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Pick testimonial candidates without contacting anyone twice
For marketing teams who ask their AI assistant which positive Simplesat answers already have a TickTick outreach task.
On this page
Connector
Connect Simplesat, pick your AI tool and paste the prompt.
The problem
The same happy customer gets asked twice
Marketing picks happy customers for testimonials from survey scores, but the outreach lives as tasks in a separate task manager. Without checking both, the same customer gets asked twice, or a quote already published gets chased again.
Without PopdockAI
- Pull positive answers from Simplesat
- Check which are already published
- Search TickTick for outreach tasks per customer
- Ask someone twice by mistake
With PopdockAI
- Positive answers not yet published are listed for the window
- Each customer's name, email and company is looked up
- Open and completed TickTick tasks are searched for each
- Customers with no outreach come first, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find positive Simplesat answers from the last `{lookback-days}` days (default 30) and report which customers already have a TickTick outreach task, so none is contacted twice.
**Step 1: Find candidates (Simplesat server)**
Call `simplesat-list-answers` with `sentiment` set to the positive value (check an unfiltered call for the spelling) and `created_from` set to the start of the window. Skip answers where `published_as_testimonial` is already true. For each, call `simplesat-get-response` to get the customer name and email, then `simplesat-get-customer` with `email` to get the company.
**Step 2: Check for existing outreach (TickTick server)**
For each distinct customer, call `ticktick-get-tasks` with `title.contains` set to the customer name, and `status` for open tasks. Also check `ticktick-get-completed-tasks` with the same title filter.
**Step 3: Report**
Table: customer, company, response ID, comment choice label, outreach task (title and status, or none). Sort customers without a task first.
**Rules & Guidelines:**
* `simplesat-*` tools are on the Simplesat server; `ticktick-*` tools are on the TickTick server.
* 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 there are no positive answers, say so and stop.
* A task matched on name alone is a possible match; flag it.Who it's for
One answer, three teams that use it
Customer marketing managers
Know who still needs asking
Customers with no outreach task come first, ready for a testimonial request.
Which customers gave positive Simplesat answers in the last 45 days and have no outreach task in TickTick?
Content marketers
Avoid chasing published quotes
Answers already published as testimonials are skipped, so effort goes to new voices.
List unpublished positive Simplesat answers from this month and any matching TickTick tasks.
Account managers
Coordinate before contacting your customers
See whether marketing is already reaching out to one of your accounts.
Is anyone in TickTick already asking Contoso Ltd for a testimonial after their positive Simplesat feedback?
How it works
What PopdockAI does when you ask
You give a look-back period, and your AI assistant checks each happy Simplesat customer against TickTick outreach tasks. It only reads and flags name-only matches as possible.
01
Ask
You give a look-back period, 30 days by default.
02
Find
It lists positive Simplesat answers not yet published and looks up each customer and company.
03
Check
It searches open and completed TickTick tasks for each customer name.
04
Report
You get a table with customers lacking an outreach task first.
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-list-answers
simplesat-get-response
simplesat-get-customer
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
Nobody asked for a testimonial twice
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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