CRM
On-Request Account Touch-History Audit
On a webhook request for a single Attio company, assembles its full cross-channel last-touch history from Postgres, recomputes the live decay score.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook request with company idHTTP webhook
- ActionLoad company + owner from AttioAttio
- ActionPull per-channel last touch from PostgresPostgres
- LogicRecompute score + find weakest channel
- OutputReturn structured audit in responseHTTP webhook
What it does
This gives anyone an instant, explainable answer for one account: when did we last touch it on each channel, what is the current decayed score, and which channel is dragging it down. It is the drill-down behind the nightly number.
When to use it
Use it when a rep disputes a score, when prepping for a renewal call, or when a manager asks "why is this flagged Cooling?" Instead of digging through inboxes and Slack, you get a single recomputed, itemized answer on demand.
How it works
- 1A webhook arrives carrying an Attio company id.
- 2Validate the id and load the company's owner and metadata from Attio.
- 3Pull every channel's last-touch timestamp from the Postgres interactions table.
- 4Recompute the live decay score and identify the weakest-contributing channel.
- 5Return a structured audit — per-channel dates, score, tier, and the limiting channel — in the webhook response.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 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.
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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.
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