Connectors

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Nutshell

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Trace a Nutshell contact's Chorus conversations
Report
Cross-Connector

Find every Chorus conversation with a Nutshell contact

For sales reps who want a contact's call history, just by asking their AI assistant.

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Trace a Nutshell contact's Chorus conversations
Find every Chorus conversation Dana Whitfield from Northwind Traders has been on.
Dana Whitfield (dana@northwindtraders.com) took part in 4 Chorus conversations. - Oct 2: Renewal discussion, 30 min, with Sam Patel - Sep 18: Pricing review, 45 min, with Sam Patel - Sep 5: Intro call, 20 min, with Priya Raman - Aug 21: Demo, 50 min, with Sam Patel Want a summary of the most recent call?
Nutshell
Sample figures. Your results come from your own account.
nutshell-get-contact
chorus-get-conversation-participants
chorus-get-engagements

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Nutshell

Nutshell
Run it on your own Nutshell data.

Connect Nutshell, pick your AI tool and paste the prompt.

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The problem

Finding past calls with a contact takes too many steps

Finding every recorded conversation with a contact means looking up their email in the CRM and searching the call tool by hand. It takes several steps for one person, so it rarely gets done before a follow-up.

Without PopdockAI

  • Look up the contact's email in Nutshell
  • Search Chorus for conversations with that email
  • Note dates and participants
  • Skip it when short of time

With PopdockAI

  • The person and their email are found, asking if the name is ambiguous
  • Chorus conversations they joined are found
  • Dates and participants are listed, without phone numbers
  • A contact with no email is reported, and nothing changes

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Trace the Nutshell contact `{contact-name}` through Chorus and list every recorded conversation they appeared in since `{since-date}` (default: all time).

**Step 1: Find the contact in Nutshell**

Call `nutshell-get-contact` (Nutshell server) with `name.contains` set to `{contact-name}`. If more than one contact matches, list them with id, job-title and company-id and stop. If none match, say so and stop. Take the first value of `emails`; if the contact has no email, report that the contact cannot be matched and stop.

**Step 2: Find them in Chorus**

Call `chorus-get-conversation-participants` (Chorus server) with `email` set to that address. Collect the distinct `conversation-id` values.

**Step 3: Pull the conversations**

For each `conversation-id` (cap at 20) call `chorus-get-engagements` (Chorus server) with `conversation-id` set to it. If `{since-date}` was given, drop engagements dated before it.

**Step 4: Report**

Contact summary (name, job-title, emails, last-contacted, number-of-leads from Nutshell), then a table of conversations: date, subject, conversation-type, account-name, user-name, duration.

**Rules & Guidelines:**

* `nutshell-get-contact` is on the Nutshell server; `chorus-get-conversation-participants` and `chorus-get-engagements` are on the Chorus server.
* Read only. Do not call any add, update, delete or create tool on either server.
* Show contact details only as needed for the match; do not print phone numbers.

**Validation:**

* If Chorus has no participant with that email, report the contact as present in Nutshell and absent from Chorus.
* If the email addresses differ in case, treat them as equal.

Who it's for

One answer, three teams that use it

Account executives

Catch up before a follow-up

See every conversation you have had with a contact before you reach out again.

List every Chorus conversation with Tom Reyes from Fabrikam.

Account managers

Take over a contact from a colleague

See who has spoken with the contact and when, so the handover has context.

Which Chorus calls has Priya Shah from Contoso been on, and with whom?

Sales managers

Check contact with a key buyer

Confirm how often the team has actually spoken with an important contact.

How many Chorus conversations have we had with Dana Whitfield this year?

How it works

What PopdockAI does when you ask

You name a Nutshell contact, and your AI assistant lists every Chorus conversation they took part in. It only reads.

01

Ask

You name the Nutshell contact.

Your AI tool

02

Find

It finds the person and their email and stops if the name is ambiguous.

nutshell-get-contact

03

Search

It looks for Chorus conversations with that email.

chorus-get-conversation-participants
chorus-get-engagements

04

List

It lists them with dates and participants, without phone numbers.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Nutshell and one secure connection to your AI tool. No code, no exports.

get-data

nutshell-get-contact

Returns Nutshell people (contacts) with their emails, phones and linked companies. Filter by name, email, owner and other fields.
get-data

chorus-get-conversation-participants

Returns the people who took part in Chorus conversations, with their name, email, title and company. Use it to see who was on a call, and which side they were on.
get-data

chorus-get-engagements

Returns recorded calls and meetings from Chorus, with the subject, date, duration, participants and the account each conversation relates to. Filter by date range, owner or account to pull the conversations behind a deal or a period.
Read only.Nothing in Nutshell 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

Every recorded conversation, in one request

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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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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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