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See which meetings a Salesforce opportunity has had
For sales managers who ask their AI assistant whether an opportunity's contact roles have met the team in Granola.
On this page
Connector
Connect Salesforce, pick your AI tool and paste the prompt.
The problem
No way to tell if the buying group has actually met with you
A manager reviewing a deal cannot tell whether the buying group has really met with the team. The opportunity lives in Salesforce, the conversations live in Granola notes, and nobody lines them up until the deal goes quiet.
Without PopdockAI
- Read the contact roles on the opportunity
- Search Granola for meetings with each person
- Read summaries to see what was agreed
- Compare the next step with the last meeting by hand
With PopdockAI
- The opportunity is found, and it stops if several share the name
- Each contact role's Granola meetings are found by email
- A timeline, roles with no meeting and a stale or active call are given
- Read only, with the next step compared to the latest summary
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Show the meetings held with the people on the opportunity `{opportunity-name}`, and flag whether the deal has had recent meeting contact. Treat no meeting in `{stale-days}` days (default 30) as stale.
**Step 1: Find the opportunity (salesforce server)**
Call `salesforce-get-opportunity` with `name.contains` set to `{opportunity-name}`. If more than one matches, list them (name, `account-name`, `stage`, `opportunity-id`) and stop.
**Step 2: Get the buying group (salesforce server)**
Call `salesforce-get-opportunity-contact-role` with `opportunity-id`. For each `contact-id`, call `salesforce-get-contact` with `contact-id` to get the `email`.
**Step 3: Find the meetings (granola server)**
For each email call `granola-get-attendee` with `email`. Collect distinct `note-id` values, then call `granola-get-note` with `id` to get `title`, `scheduled-start` and `summary`.
**Step 4: Report**
Opportunity line (`stage`, `amount`, `close-date`, `next-step`), then a timeline of meetings newest first with who from the buying group attended, then roles with no meeting at all. State clearly whether the deal is stale, and compare the latest meeting summary with `next-step`, noting any mismatch.
**Rules & Guidelines:**
* `granola-*` tools are on the granola server; `salesforce-*` tools are on the salesforce server. Both must be connected.
* This prompt is read-only. Never call `salesforce-add-account`, `salesforce-add-contact`, `salesforce-add-lead`, `salesforce-add-opportunity`, `salesforce-add-case`, `salesforce-add-task`, `salesforce-add-asset`, `salesforce-add-campaign` or any `salesforce-update-*` tool.
**Validation:**
* If a contact has no email, list them as not traceable and continue.
* If no meetings are found, report that no meeting history exists for these contacts.
Who it's for
One answer, three teams that use it
Sales managers
Inspect deals with meeting evidence
See which buying group members have met the team and whether the deal has gone stale.
Trace the Contoso Data Platform opportunity through Granola meetings. Is it stale after 14 days?
Account executives
Find stakeholders you have not met
See which contact roles have no meeting yet so you can bring them in.
Which contacts on the Fabrikam Analytics deal have I not met with in Granola?
Revenue operations
Check next steps match reality
Compare the recorded next step with what the latest meeting summary says.
Does the next step on the Northwind Traders Fleet opportunity match our last Granola meeting?
How it works
What PopdockAI does when you ask
You name the opportunity, and your AI assistant traces it through its contacts' Granola meetings. Nothing is changed in Salesforce.
01
Ask
You name the opportunity and, if you like, how many days count as stale.
02
Find
It locates the Salesforce opportunity and stops if several share the name.
03
Trace
It reads the contact roles and finds each person's Granola meetings.
04
Report
You get a meeting timeline, roles with no meeting and a stale or active verdict.
What PopdockAI provides
The tools behind the answer
Ready made tools for Salesforce and one secure connection to your AI tool. No code, no exports.
salesforce-get-opportunity
salesforce-get-opportunity-contact-role
salesforce-get-contact
granola-get-attendee
granola-get-note
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
Know whether a deal is really active
Related use cases
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