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Find open deals with no recent Chorus contact
For sales leaders who want to know which open deals have gone quiet, just by asking their AI assistant.
On this page
Connector
Connect OnePageCRM, pick your AI tool and paste the prompt.
The problem
Healthy looking deals nobody has spoken to
Managers cannot tell which open deals have gone quiet without opening OnePageCRM and Chorus deal by deal. A deal can look healthy in the CRM while nobody has spoken to the customer for weeks.
Without PopdockAI
- List open deals in OnePageCRM
- Search Chorus for each company's last conversation
- Check emails when there is no call
- Do it deal by deal
With PopdockAI
- Open deals closing by your date are listed
- Chorus is checked for a recent conversation, then emails
- Each deal is flagged Quiet, Email only or Active, with totals
- Unmatched company names are marked, not called quiet
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For open deals closing by `{close-by-date}` (ISO date, default 60 days from today), report which have had a Chorus conversation in the last `{quiet-days}` days (default 21) and which have not.
**Step 1: Collect open deals (onepagecrm server)**
Call `onepagecrm-get-deal` with `status` set to pending and `expected-close-date.to` set to `{close-by-date}`. Keep id, name, company-id, company-name, amount, stage, expected-close-date and contact-name.
**Step 2: Check Chorus for each deal (chorus server)**
For each deal, call `chorus-get-engagements` with `account-name` set to the deal company-name and `date.from` set to today minus `{quiet-days}` days. If that returns nothing, retry with `account-name.contains`. Note the latest conversation date and any opportunity-name that matches the deal name.
For deals with no conversation, call `chorus-get-emails` with `account-name.contains` and `sent-time.from` the same date, to tell a silent deal from one run over email.
**Step 3: Report**
A table sorted by amount descending: deal, company, amount, stage, expected close, last conversation date, emails in window, and a flag of Quiet (nothing in either channel), Email only, or Active. Total the amount in each flag.
**Rules & Guidelines:**
* `onepagecrm-get-deal` is on the onepagecrm server; `chorus-get-engagements` and `chorus-get-emails` are on the chorus server.
* Read-only. Never call `onepagecrm-update-deal`, `onepagecrm-add-action` or any other add, update or delete tool. Recommend follow-ups in words only.
* Do not reproduce email bodies.
**Validation:**
* If no open deals match, say so and stop.
* If a company name finds no Chorus account, mark the deal Unmatched rather than Quiet, since the name may differ between systems.Who it's for
One answer, three teams that use it
Sales leaders
See quiet pipeline at a glance
Totals per flag show how much open value has had no recent conversation.
Which open OnePageCRM deals closing this quarter have had no Chorus contact in 30 days?
Sales managers
Know which deals to chase
Deals sorted by amount and flagged quiet tell you where to step in first.
Flag open OnePageCRM deals closing in 45 days as Quiet, Email only or Active from Chorus.
Revenue operations
Spot deals run only over email
Email only deals stand out from silent ones, so you can tell neglect from a different style.
Which open OnePageCRM deals have Chorus emails but no calls in the last 21 days?
How it works
What PopdockAI does when you ask
You give a close-by date and a quiet period, and your AI assistant checks each open OnePageCRM deal for recent Chorus contact. It only reads.
01
Ask
You give a close-by date and a quiet period in days.
02
Collect
It lists the open OnePageCRM deals closing by that date.
03
Check
It looks for a recent Chorus conversation or email per deal company.
04
Report
You get a table by amount flagged Quiet, Email only or Active.
What PopdockAI provides
The tools behind the answer
Ready made tools for OnePageCRM and one secure connection to your AI tool. No code, no exports.
onepagecrm-get-deal
chorus-get-engagements
chorus-get-emails
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
See which deals have gone quiet, and the money in them
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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