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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.
On this page
Connector
Connect Nutshell, pick your AI tool and paste the prompt.
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.
**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.
02
Match
It finds the Granola note and matches each attendee to a Nutshell contact by email.
03
Find
It collects the leads for each person and their company and removes duplicates.
04
Report
You get one row per lead and total open value per currency.
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.
granola-get-note
granola-get-attendee
nutshell-get-contact
nutshell-get-lead
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
Every lead behind a meeting, in one view
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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