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Review Attio account open work in Teamwork.com
Report
Cross-Connector

See a customer's Attio deals and Teamwork.com work together

For leaders who want one picture of a customer, open deals and delivery status, by asking their AI assistant to read Attio and Teamwork.com.

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Review Attio account open work in Teamwork.com
Give me the full picture for Northwind Traders: open Attio deals and tasks, and what is going on in Teamwork.com over the last 30 days.
Northwind Traders has 2 open deals and 4 open Attio tasks, and 1 of its 3 active Teamwork.com projects has overdue work. - Open deals: Renewal 2027 (Negotiation), Onsite training (Proposal) - Attio tasks: 4 open, next deadline Friday - Teamwork.com: 3 projects, 2 open tasks past their due date - Hours logged: 46.5 hours in the last 30 days Want the per project breakdown of hours?
Attio
Sample figures. Your results come from your own account.
attio-get-record-companies
attio-get-task-linked-record
attio-get-task
attio-get-record-deals
teamwork-com-get-projects
teamwork-com-get-tasks
teamwork-com-get-time

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

Sales and delivery views of a customer never line up

To see everything going on for one customer, you read their deals and tasks in Attio, then switch to Teamwork.com for projects, overdue tasks and hours logged. The two views never line up, so a late project or a quiet account is missed.

Without PopdockAI

  • Read open deals and tasks in Attio
  • Find the customer's projects in Teamwork.com
  • Check overdue tasks and hours logged
  • Decide what matters with half the picture

With PopdockAI

  • The company is matched, and it stops on none or several
  • Open deals and tasks are read from Attio
  • Active projects, open tasks and hours come from Teamwork.com
  • It says when a side has no data instead of inferring

The prompt

Use this prompt

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

Prompt
**Objective:** Give a single view of open work for the customer `{company-name}`, looking back `{lookback-days}` days for logged time (default 30).

**Step 1: Find the company in Attio (attio server)**

Call `attio-get-record-companies` with `name.contains` set to `{company-name}`. If several match, list them and stop. If none, say so and stop. Keep `record-id`.

**Step 2: Read the Attio side**

Call `attio-get-task-linked-record` with `record-id` set to that id to get the linked tasks, then call `attio-get-task` with `completed` false and each `task-id` found. Also call `attio-get-record-deals` with `associated-company` set to the company name.

**Step 3: Read the Teamwork side**

Call `teamwork-get-projects` (teamwork server) with `company-name.contains` set to the company name and `status` active. For each project (up to 5), call `teamwork-get-tasks` with `project-id` and open status, and `teamwork-get-time` with `project-id` and `time-logged.from` set to today minus the lookback.

**Step 4: Report**

Sections: open deals (name, stage, value), open Attio tasks (content, deadline, assignees), Teamwork projects, open Teamwork tasks past their `due-date`, hours logged in the window per project. End with the two or three things needing attention first.

**Rules & Guidelines:**

* Attio tools (`attio-*`) come from the attio server; Teamwork tools (`teamwork-*`) come from the teamwork server. Both servers must be connected; if a tool is missing, say which server is not connected and stop.
* This prompt is read-only. Never call `attio-add-company`, `attio-update-company`, `attio-upsert-company`, `attio-delete-company`, `attio-add-person`, `attio-update-person`, `attio-upsert-person`, `attio-delete-person`, `attio-add-deal`, `attio-update-deal`, `attio-delete-deal`, or any `teamwork-create-*`, `teamwork-update-*`, `teamwork-complete-*`, `teamwork-assign-*` or other Teamwork tool that changes data.

**Validation:**

* If the customer has no Teamwork project, show the Attio side and state that nothing is delivered in Teamwork.
* If there is no Attio task, say so; do not invent one.
* Convert `minutes` to hours when reporting time.

Who it's for

One answer, three teams that use it

Executives

Know where an important customer stands

Open deals, overdue work and hours logged in one view, with the two or three things to act on first.

What is going on with Contoso across Attio and Teamwork.com this month?

Account managers

Prepare for a customer review

See the open deals next to delivery progress, so you can talk about both with confidence.

Show Fabrikam's open Attio deals and tasks with their Teamwork.com projects and hours from the last 14 days.

Delivery managers

Spot overdue work on key accounts

Overdue Teamwork.com tasks are called out alongside the account's commercial picture.

Which Teamwork.com tasks are overdue for Northwind Traders, and what deals are open in Attio?

How it works

What PopdockAI does when you ask

You name a customer and your AI assistant combines sales and delivery work into one view. It ends with what to act on first and changes nothing.

01

Ask

You name the customer and, if you like, how many days of logged time to cover.

Your AI tool

02

Match

It finds the company in Attio and stops if there is more than one match or none.

attio-get-record-companies

03

Read

It gathers open deals and tasks from Attio and projects, open tasks and hours from Teamwork.com.

attio-get-record-deals
attio-get-task
attio-get-task-linked-record
teamwork-com-get-projects
teamwork-com-get-tasks
teamwork-com-get-time

04

Report

You get the open work, the overdue Teamwork.com tasks and the two or three items to act on first.

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-companies

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

attio-get-task-linked-record

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

attio-get-task

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

attio-get-record-deals

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

teamwork-com-get-projects

Returns Teamwork.com projects with status, company, owner, category and dates. Filter by name, member user ID, project ID, start date, category name, end date, company ID, status and company name.
get-data

teamwork-com-get-tasks

Returns Teamwork.com tasks with status, priority, assignees, due dates and estimates. Filter by task list ID, task ID, due date, status, name, priority, assignee user IDs, project ID and tags.
get-data

teamwork-com-get-time

Returns time log entries from Teamwork.com with the person, project, task, minutes and billable amounts. Filter by time logged, minutes, project ID, user ID, user name, billable and task ID.
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

One view of a customer's sales and delivery work

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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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