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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.
On this page
Connector
Connect PowerGP Online, pick your AI tool and paste the prompt.
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.
**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.
02
Find
It looks up the customer in PowerGP Online and stops for your choice if several match.
03
Pull
It reads open receivables and sales holds, then TickTick tasks and comments that name the customer.
04
Report
You get the brief with balance, hold status, receivables, tasks and any gaps.
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.
powergp-online-get-customers
ticktick-get-tasks
ticktick-get-task-comments
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
One page with balance, holds and follow-up
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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