CRM
Cooling-Account Slack Alert from Attio Decay
Each morning, finds Attio companies whose relationship score just crossed from Warm into Cooling and posts an owner-tagged digest to Slack so the account team can re-engage…
How it runs
The automated pipeline, trigger to output.
- TriggerMorning schedule fires
- ActionFind newly-cooling accounts in PostgresPostgres
- ActionEnrich with owner + last touch from AttioAttio
- LogicExit if no accounts cooled
- OutputPost owner-tagged digest to SlackSlack
What it does
This turns the decay score into action. It detects the accounts that slipped a tier overnight — specifically Warm-to-Cooling transitions — and pushes a prioritized, owner-tagged list to a Slack channel so nobody finds out a key relationship went dark a month too late.
When to use it
Use it when relationships quietly decay between QBRs and the first signal of trouble is a lost renewal. This gives the team a daily nudge focused only on accounts that changed state, not the whole book.
How it works
- 1A morning schedule fires the run.
- 2Query Postgres for companies whose stored score crossed below the Cooling threshold since the prior run.
- 3Pull each account's owner and days-since-last-touch from Attio.
- 4If the list is empty, exit quietly without posting.
- 5Build a ranked digest with owner @-mentions and last-contact dates.
- 6Post the digest to the account-team Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More CRM workflows
Backfill Intercom conversation topics onto stale HubSpot contacts
Finds HubSpot contacts with no recent Intercom topic, pulls their conversation history from Intercom, classifies the dominant topic with OpenAI.
Daily orphaned-opportunity sweep with manager Slack digest
Each morning this scans Salesforce for open opportunities owned by inactive users and posts a per-manager digest in Slack listing the orphaned deals that need a new owner.
AI-Personalized Dormant Account Win-Back
On a dormancy anniversary, an agent researches the account's history and recent public signals, drafts a genuinely personalized win-back email.
Dormant Account Anniversary Re-engagement Email
Each day, finds Attio accounts whose last activity was exactly N months ago and sends each owner's contact a personalized re-engagement email from Gmail.
Dormant Account Check-In Call Scheduler
On the anniversary of an account's last touch, books a tentative check-in call on the owner's Google Calendar and emails the contact a scheduling invite.
Weekly Dormant-Anniversary Cohort Digest
Every week, groups dormant Attio accounts by which last-touch anniversary they hit that week, builds a prioritized digest.
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.