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Know each attendee's open Zendesk tickets before the meeting
For support teams who ask their AI assistant which open Zendesk tickets belong to a Granola meeting's attendees.
On this page
Connector
Connect Zendesk, pick your AI tool and paste the prompt.
The problem
Walking into a meeting without knowing who has open tickets
Before a customer meeting someone copies attendee emails from the notes and searches Zendesk for each one. Open tickets get missed, and searching by name can pull up the wrong customer.
Without PopdockAI
- Copy attendee emails from the meeting notes
- Search Zendesk for each person
- Filter out solved tickets by hand
- Pick up the wrong customer from a name search
With PopdockAI
- The Granola note and its attendees are found
- It asks when several notes match
- Tickets are matched by exact email only
- People with no tickets are stated plainly
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 meeting matching `{meeting-title}`, show which attendees have open Zendesk tickets and what those tickets are.
**Step 1: Find the meeting and its attendees (Granola server)**
Call `granola-get-note` with `title.contains` set to `{meeting-title}`. If more than one note matches, list them (title, `scheduled-start`) and stop so the user can choose. Then call `granola-get-attendee` with `note-id` set to the chosen note's `id`. Collect each attendee `name` and `email`.
**Step 2: Find each attendee's tickets (Zendesk server)**
For each attendee email, call `zendesk-get-ticket` with `requester-email` set to that email. Keep tickets whose `status` is new, open, pending or hold. Skip solved and closed tickets unless `{include-solved}` is yes.
**Step 3: Report**
One section per attendee: name, email, then a table of `ticket-id`, `subject`, `status`, `priority`, `assignee-name`, `created-date`. State plainly when an attendee has no tickets, and list attendees with no email separately.
**Rules & Guidelines:**
* `granola-get-note` and `granola-get-attendee` are on the Granola server. `zendesk-get-ticket` is on the Zendesk server.
* This prompt is read-only. Do NOT call `zendesk-add-ticket`, `zendesk-update-ticket`, `zendesk-add-ticket-comment` or any other Zendesk add or update tool.
**Validation:**
* If the meeting has no attendees, say so and stop.
* If an email matches no Zendesk tickets, report no tickets; do not guess by name.
* Treat emails case-insensitively when matching.Who it's for
One answer, three teams that use it
Account managers
Prepare for a customer review
Know which attendees have open tickets before a QBR, so you can raise them first rather than be surprised.
Which attendees of my Contoso quarterly review have open Zendesk tickets?
Customer success managers
Walk into check ins fully briefed
Get a section per attendee with subject, status, priority and assignee, ready to scan before the call.
List open Zendesk tickets for everyone in the Fabrikam onboarding call, including solved ones.
Support leads
Join customer calls with the ticket picture
See which people on a call have tickets waiting, and who owns each, before you join.
Check Zendesk for open tickets from the people in yesterday's Northwind Traders escalation meeting.
How it works
What PopdockAI does when you ask
You name the meeting, and your AI assistant takes the attendees from Granola and finds their Zendesk tickets. It matches only by exact email and changes nothing.
01
Ask
You name the meeting, and say whether to include solved tickets.
02
Find
It locates the Granola note and its attendees, stopping if several notes match.
03
Search
It finds each attendee's Zendesk tickets by exact email.
04
Report
You get a section per person with ticket details, or a note that they have none.
What PopdockAI provides
The tools behind the answer
Ready made tools for Zendesk and one secure connection to your AI tool. No code, no exports.
granola-get-note
granola-get-attendee
zendesk-get-ticket
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 tickets before you walk in
Related use cases
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