Connectors

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Geotab MyAdmin

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Move Geotab MyAdmin devices to a new billing plan
Write

Move Geotab devices to a new plan, checked and confirmed

For Geotab operations teams who change device billing plans and cannot afford mistakes.

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Move Geotab MyAdmin devices to a new billing plan
Move Geotab devices G9A1B2C3D4E5 and G9B2C3D4E5F6 to device plan 12 with promo code SPRING26.
Both devices can move, and neither has a pending plan change. - G9A1B2C3D4E5: Pro (plan 10) to plan 12 - G9B2C3D4E5F6: Pro (plan 10) to plan 12 - Promo code: SPRING26 Shall I make the change for both devices?
Geotab MyAdmin
Sample figures. Your results come from your own account.
geotab-myadmin-get-device-contract
geotab-myadmin-get-device-contract-auto-request
geotab-myadmin-change-device-billing-plan
geotab-myadmin-change-device-billing-plan-bulk

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Geotab MyAdmin

Geotab MyAdmin
Run it on your own Geotab MyAdmin data.

Connect Geotab MyAdmin, pick your AI tool and paste the prompt.

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The problem

Bulk plan changes land devices on the wrong plan

Changing a Geotab device plan by hand means checking each device, skipping terminated ones and making sure a scheduled request will not undo the change. Done in bulk without those checks, the bill is wrong next month.

Without PopdockAI

  • Check each device contract one by one
  • Remove terminated devices from the list
  • Look for scheduled requests that could override
  • Find the wrong plan on next month's bill

With PopdockAI

  • Each contract is read, dropping missing and terminated devices
  • Devices already on the target plan are skipped
  • Pending auto requests that could override are listed
  • One change after you confirm, with contracts read back

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Move device(s) {device-serials} to device plan ID {new-plan-id}, applying promo code {promo-code} if given. These tools change live MyAdmin data. Never call a write tool before the user has explicitly confirmed the exact values in this conversation.

**Step 1: Current state**

For each serial, call `geotab-myadmin-get-device-contract` with device-serial = the serial. Record current device plan, device-plan-id, database and terminated flag. Drop any serial that is not found or is terminated, and say why.

**Step 2: Check for conflicts**

For each remaining serial, call `geotab-myadmin-get-device-contract-auto-request` with device-serial = the serial and active = true. A pending request may override this change; list any you find.

**Step 3: Confirm**

Show a table: serial, current plan, current plan ID, new plan ID, promo code. Ask the user to confirm. Stop if they do not.

**Step 4: Change**

* One serial: call `geotab-myadmin-change-device-billing-plan` once with serial-no, device-plan-id = {new-plan-id}, promo-code if given.
* Several: call `geotab-myadmin-change-device-billing-plan-bulk` once with serial-nos as a JSON array, device-plan-id = {new-plan-id}.

**Step 5: Verify**

Call `geotab-myadmin-get-device-contract` again for each serial and report the device plan now shown. Report the tool's result as returned.

**Rules & Guidelines:**

* Call the write tool once. If it fails, report the error and stop; do not retry with different values.
* If a serial already has device-plan-id = {new-plan-id}, skip it.

**Validation:**

* If no serial survives Step 1, stop without writing.

Who it's for

One answer, three teams that use it

Reseller billing teams

Move a customer to a new plan safely

A table of current and new plans with conflicts flagged, before anything is changed.

Move Geotab devices G9D5E6F7A8B9 and G9E6F7A8B9C1 to device plan 14.

Account managers

Apply an upgrade with a promo code

Change the plan and apply the promo code in one confirmed step.

Upgrade the three Contoso Geotab devices G9F7A8B9C1D2, G9A8B9C1D2E3 and G9B9C1D2E3F4 to plan 22 with promo code UPGRADE25.

Reseller operations

Avoid changes being undone

Pending auto requests are listed, so a scheduled change does not reverse your work.

Before moving G9C1D2E3F4A5 to plan 9, check for any pending plan changes on it.

How it works

What PopdockAI does when you ask

You give the serials, the new plan and any promo code, and your AI assistant checks every device first. Nothing changes until you confirm the table of current and new plans.

01

Ask

You give the serials, the new plan ID and any promo code.

Your AI tool

02

Check

It reads each contract and looks for pending plan changes.

geotab-myadmin-get-device-contract
geotab-myadmin-get-device-contract-auto-request

03

Confirm

You review current and new plans and say yes.

No items found.

04

Change

It makes the change once and reads the contracts back.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Geotab MyAdmin and one secure connection to your AI tool. No code, no exports.

get-data

geotab-myadmin-get-device-contract

Returns device contracts (device, plan, dates and termination status) from the Geotab MyAdmin connector. Filter by: purchase-order-number, database, start-date.to, start-date.from, device-plan, device-type, terminated, device-serial. Returns up to the requested number of records.
get-data

geotab-myadmin-get-device-contract-auto-request

Returns device-contract auto-request history (scheduled plan changes and their status) from the Geotab MyAdmin connector. Filter by: requested-by, device-serial, request-date.from, active, request-date.to, device-plan, status. Returns up to the requested number of records.
run-action

geotab-myadmin-change-device-billing-plan

Change device billing plan in Geotab MyAdmin (runs the ChangeDeviceBillingPlan method). Inputs: shared-database, device-plan-id, serial-no, is-imei, promo-code. Writes to live Geotab MyAdmin data. Note: the MyAdmin write actions are generated from the MyAdmin API schema and have not yet been tested against a live account.
run-action

geotab-myadmin-change-device-billing-plan-bulk

Change device billing plans (bulk) in Geotab MyAdmin (runs the ChangeDeviceBillingPlanBulkAsync method). Inputs: serial-nos, promo-code, device-plan-id, is-imei, shared-database. Writes to live Geotab MyAdmin data. Note: the MyAdmin write actions are generated from the MyAdmin API schema and have not yet been tested against a live account.
Read only.Nothing in Geotab MyAdmin 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

The right plan on every device, first time

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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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