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Simplesat

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Simplesat customer feedback with open TickTick work
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Cross-Connector

Match customer survey feedback with open TickTick work

For support teams who want a customer's Simplesat feedback beside the TickTick tasks about them, just by asking their AI assistant.

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Simplesat customer feedback with open TickTick work
Show me the Simplesat feedback from dana@northwindtraders.com over the last 90 days and any TickTick tasks about her.
Dana Whitfield at Northwind Traders left 3 responses, 1 negative, and no open task covers it. - 12 Oct, Support survey: Negative, Choice Unhappy - 28 Sep, Onboarding survey: Positive - TickTick open: none - TickTick completed: Onboarding call, likely match - Gap: The negative response has no open task Want the full feedback table?
Simplesat
Sample figures. Your results come from your own account.
simplesat-get-customer
simplesat-list-responses
simplesat-list-answers
ticktick-get-tasks
ticktick-get-completed-tasks
simplesat-update-answer
simplesat-add-customer
simplesat-send-survey-email

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Simplesat

Simplesat
Run it on your own Simplesat data.

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

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The problem

Feedback and open work are never read side by side

Support staff look at a customer's survey feedback in Simplesat and their open work in TickTick separately. An unhappy customer with no one assigned to them is easy to miss, because the two places are never read together.

Without PopdockAI

  • Look up the customer's survey responses
  • Search TickTick for tasks naming them
  • Check open and completed tasks
  • Miss the unhappy customer nobody is working on

With PopdockAI

  • The customer is found in Simplesat, stopping if there is no match
  • Their responses and answers are read with sentiment
  • Open and completed TickTick tasks naming them are found
  • Negative feedback with no open task is called out, read-only

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 customer `{customer-email}`, show their recent Simplesat feedback next to the TickTick tasks that mention them, looking back `{lookback-days}` days (default 90).

**Step 1: Find the customer and their feedback (Simplesat server)**

Call `simplesat-get-customer` with `email` set to `{customer-email}`. If nothing matches, say so and stop. Note the customer `name` and `company`.
Call `simplesat-list-responses` with `customer_email` set to `{customer-email}` and `created_from` set to the start of the lookback window. For each response, call `simplesat-list-answers` with `response_id` set to the response ID. Keep Sentiment, Choice and Choice Label.

**Step 2: Find related work (TickTick server)**

Call `ticktick-get-tasks` with `title.contains` set to the customer `name`, then again with the `company` if it is present. Merge the results and drop duplicates by `id`. Also call `ticktick-get-completed-tasks` with `title.contains` set to the customer `name` and `completed-time.from` set to the lookback start.

**Step 3: Report**

Give a short customer header, a table of feedback (response ID, date, survey, sentiment, choice), then a table of tasks (title, project-name, status, due-date, priority). Finish with one line: whether any negative feedback has no matching open task.

**Rules & Guidelines:**

* `simplesat-*` tools are on the Simplesat server; `ticktick-*` tools are on the TickTick server.
* Matching is by name only, so label each task match as a likely match, not a certainty.
* Do not call any write tool on either server: on TickTick `ticktick-add-task`, `ticktick-update-task`, `ticktick-complete-task`, `ticktick-delete-task`, `ticktick-add-comment`, `ticktick-batch-tasks`; on Simplesat `simplesat-update-answer`, `simplesat-add-customer`, `simplesat-send-survey-email`.

**Validation:**

* If Simplesat has no responses in the window, report that and still show TickTick tasks.
* If TickTick returns nothing, report the customer as having no tracked work.
* If a name matches several unrelated tasks, list them and say the match is ambiguous.

Who it's for

One answer, three teams that use it

Support agents

See feedback and work together

One report shows how the customer feels and what is being done for them.

Show Simplesat feedback from priya@contoso.com in the last 60 days and any TickTick tasks about her.

Customer success managers

Check someone is on it

Negative feedback with no open task is called out, so you can assign an owner.

Does sam@fabrikam.com have negative Simplesat feedback with no open TickTick task?

Support team leads

Review an account before a call

Feedback and task history together give you the full story before you talk to the customer.

Pull Simplesat feedback and TickTick tasks for jordan@northwindtraders.com over the last 90 days.

How it works

What PopdockAI does when you ask

You give a customer email, and your AI assistant pairs their Simplesat feedback with their TickTick tasks. It only reads and labels name matches as likely.

01

Ask

You give the customer email and, optionally, how far back to look.

Your AI tool

02

Read

It finds the customer in Simplesat and reads their responses and answers.

simplesat-get-customer
simplesat-list-responses
simplesat-list-answers

03

Match

It searches TickTick open and completed tasks for the customer name or company.

ticktick-get-tasks
ticktick-get-completed-tasks

04

Report

You get feedback and task tables, and whether negative feedback has no open task.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

simplesat-get-customer

Looks up Simplesat customers by exact or partial name, email or company, or by id or external id. Use this to resolve a customer to a single record before reading their feedback. Read-only.
get-data

simplesat-list-responses

Returns Simplesat survey responses with the customer who gave them, the survey, the source and any linked support ticket. Filter by customer, survey, ticket, source or a created or modified date range. Read-only.
get-data

simplesat-list-answers

Returns individual survey answers from Simplesat, with the choice given, its label, the sentiment and whether it has been published as a testimonial. Filter by response, question, survey, sentiment or a created or modified date range. Read-only.
get-data

ticktick-get-tasks

Returns open TickTick tasks with their project, due date, priority, status, assignee and tags. Filter by project, due date range or status.
get-data

ticktick-get-completed-tasks

Returns completed TickTick tasks with their completion time and project. Filter by project and completion date range.
run-action

simplesat-update-answer

Updates an existing Simplesat survey answer, changing its choice, comment or follow-up answer. Use it to correct feedback that was recorded wrongly. Writes to Simplesat.
run-action

simplesat-add-customer

Creates a customer record in Simplesat from a name, email, company and optional external id, so a survey can be sent to someone who is not on the account yet. Writes to Simplesat.
run-action

simplesat-send-survey-email

Sends a Simplesat survey by email to a customer, using the survey token and the customer's name and email, and optionally attaching the support ticket and team member the survey is about. Sends mail to a real recipient.
Read only.Nothing in Simplesat 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

Unhappy customers with no one on them, spotted fast

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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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