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Simplesat testimonial candidates against TickTick outreach
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Cross-Connector

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.

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Simplesat testimonial candidates against TickTick outreach
Which customers gave us positive Simplesat answers in the last 30 days, and do any of them already have an outreach task in TickTick?
6 positive answers in the last 30 days, 4 of them with no outreach task yet. - No task: Contoso Ltd (Maria Lopez), response 1042, comment choice Fast and friendly - No task: Fabrikam Inc (Tom Reed), response 1051 - Has task: Northwind Traders, open task Ask Northwind for testimonial - Possible match: Adventure Works, task found on name alone Want the full table with all 6 customers and response IDs?
Simplesat
Sample figures. Your results come from your own account.
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

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

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.

Prompt
**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.

Your AI tool

02

Find

It lists positive Simplesat answers not yet published and looks up each customer and company.

simplesat-list-answers
simplesat-get-response
simplesat-get-customer

03

Check

It searches open and completed TickTick tasks for each customer name.

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

04

Report

You get a table with customers lacking an outreach task first.

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-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

simplesat-get-response

Looks up Simplesat survey responses by id, source, ticket, created date range, or an exact or partial customer name or email. Use this to locate a response when you do not have the customer id. Read-only.
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

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

Nobody asked for a testimonial twice

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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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