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See what your team logged in Capsule CRM this week
For sales managers who want a summary of calls, meetings and emails per person and the most contacted records, from their AI assistant.
On this page
Connector
Connect Capsule CRM, pick your AI tool and paste the prompt.
The problem
Nobody knows what the team actually logged
Knowing what your team logged in Capsule CRM this week means scrolling the history and counting calls, meetings and emails per person. Without that, gaps in contact only show up when a deal goes cold.
Without PopdockAI
- Scroll the history for the period
- Count calls, meetings and emails per person
- Work out which customers got the attention
- Notice gaps only when a deal goes cold
With PopdockAI
- Activity types and every history entry are read
- Totals per person and type are worked out
- The most contacted records are listed
- Gaps are noted, notes summarized not copied, nothing changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Summarize the activity logged in Capsule CRM between `{from-date}` and `{to-date}` (default: the last 7 days up to today), by `{creator-name}` or by everyone when blank.
**Step 1: Activity types**
Call `capsule-crm-get-activity-type` to get the activity type names (Call, Meeting and so on) and whether each one updates the last contacted date.
**Step 2: Pull the history**
Call `capsule-crm-get-entry` with date.from = {from-date}, date.to = {to-date}, creator-name = {creator-name} when given, and max-records = 1000.
**Step 3: Analyse**
* Per creator: entries by type (note, email, task) and by activity-type-name.
* Distinct people and organizations touched, and the ten with the most entries.
* Opportunities and projects that appear in the entries, with the entry count for each.
* Activity that counts as contact: entries whose activity type updates the last contacted date, plus emails.
**Step 4: Report**
1. Headline: period, total entries, number of creators, distinct records touched.
2. Table per creator: notes, emails, completed activities, then a column per activity type seen.
3. The ten most-contacted records.
4. The opportunities and projects with the most activity.
5. One or two observations, such as a user with no logged calls or a day with no activity at all.
**Rules & Guidelines:**
* This prompt is read-only. Do not call `capsule-crm-add-note`, `capsule-crm-update-note`, `capsule-crm-add-task`, `capsule-crm-update-task`, `capsule-crm-add-opportunity`, `capsule-crm-update-opportunity`, `capsule-crm-add-case`, `capsule-crm-update-case`, `capsule-crm-add-party` or `capsule-crm-update-party`.
* Summarize; do not reproduce note or email content. One short line per example at most.
**Validation:**
* If nothing was logged in the period, say so and state the period and creator used.
* If the read returns exactly max-records rows, say the figures are incomplete and suggest a shorter period.Who it's for
One answer, three teams that use it
Sales managers
Review team activity weekly
See calls, meetings and emails per rep without reading the history.
Summarize what the sales team logged in Capsule CRM over the last 14 days.
Sales reps
Check your own activity
See what you logged and which customers got your time.
What did I log in Capsule CRM this week? I am Tom Reyes.
Sales leaders
Spot where activity has dropped
Find people with no logged calls or days with no activity.
Summarize Capsule CRM activity for October and flag anyone with no calls logged.
How it works
What PopdockAI does when you ask
You pick a date range and your AI assistant summarizes the team's logged activity in Capsule CRM. It only reads and warns when figures are incomplete.
01
Ask
You pick a date range, and optionally one person.
02
Read
It reads activity types and every history entry in the period.
03
Total
It counts by person and type and finds the busiest records.
04
Report
You get tables and an observation or two, nothing changed.
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-activity-type
capsule-crm-get-entry
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
See who is contacting whom, at a glance
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One prompt template with infinite possibilities.
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