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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.
On this page
Connector
Connect Attio, pick your AI tool and paste the prompt.
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.
**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.
02
Match
It finds the company in Attio and stops if there is more than one match or none.
03
Read
It gathers open deals and tasks from Attio and projects, open tasks and hours from Teamwork.com.
04
Report
You get the open work, the overdue Teamwork.com tasks and the two or three items to act on first.
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.
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
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 view of a customer's sales and delivery work
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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