Connectors

/

PowerGP Online

/

PowerGP Online customer account brief with TickTick tasks
Report
Cross-Connector

Get a one-page customer brief from PowerGP Online and TickTick

For finance teams who want a customer's balance, holds and follow-up tasks in one view, just by asking their AI assistant.

Try PopdockAI free
Get a live demo
PowerGP Online customer account brief with TickTick tasks
Give me an account brief for Contoso Ltd in PowerGP Online, including any TickTick tasks about them.
Contoso Ltd has $21,500 due, no sales hold, and one open follow-up task. - Open receivables: 4 documents, oldest INV-1042 at 74 days past due - Hold status: none - TickTick: Call Contoso about INV-1042, due Friday - Last comment: Promised payment by month end - Gap: INV-1067 is 61 days past due with no task Want the full receivables table?
PowerGP Online
Sample figures. Your results come from your own account.
powergp-online-get-customers
ticktick-get-tasks
ticktick-get-task-comments

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

PowerGP Online

PowerGP Online
Run it on your own PowerGP Online data.

Connect PowerGP Online, pick your AI tool and paste the prompt.

Try PopdockAI free

The problem

Collections calls start with two systems and a lot of tabs

Before a collections call, someone pulls the customer's balance and receivables from Dynamics GP, then searches TickTick for follow-up notes and pieces them together. The overdue account nobody is chasing only shows when both are read together.

Without PopdockAI

  • Look up the balance and open receivables in GP
  • Check for sales holds on a separate screen
  • Search TickTick for tasks and read the comments
  • Miss the overdue account with no open task

With PopdockAI

  • The customer found, with a stop if several match
  • Balance, holds and open receivables read together
  • TickTick tasks naming the customer and their latest comments
  • Gaps such as 60 days past due with no task called out

The prompt

Use this prompt

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

Prompt
**Objective:** Produce an account brief for the customer `{customer}` in company `{company}` (company is optional), combining the finance position from powergp-online with the open follow-up work in TickTick.

**Step 1: Find the customer in powergp-online**

Call `powergp-online-get-customers` with `customer-name.contains` set to `{customer}` (or `customer-number` if the value looks like a customer number), adding `company` when given. If more than one customer matches, list the matches (number, name, company) and stop so the user can choose.

**Step 2: Pull the finance detail**

With the chosen `customer-number`, call `powergp-online-get-receivables-transactions` for open items (oldest first, note `days-past-due` and `unapplied-amount`) and `powergp-online-get-sales-process-holds` for any sales holds.

**Step 3: Find related work in TickTick**

Call `ticktick-get-tasks` with `title.contains` set to the customer name, then again with the customer number if the first call finds nothing. For each task found, call `ticktick-get-task-comments` with its `task-id` and `project-id` to read the latest notes. TickTick has no customer field, so match only on the name or number appearing in the task title.

**Step 4: Report**

Show: customer, balance due, hold status, a table of open receivables (document number, due date, days past due, amount), the open and recently completed TickTick tasks with due dates, and a short list of gaps (for example, 60+ days past due with no open task).

**Rules & Guidelines:**

* `powergp-online-*` tools are on the powergp-online server; `ticktick-*` tools are on the TickTick server.
* This prompt is read-only. Do not call `ticktick-add-task`, `ticktick-update-task`, `ticktick-complete-task`, `ticktick-add-comment` or any other TickTick write tool.

**Validation:**

* If TickTick returns no matching task, say there is no tracked follow-up; do not infer one.
* If the customer has no open receivables, say so and still report the tasks.

Who it's for

One answer, three teams that use it

Collections specialists

Walk into every call prepared

Balance, holds, open invoices and the latest notes are on one page before you dial.

Brief me on Fabrikam Inc before my collections call, with any TickTick notes.

Account managers

Know what is open before you visit

See what a customer owes and what your team is already doing about it in one brief.

Give me an account brief for customer NORTH0001, including TickTick tasks.

Finance managers

Spot accounts that fell through the gaps

Gaps such as overdue receivables with no open task stand out, so you can assign an owner.

Is anyone following up on Contoso Ltd, and how overdue are they in PowerGP Online?

How it works

What PopdockAI does when you ask

You name the customer and your AI assistant builds the brief from PowerGP Online and TickTick. It matches tasks only on the name or number in the title and changes nothing.

01

Ask

You name the customer, and optionally the company.

Your AI tool

02

Find

It looks up the customer in PowerGP Online and stops for your choice if several match.

powergp-online-get-customers

03

Pull

It reads open receivables and sales holds, then TickTick tasks and comments that name the customer.

ticktick-get-tasks
ticktick-get-task-comments

04

Report

You get the brief with balance, hold status, receivables, tasks and any gaps.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

powergp-online-get-customers

Returns customers from the PowerGP Online connector (Microsoft Dynamics GP). Read-only; can be filtered by company and the record fields it offers.
get-data

ticktick-get-tasks

Returns open TickTick tasks with their project, due date, priority, status, assignee and tags. Filter by project, due date range or status.
get-data

ticktick-get-task-comments

Returns the comments on a TickTick task with author and time.
Read only.Nothing in PowerGP Online 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

One page with balance, holds and follow-up

Try PopdockAI free
Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

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.

Try PopdockAI Free
See Documentation