Report

Cross-Connector

Match meeting participants to Nutshell contacts

For sales operations teams who ask their AI assistant to check a Granola meeting's people against Nutshell.

Match Granola meeting people to Nutshell contacts

Check the people on the Contoso quarterly review against Nutshell, leaving out our own team.

5 external people: 3 matched, 1 matched by name only, 1 not in Nutshell. - Matched: Dana Whitfield, Contoso, attended - Matched: Lee Ortega, Contoso, attended - Name only: Alex Kim, email differs from Nutshell - Not in Nutshell: priya@contoso.example, invited only Want the full table with company links?

Granola

Sample figures. Your results come from your own account.

granola-get-note

granola-get-attendee

granola-get-invitee

nutshell-get-contact

On this page

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Granola

Run it on your own Granola data.

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

The problem

Common names return the wrong Nutshell contact

Checking whether meeting participants exist in Nutshell means searching for each name. Common names return several people, and unknown contacts go unnoticed, so the CRM drifts from who you actually met.

Without PopdockAI

List the meeting's attendees and invitees
Search Nutshell for each name
Pick between several people with the same name
Miss the people who are not there

With PopdockAI

Each person is marked attended, invited only or both
Matches are confirmed by comparing emails
Name-only and ambiguous matches are flagged, not picked
Your own team is left out unless you ask, 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 `{note-title}`, check every attendee and invitee against Nutshell and report who is a known contact, who is not, and who was invited but did not attend. Leave out people on the owner's own email domain unless `{include-internal}` is yes (default no).

**Step 1: Find the meeting**

Call `granola-get-note` with `title.contains` set to `{note-title}`. If several match, list them and stop. If none, stop.

**Step 2: List attendees and invitees**

Call `granola-get-attendee` and `granola-get-invitee` with `note-id` set to the note `id`. Keep `name` and `email`. Mark each person as attended, invited only, or both.

**Step 3: Match each person**

For each person, call `nutshell-get-contact` with `name.contains` set to the person's `name` (if `name` is empty, use the part of `email` before the @). Keep a contact only if one of its `emails` equals the Granola `email` (ignore case); if none of the returned contacts carries that email but exactly one has the same full name, keep it and mark it "matched by name only". If several remain, list them and do not pick one. If there is no match, mark the person "not in Nutshell" and continue.

**Step 4: Report**

Output a table: name, email, status (attended, invited only), Nutshell result (matched, matched by name only, ambiguous, not in Nutshell), Nutshell contact `id`, company-id and the nutshell-link field. End with counts of each result.

**Rules & Guidelines:**

* Granola tools (`granola-*`) read meetings; Nutshell tools (`nutshell-*`) read the CRM. Both servers must be connected.
* This is read-only. Never call `nutshell-delete-person`, `nutshell-delete-company`, `nutshell-delete-lead`, `nutshell-add-company`, `nutshell-add-person`, `nutshell-add-activity`, `nutshell-add-lead`, `nutshell-update-person`, `nutshell-update-lead`, `nutshell-update-company`.
* Meeting notes and transcripts are private to their owners and attendees. Only report content the tools returned for the signed-in user, and do not quote transcript text beyond what the report needs.
* Nutshell has no email filter on contacts: match on `name.contains`, then confirm by comparing the contact `emails` with the Granola `email`.
**Validation:**

* If the meeting has no people, say so and stop.

Who it's for

One answer, three teams that use it

Sales operations

Keep Nutshell in step with real meetings

Counts of matched, ambiguous and unknown people show where the CRM has drifted.

Check the people on the Fabrikam quarterly review against Nutshell, without our own team.

Account executives

Find who to add after a meeting

Unknown people are listed so you can add them while the meeting is fresh.

Who from the Contoso workshop is not in Nutshell yet?

CRM administrators

Resolve ambiguous names safely

Ambiguous names are flagged instead of guessed, so nothing gets linked to the wrong person.

Match the Northwind Traders planning meeting participants to Nutshell and show any ambiguous names.

How it works

What PopdockAI does when you ask

You name the meeting and your AI assistant checks every participant in Nutshell, confirming each match by email. Nothing in Nutshell is changed.

Ask

You name the meeting, and say whether to include colleagues.

Your AI tool

List

It finds the Granola note and marks each person as attended, invited only or both.

granola-get-note

granola-get-attendee

granola-get-invitee

Match

It searches Nutshell by name and confirms each match by comparing emails.

nutshell-get-contact

Report

You get a table of results with company and counts for matched, ambiguous and unknown people.

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

nutshell-get-contact

Returns Nutshell people (contacts) with their emails, phones and linked companies. Filter by name, email, owner and other fields.

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.

The outcome

The CRM matches who you actually met

Related use cases

More ways to put this data to work

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.

Learn More

Find Granola meetings not logged in Nutshell

Ask your AI which of a person's recent Granola meetings have no matching Nutshell activity. Pairings are by title and day, labelled as best guesses, and nothing is changed.

Learn More

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.

Learn More

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.

Learn More

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.

Learn More

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.