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Reconcile an Attio deal with WooCommerce orders
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Cross-Connector

Check an Attio deal against its WooCommerce orders

For finance teams who want their AI assistant to compare a deal's value with the store orders of its people.

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Reconcile an Attio deal with WooCommerce orders
Is the Contoso platform rollout deal in Attio backed by WooCommerce orders since 1 September?
Orders fall short of the deal value: 31,200 USD of completed orders against a deal value of 48,000 USD. - Deal: Contoso platform rollout, Proposal, owner Sam Patel - Counted: 4 orders, completed or processing - Excluded: 1 refunded order, 1 cancelled order - No WooCommerce match: 1 person with no email Want the orders listed per person?
Attio
Sample figures. Your results come from your own account.
attio-get-record-deals
attio-get-record-people
woocommerce-get-order

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Attio

Attio
Run it on your own Attio data.

Connect Attio, pick your AI tool and paste the prompt.

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The problem

Deal values drift from the orders behind them

A deal value in Attio is supposed to be backed by orders in WooCommerce, but the two are compared by hand. Cancelled or refunded orders and mixed currencies make the totals drift, and nobody notices until the books are checked.

Without PopdockAI

  • Look up the deal value in Attio
  • Find the people on the deal and their emails
  • Search WooCommerce orders for each email
  • Count cancelled or refunded orders by mistake

With PopdockAI

  • The deal is read, and it stops if the name is ambiguous
  • Orders are found for the people on the deal
  • Completed and processing orders are totalled
  • Cancelled, failed and refunded orders are listed apart

The prompt

Use this prompt

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

Prompt
**Objective:** Check whether the Attio deal named {deal-name} is backed by WooCommerce orders, ignoring orders placed before {orders-from} (default: the deal's created-at date).

**Step 1: Find the deal in Attio**

Call `attio-get-record-deals` with `deal-name` = {deal-name}. If none match, stop and say so. If several match, list them (`deal-name`, `deal-stage`, `deal-value`, `record-id`) and stop. Keep `deal-value`, `deal-stage`, `deal-owner`, `created-at`, `associated-company` and `associated-people`.

**Step 2: Get the people's emails**

For each person in `associated-people`, call `attio-get-record-people` with `name` set to that person and read `email-addresses`. Skip people with no email and list them as unmatched.

**Step 3: Find orders in WooCommerce**

For each email call `woocommerce-get-order` with `customer-email` and `created-date.from` = {orders-from} (or the deal `created-at` if empty). Collect `order-number`, `created-date`, `status`, `total`, `currency`.

**Step 4: Report**

Show the deal (name, stage, value, owner), the orders found per person, and a comparison: the sum of orders with status completed or processing against `deal-value`. State one verdict: no orders, orders below deal value, matches, or exceeds. List people with no WooCommerce match.
**Rules & Guidelines:**

* Tools named attio-* are on the attio server; tools named woocommerce-* are on the woocommerce server. Both servers must be connected.* This is read-only. Do not call any add, update, upsert, delete or send tool on either server (for example `attio-add-person`, `attio-update-person`, `attio-add-deal`, `woocommerce-update-customer`, `woocommerce-add-refund`, `woocommerce-send-order-details`).
**Validation:**

* If `deal-value` and the order currency differ, do not compare numbers; report both and say the currencies differ.
* Exclude cancelled, failed and refunded orders from the sum and list them separately.

Who it's for

One answer, three teams that use it

Finance analysts

Check deal value against orders

One verdict, no orders, below, matches or exceeds, tells you whether booked value has turned into sales.

Is the Fabrikam annual supply deal in Attio backed by WooCommerce orders?

Sales operations

Clean up deals that never ordered

Find won deals with no matching orders, so the pipeline and the store tell the same story.

Compare the Northwind Traders bulk order deal with WooCommerce orders since 1 January.

Account managers

See how a customer is ordering against the deal

Valid order totals next to the deal value show whether the customer is buying what they committed to.

How do Contoso's WooCommerce orders compare with their Attio deal value this quarter?

How it works

What PopdockAI does when you ask

You name a deal and your AI assistant checks it against WooCommerce orders. Currencies that differ are not compared and nothing is changed.

01

Ask

You name the deal and, optionally, the date to count orders from.

Your AI tool

02

Find

It reads the deal in Attio and stops if the name is ambiguous.

attio-get-record-deals

03

Match

It finds orders for the people on the deal in WooCommerce.

attio-get-record-people
woocommerce-get-order

04

Compare

It totals valid orders against the deal value and gives one verdict.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

attio-get-record-deals

Returns deals from Attio CRM. Read-only; filter by the fields the tool offers.
get-data

attio-get-record-people

Returns people from Attio CRM. Read-only; filter by the fields the tool offers.
get-data

woocommerce-get-order

Returns WooCommerce orders with status, totals, discounts, shipping, payment method and paid date. Filter by status, customer email or id, order number, created date range, total range or billing last name.
Read only.Nothing in Attio 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

Know whether a deal is backed by real orders

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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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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