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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.
On this page
Connector
Connect Simplesat, pick your AI tool and paste the prompt.
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.
**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.
02
Read
It finds the customer in Simplesat and reads their responses and answers.
03
Match
It searches TickTick open and completed tasks for the customer name or company.
04
Report
You get feedback and task tables, and whether negative feedback has no open task.
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.
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
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
Unhappy customers with no one on them, spotted fast
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.
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