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See what one rep did in Pipedrive this week
For sales managers who want a factual report on one Pipedrive user's activities, calls, wins and new leads over a period.
On this page
Connector
Connect Pipedrive, pick your AI tool and paste the prompt.
The problem
One-on-ones that run on impressions
Seeing what one rep did last week means filtering Pipedrive activities, call logs, won deals, new deals and leads separately and working out a connect rate by hand. One-on-ones run on impressions, and a growing overdue backlog goes unmentioned.
Without PopdockAI
- Filter activities and call logs for the rep
- Count won deals, new deals and leads
- Work out the connect rate by hand
- Miss the growing overdue backlog
With PopdockAI
- Activities, calls, deals, leads and backlog are read for the period
- Completed and missed activities and connect rate are counted
- Breakdowns by activity type and call outcome are shown
- Factual observations on one person, no ranking, nothing changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Report on what `{user-name}` did between `{from-date}` and `{to-date}` (default: the last 7 days up to today): activities, calls, new deals, wins and leads.
**Step 1: Resolve the user**
Call `pipedrive-get-user` with `name.contains` = `{user-name}`. If more than one user matches, list them and stop. Keep the user-id.
**Step 2: Gather the period**
* `pipedrive-get-activity` with `assigned-to-user-id`, `due-date.from` and `due-date.to`: split into done and not done, and count by type.
* `pipedrive-get-call-log` with `user-id`, `start-time.from` and `start-time.to`: count by outcome, total duration.
* `pipedrive-get-deal` with `owner-id` and `status` = won: keep deals whose won-date falls in the period.
* `pipedrive-get-deal` with `owner-id` and `status` = open: keep deals whose created-date falls in the period (new deals).
* `pipedrive-get-lead` with `owner-id`, `created-date.from` and `created-date.to`: new leads.
* `pipedrive-get-activity` with `assigned-to-user-id`, `done` = false and `due-date.to` = yesterday: overdue backlog at the end of the period.
**Step 3: Report**
1. **Headline table:** activities completed, activities missed (due in the period, not done), calls made, connect rate (connected / all calls), deals won (count and value per currency), new deals, new leads, overdue backlog.
2. **Activities by type:** type, done, not done.
3. **Call outcomes:** outcome, count.
4. **Deals won:** title, organization, value, won date.
5. **Observations:** two or three factual points, for example a low connect rate or a growing backlog.
**Rules & Guidelines:**
* Read-only. Do not call any add or update tool.
* Report on this user only. Do not rank them against other reps unless asked.
* Notes cannot be filtered by author here, so do not report a note count.
* If a filter on `owner-id` returns nothing when you expect records, run the same read without it and keep the rows whose owner-name matches the user instead.
**Validation:**
* If `{from-date}` is after `{to-date}`, swap them and say so.
* If the user is inactive, say so and still report the period.Who it's for
One answer, three teams that use it
Sales managers
Prepare for one-on-ones in minutes
Get completed and missed activities, calls, wins and backlog for a rep before you meet.
What did Priya Shah do in Pipedrive over the last 14 days?
Sales reps
Review your own week
See your connect rate, wins and overdue backlog so you can plan the week ahead.
Show my Pipedrive activity report for last week, including my overdue backlog.
Sales directors
Check activity behind the numbers
Breakdowns by activity type and call outcome show how a rep is working, not just what they closed.
Give me Tom Reyes's Pipedrive activity for October by activity type and call outcome.
How it works
What PopdockAI does when you ask
You name the user and a date range, and your AI assistant builds their activity report from Pipedrive. It reports on that one person without ranking them and changes nothing.
01
Ask
You name the user and a date range, the last 7 days by default.
02
Read
It reads their activities, calls, deals, leads and overdue backlog.
03
Report
You get a headline table, breakdowns and two or three observations.
04
What PopdockAI provides
The tools behind the answer
Ready made tools for Pipedrive and one secure connection to your AI tool. No code, no exports.
pipedrive-get-user
pipedrive-get-activity
pipedrive-get-call-log
pipedrive-get-deal
pipedrive-get-lead
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 same facts on the table for every one-on-one
Related use cases
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