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Review 2Checkout orders needing approval
Report

Review the largest 2Checkout orders waiting for approval

For finance teams who ask their AI assistant which 2Checkout orders sit at an approval status above a value threshold.

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Review 2Checkout orders needing approval
List 2Checkout orders still waiting for approval with a gross price of at least 500, biggest first.
12 orders are waiting for approval at 500 or more, worth 18,430.00 USD in total. - Largest: ORD-77120, Northwind Traders, 3,200.00 USD, 25 licenses - Next: ORD-77095, Contoso, 2,450.00 USD - EUR exposure is kept separate: 2 orders, 1,980.00 EUR - 1 test order listed apart and excluded from totals Want the full ranked table?
2Checkout
Sample figures. Your results come from your own account.
2checkout-get-order
2checkout-get-orderitem

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

2Checkout

2Checkout
Run it on your own 2Checkout data.

Connect 2Checkout, pick your AI tool and paste the prompt.

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The problem

High value orders waiting unreviewed

Orders waiting on approval in 2Checkout are usually found by scrolling the order list. High value ones can sit unreviewed, and totals go wrong when test orders and currencies are mixed.

Without PopdockAI

  • Scroll the order list for pending orders
  • Open each to see what was bought
  • Total exposure in a spreadsheet
  • Mix test orders and currencies into the sum

With PopdockAI

  • Orders read for your status and minimum price
  • Items added for the ten largest
  • Exposure totalled per currency
  • Test orders listed apart, nothing approved

The prompt

Use this prompt

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

Prompt
**Objective:** List orders whose approve-status is `{approve-status}` with a gross price of at least `{minimum-gross-price}` (default 0), and rank them by value.

**Step 1: Pull the orders**

Call `2checkout-get-order` with `approve-status` set to `{approve-status}` and `gross-price.min` set to `{minimum-gross-price}`. If approve-status is blank, omit it and report the distinct approve-status values you see instead.

**Step 2: Enrich the top ten**

For the ten largest orders call `2checkout-get-orderitem` and keep the matching reference-number rows to show what was bought.

**Step 3: Report**

A ranked table: reference-number, buyer, currency, gross-discounted-price, status, test-order, items. Total the exposure per currency. Never add amounts across currencies.

**Rules & Guidelines:**

* This prompt is read-only. Never call a tool that adds, updates, deletes, cancels, refunds, enables, disables or otherwise changes 2Checkout data; only tools whose names start with 2checkout-get- may be called.
* Filters are exact or `.contains` matches and results are capped by `max-records`. If a result set looks cut off, say so and narrow the filter instead of guessing.
* Report only what the tools returned; do not invent values no tool exposed.
**Validation:**

* Exclude test orders from totals but list them separately.

Who it's for

One answer, three teams that use it

Order review analysts

Start with the largest orders

Get pending orders ranked by value with their items.

Which 2Checkout orders are pending approval and over 1,000, largest first?

Finance managers

Know the exposure per currency

Totals per currency show how much is waiting on approval.

What is the total value of 2Checkout orders awaiting approval in each currency?

Fraud analysts

See what was bought on big orders

Items on the ten largest orders help you judge what to approve.

Show items on the largest 2Checkout orders still under review.

How it works

What PopdockAI does when you ask

You give an approval status and a minimum value, and your AI assistant ranks the matching orders. Nothing is approved, cancelled or refunded.

01

Ask

You give an approval status and a minimum gross price.

Your AI tool

02

Pull

It lists matching 2Checkout orders, or shows the statuses it sees if you leave it blank.

2checkout-get-order

03

Enrich

It adds the items for the ten largest orders.

2checkout-get-orderitem

04

Report

You get a ranked table with per-currency totals, test orders listed apart.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for 2Checkout and one secure connection to your AI tool. No code, no exports.

get-data

2checkout-get-order

Returns orders records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
get-data

2checkout-get-orderitem

Returns order items records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
Read only.Nothing in 2Checkout 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

The biggest pending orders reviewed first

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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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