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Start a delivery project from a won Capsule CRM deal
For project managers who want each won deal turned into a Capsule CRM project with a kickoff task, without duplicates, by their AI.
On this page
Connector
Connect Capsule CRM, pick your AI tool and paste the prompt.
The problem
Won deals become duplicate or premature projects
When a deal is won in Capsule CRM, someone opens a project for the customer, links it and books a kickoff. Done by hand, projects get created for deals that are not really won, or twice for the same deal.
Without PopdockAI
- Check the deal is really won
- Look for a project already linked to it
- Create the project and link it by hand
- Book the kickoff task separately
With PopdockAI
- It stops if the deal is not at a won milestone
- The customer, owner and any linked project are found
- You see the project and kickoff task and confirm first
- The deal itself is left untouched
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Create a project for the won opportunity `{opportunity-name}`, named `{project-name}` (default: the opportunity's name), and if `{kickoff-date}` is given, add a kickoff task due that day.
**Step 1: Find the deal**
Call `capsule-crm-get-opportunity` with name.contains = {opportunity-name}. If more than one matches, list them and stop and ask. Keep the opportunity-id, name, party-name, party-organization-name, owner-name and milestone-name.
**Step 2: Check it is won**
Call `capsule-crm-get-milestone` with name = the deal's milestone-name. It must be complete with probability 100. If it is not, stop and tell the user the deal is not won; they can run the move-opportunity-stage prompt first.
**Step 3: Resolve the customer and owner**
* The opportunity read returns no party-id. Call `capsule-crm-get-party` with name = the deal's party-name to get it. If that fails or is ambiguous, try party-organization-name, then ask.
* Call `capsule-crm-get-user` with name = the deal's owner-name and keep the user-id.
**Step 4: Check for an existing project**
Call `capsule-crm-get-case` with party-name = the customer's name. If any project's opportunity-name equals this deal's name, show it and stop.
**Step 5: Confirm**
Show: project name, customer, source opportunity, owner, and the kickoff task (description such as "Kick off <project name>", due date, owner) if any. Wait for an explicit yes.
**Step 6: Write**
1. Call `capsule-crm-add-case` once, with name, party-id, opportunity-id, owner-id and a one-line description naming the deal.
2. If {kickoff-date} is given, call `capsule-crm-get-case` with name = the project name to get the new case-id, then call `capsule-crm-add-task` once, with description, due-on = {kickoff-date}, case-id and owner-id.
**Step 7: Verify**
Report the new project's case-id and status, and the kickoff task if created.
**Rules & Guidelines:**
* The only write tools this prompt may call are `capsule-crm-add-case` and `capsule-crm-add-task`, each once, after confirmation.
* Do not call `capsule-crm-update-opportunity`; the deal stays as it is.
**Validation:**
* If the project is created but its case-id cannot be found, do not create the task; report the project and ask the user to add the task manually.Who it's for
One answer, three teams that use it
Project managers
Start delivery the day a deal closes
Open the project and book the kickoff from the won deal in one step.
Start a project for the won Fabrikam fleet tracking deal, kickoff on November 18.
Account executives
Hand over to delivery cleanly
Create the project from your won deal so delivery has the context.
Create a delivery project from the Northwind warehouse pilot deal I just won.
Operations managers
Avoid duplicate projects
Projects are only created for won deals with no linked project.
Start a project called Contoso onboarding from the won Contoso analytics deal, if one does not exist.
How it works
What PopdockAI does when you ask
You name the won deal and your AI assistant plans the project and kickoff. Nothing is created until you have seen the plan and said yes.
01
Ask
You name the won deal, and optionally a project name and kickoff date.
02
Check
It confirms the deal is won and finds the customer and owner.
03
Confirm
It checks for a linked project and shows the plan for your yes.
04
Create
It creates the project and the kickoff task.
What PopdockAI provides
The tools behind the answer
Ready made tools for Capsule CRM and one secure connection to your AI tool. No code, no exports.
capsule-crm-get-opportunity
capsule-crm-get-milestone
capsule-crm-get-party
capsule-crm-get-user
capsule-crm-get-case
capsule-crm-add-case
capsule-crm-add-task
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
Won deals become projects with a kickoff booked
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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