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Nutshell

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Show Nutshell leads for Granola meeting attendees
Report
Cross-Connector

See the Nutshell leads behind every meeting attendee

For sales teams who ask their AI assistant which Nutshell leads belong to the people in a Granola meeting.

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Show Nutshell leads for Granola meeting attendees
Show the open Nutshell leads for the people on the Contoso expansion call.
3 open leads across 4 attendees, with 1 person not in Nutshell. - Lead 1041: Contoso Expansion, 40,000 USD, 60 percent confidence - Lead 1058: Contoso Training, 8,000 USD, 40 percent confidence - Lead 1063: Contoso EU Pilot, 15,000 EUR, 30 percent confidence - Open total: 48,000 USD and 15,000 EUR Want the owners and close dates for each lead?
Nutshell
Sample figures. Your results come from your own account.
granola-get-note
granola-get-attendee
nutshell-get-contact
nutshell-get-lead

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Nutshell

Nutshell
Run it on your own Nutshell data.

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

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The problem

Meetings never get tied to the deals they affect

Tying a conversation to the deals it affects means looking up each attendee in Nutshell, then their leads and their company's leads. It is slow, and a lead tied to a colleague at the same company is easy to overlook.

Without PopdockAI

  • List the meeting attendees
  • Look up each one in Nutshell
  • Search for their leads and their company's leads
  • Miss a colleague's lead at the same company

With PopdockAI

  • Attendees are matched to Nutshell contacts by email
  • Ambiguous names are flagged, not guessed
  • Leads for each person and company are collected, without duplicates
  • One row per lead with open value per currency, nothing changed

The prompt

Use this prompt

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

Prompt
**Objective:** For the Granola meeting `{note-title}`, show which Nutshell leads belong to the attendees and their companies, filtered to status `{lead-status}` (default open).

**Step 1: Find the meeting**

Call `granola-get-note` with `title.contains` set to `{note-title}`. If several match, list them and stop. If none, stop.

**Step 2: Get the attendees**

Call `granola-get-attendee` with `note-id` set to the note `id`. Keep `name` and `email`.

**Step 3: Match to Nutshell contacts**

For each person, call `nutshell-get-contact` with `name.contains` set to the person's `name` (if `name` is empty, use the part of `email` before the @). Keep a contact only if one of its `emails` equals the Granola `email` (ignore case); if none of the returned contacts carries that email but exactly one has the same full name, keep it and mark it "matched by name only". If several remain, list them and do not pick one. If there is no match, mark the person "not in Nutshell" and continue.

**Step 4: Find their leads**

For each matched contact call `nutshell-get-lead` with `person-id` set to the contact `id`, and again with `company-id` set to the contact `company-id`. De-duplicate by lead `id`. Apply the status filter on the lead `status` after the call, unless `{lead-status}` is all.

**Step 5: Report**

One row per lead: name, number, status, value, currency, anticipated-close-time, confidence, owner, which attendees it relates to, and the nutshell-link field. Add a total of open value per currency. List attendees with no leads and attendees not in Nutshell.

**Rules & Guidelines:**

* Granola tools (`granola-*`) read meetings; Nutshell tools (`nutshell-*`) read the CRM. Both servers must be connected.
* This is read-only. Never call `nutshell-delete-person`, `nutshell-delete-company`, `nutshell-delete-lead`, `nutshell-add-company`, `nutshell-add-person`, `nutshell-add-activity`, `nutshell-add-lead`, `nutshell-update-person`, `nutshell-update-lead`, `nutshell-update-company`.
* Meeting notes and transcripts are private to their owners and attendees. Only report content the tools returned for the signed-in user, and do not quote transcript text beyond what the report needs.
* Nutshell has no email filter on contacts: match on `name.contains`, then confirm by comparing the contact `emails` with the Granola `email`.
**Validation:**

* If no attendee matches a Nutshell contact, say so and stop.
* Do not add values in different currencies together.

Who it's for

One answer, three teams that use it

Account executives

Follow up on the right deals

See every open lead connected to the people you just met, with value and close date.

Which open Nutshell leads are tied to the people on yesterday's Fabrikam call?

Sales managers

Know what is at stake in a meeting

Total open value per currency shows how much pipeline a meeting touches.

What is the total open Nutshell lead value for the attendees of the Contoso QBR?

Customer success managers

See deals tied to a customer meeting

Find the leads linked to a customer's attendees and their company after a check-in.

Show Nutshell leads for everyone on the Northwind Traders kickoff meeting.

How it works

What PopdockAI does when you ask

You name the Granola meeting, and your AI assistant finds the Nutshell leads tied to its attendees and their companies. It only reads.

01

Ask

You name the meeting and, if you like, a lead status.

Your AI tool

02

Match

It finds the Granola note and matches each attendee to a Nutshell contact by email.

granola-get-note
granola-get-attendee
nutshell-get-contact

03

Find

It collects the leads for each person and their company and removes duplicates.

nutshell-get-lead

04

Report

You get one row per lead and total open value per currency.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

granola-get-note

Returns Granola meeting notes with their summaries and metadata. Filter by date range, title or owner to find the meetings you need.
get-data

granola-get-attendee

Returns the people who attended each Granola meeting note, so you can see who was actually in the room.
get-data

nutshell-get-contact

Returns Nutshell people (contacts) with their emails, phones and linked companies. Filter by name, email, owner and other fields.
get-data

nutshell-get-lead

Returns Nutshell leads (deals) with status, value, confidence, close date, owner and source. Filter by status, owner and dates.
Read only.Nothing in Nutshell 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

Every lead behind a meeting, in one view

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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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