Connectors

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BugHerd

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Set up a BugHerd project team
Write

Set up a BugHerd project with its team and clients

For project managers who want their AI assistant to create a BugHerd project, add team members and invite client guests in one request.

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Set up a BugHerd project team
Set up the Fabrikam relaunch project in BugHerd for https://staging.fabrikam.com, add leo@contoso.com and priya@contoso.com, and invite ana@fabrikam.com as a guest.
No BugHerd project is called Fabrikam relaunch, so it will be created. - Project: Fabrikam relaunch, https://staging.fabrikam.com - Members: Leo Chen and Priya Shah - Guest: ana@fabrikam.com - Visibility: BugHerd default Shall I go ahead?
BugHerd
Sample figures. Your results come from your own account.
bugherd-get-projects
bugherd-get-users
bugherd-add-project
bugherd-add-project-member
bugherd-add-guest-to-project

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

BugHerd

BugHerd
Run it on your own BugHerd data.

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

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The problem

New site reviews start with duplicate projects

Starting a site review in BugHerd means creating the project, adding team members and inviting clients as guests. It is easy to create a second project with the same name, or try adding a client as a member.

Without PopdockAI

  • Check whether the project already exists
  • Create it and add each team member
  • Invite each client as a guest
  • Add the wrong person as a member by mistake

With PopdockAI

  • The project is created only if it does not exist
  • Member emails are matched to your organization
  • People not found are listed to invite as guests
  • You see the full plan and confirm before it is applied

The prompt

Use this prompt

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

Prompt
**Objective:** Make sure the BugHerd project `{project-name}` exists, then add the members `{member-emails}` and invite the guests `{guest-emails}`.

**Step 1: Find or plan the project**

Call `bugherd-get-projects` with `name` set to `{project-name}`. If exactly one matches, use its project-id. If none match, plan to create it, which needs `{development-url}`; if that is empty, ask for it. If several match, list them and stop.

**Step 2: Resolve the members**

For each email in `{member-emails}`, call `bugherd-get-users` with `email`. Members must already belong to the organization: list any email not found as "not in the organization" and leave it out (it can be invited as a guest instead).

**Step 3: Confirm the plan**

Show: whether the project will be created, the members to add (name and email), the guests to invite. Wait for an explicit yes.

**Step 4: Apply**

* If the project must be created, call `bugherd-add-project` once with `name` and `development-url`, then call `bugherd-get-projects` with `name` to get the new project-id.
* For each member, call `bugherd-add-project-member` with `project-id` and `user-id`.
* For each guest email, call `bugherd-add-guest-to-project` with `project-id` and `email`.

**Step 5: Report**

A table of each person, their role (member or guest) and whether it worked, with any error.

**Rules & Guidelines:**

* The only write tools this prompt may call are `bugherd-add-project` (at most once), `bugherd-add-project-member` and `bugherd-add-guest-to-project`, after the user confirms.
* Never create a project when one with that name already exists.
* Do not make a project public; leave visibility at BugHerd's default.

**Validation:**

* If both email lists are empty and the project already exists, say there is nothing to do and stop.

Who it's for

One answer, three teams that use it

Project managers

Kick off a site review in one step

Create the project, add the team and invite the client in one message.

Set up a Contoso Portal relaunch project in BugHerd for https://staging.contoso.com, add jo@northwindtraders.com and invite dana@contoso.com as a guest.

Agency producers

Bring clients in correctly

Clients are invited as guests, not added as members, so access stays right.

Add ana@fabrikam.com and tom@fabrikam.com as guests on the Fabrikam Shop BugHerd project.

Team leads

Add the team without duplicates

Members are checked against your organization and no second project is created.

Make sure the Northwind Traders site project exists in BugHerd and add sam@contoso.com and priya@contoso.com as members.

How it works

What PopdockAI does when you ask

You name the project and the people, and your AI assistant plans the setup in BugHerd. Nothing is applied until you have seen the plan and said yes.

01

Ask

You name the project, the member emails and the guest emails.

Your AI tool

02

Check

It looks for an existing project and matches members to your organization.

bugherd-get-projects
bugherd-get-users

03

Confirm

You see whether the project will be created and who is added, and say yes.

No items found.

04

Apply

It creates the project if needed, adds members, invites guests and reports results.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

bugherd-get-projects

Returns BugHerd projects with their website, owner, visibility and status. Filter by project ID, name, owner or active status.
get-data

bugherd-get-users

Returns the members of the BugHerd organization with their display name and email. Filter by email or name.
run-action

bugherd-add-project

Creates a BugHerd project for a website, with its development URL, active and public flags and guest visibility.
run-action

bugherd-add-project-member

Adds a member of the BugHerd organization to a project.
run-action

bugherd-add-guest-to-project

Invites a guest, such as a client or reviewer, to a BugHerd project by email or user ID.
Read only.Nothing in BugHerd 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

New projects ready with the right people

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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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