
More ways to put this data to work
Find Granola attendees missing from Salesforce
Ask your AI to scan recent Granola meetings and it lists attendees with no Salesforce contact or lead, ranked by meetings attended. Read-only.
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Granola attendance audit
Ask your AI to audit a recurring meeting and it compares Granola invitees with attendees, listing no-shows, uninvited guests and the attendance rate.
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Granola meeting briefing
Ask your AI to prepare you for a meeting and it builds a briefing from past Granola meetings: history, open commitments and a suggested agenda.
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Brief a Granola customer meeting with Nutshell contacts
Ask your AI to brief a Granola meeting and it matches each attendee to Nutshell, then reports company, leads and open tasks. Read-only.
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Brief a Granola meeting with Constant Contact engagement
Ask your AI to brief a Granola meeting and it reports each invitee's recent Constant Contact campaign activity and notes. Read-only, with no guessing at interest.
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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.
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