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See attendees' open ServiceNow incidents before the call
For support and service teams who ask their AI assistant which open incidents belong to a Granola meeting's attendees.
On this page
Connector
Connect ServiceNow, pick your AI tool and paste the prompt.
The problem
Open tickets nobody raised in the stakeholder call
Before a stakeholder call, you look up each attendee in ServiceNow and search for their open tickets one at a time. It is slow, and an open issue that should have come up in the meeting gets missed.
Without PopdockAI
- Copy the attendee list from the meeting
- Find each person in ServiceNow
- Search their open incidents one by one
- Miss the critical one
With PopdockAI
- The Granola meeting and its attendees are found for you
- Each attendee's open incidents as caller are listed
- The five highest priority across everyone are pulled out
- Read only, with attendees not in ServiceNow listed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Before or after the Granola meeting matching `{meeting-title}`, list the open ServiceNow incidents whose caller attended it, looking at no more than `{max-incidents}` incidents per attendee (default 10).
**Step 1: Find the meeting (Granola)**
Call `granola-get-note` with `title.contains` set to `{meeting-title}`. If more than one matches, list them and stop. If none, say so and stop.
**Step 2: Get attendees (Granola)**
Call `granola-get-attendee` with `note-id` set to the note `id`. Keep `name` and `email`.
**Step 3: Resolve each attendee (ServiceNow)**
Call `servicenow-get-user` with `email` set to each attendee email. Keep `name` and `sys-id`. Skip attendees with no user and list them at the end.
**Step 4: Find their incidents (ServiceNow)**
For each resolved user, call `servicenow-get-incident` with `caller` set to the user (try the `sys-id`; if that returns nothing, try `name`) and `max-records` set to `{max-incidents}`. Keep only incidents whose `state` is not Resolved, Closed or Cancelled.
**Step 5: Report**
Per attendee: the open incidents (number, short-description, priority, state, assigned-to, opened). Then the five highest-priority incidents across everyone, and the attendees with no ServiceNow user.
**Rules & Guidelines:**
* `granola-get-note` and `granola-get-attendee` are on the Granola server; `servicenow-get-user` and `servicenow-get-incident` are on the ServiceNow server.
* Read only. Do not call `servicenow-add-incident`, `servicenow-update-incident` or any other write tool.
**Validation:**
* If an attendee has no open incidents, say so rather than leaving them out.
* If the caller filter rejects both forms, report that and continue with the other attendees.Who it's for
One answer, three teams that use it
IT service managers
Prepare for stakeholder reviews
Walk in knowing which attendees have open incidents and which matter most.
What open ServiceNow incidents do the people in my Fabrikam service review have?
IT business partners
Raise the right issues with leaders
See the top five open incidents across the people you are meeting.
List the highest priority open incidents for attendees of the Northwind Traders steering meeting.
Customer support leads
Follow up after a customer call
Check which attendees still have open tickets you should update them on.
After today's Contoso check-in, which attendees have open ServiceNow incidents, max 3 each?
How it works
What PopdockAI does when you ask
You name the meeting, and your AI assistant lists the open ServiceNow incidents its attendees have raised. Nothing in ServiceNow is changed.
01
Ask
You name the meeting and, if you like, a cap on incidents per person.
02
Find
It locates the Granola note and stops if several match.
03
Resolve
It finds each attendee's ServiceNow user and their open incidents as caller.
04
Report
You get incidents per person, the top five by priority and attendees with no user.
What PopdockAI provides
The tools behind the answer
Ready made tools for ServiceNow and one secure connection to your AI tool. No code, no exports.
granola-get-note
granola-get-attendee
servicenow-get-user
servicenow-get-incident
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 every attendee's open issues before the call
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.
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