CRM
Shared Slack Channel Touch Capture for Attio
Listens to shared customer Slack Connect channels, maps each message to an Attio company.
How it runs
The automated pipeline, trigger to output.
- TriggerNew message in mapped Slack channelSlack
- ActionResolve channel to company in PostgresPostgres
- LogicSkip internal-only messages
- ActionVerify company active in AttioAttio
- OutputUpsert Slack last-touch in PostgresPostgres
What it does
Many relationships now live in shared Slack Connect channels, not email. This workflow captures that activity: every message in a mapped external channel updates the company's Slack last-touch timestamp, feeding the same decay model your email and call signals use.
When to use it
Use it when your strongest accounts talk to you in Slack and that engagement is invisible to the CRM. It ensures an account buzzing in Slack never gets mislabeled Cold just because nobody emailed.
How it works
- 1A new message in a monitored Slack channel triggers the run.
- 2Resolve the channel to its mapped Attio company via the channel-to-account table in Postgres.
- 3Skip messages from internal-only members so noise does not inflate the signal.
- 4Confirm the company exists and is active in Attio.
- 5Upsert the Slack last-touch timestamp into the Postgres interactions table.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect AttioReal-time CRM with structured data + powerful views.
- 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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