LEAD GENERATION

Auto-Email Tier-1 Conference Attendees via Outlook

Watches the Attio outreach queue for newly scored conference leads above a threshold and sends each one a personalized first-touch email from Outlook.

CategoryLead Generation
Enginesim
Difficultyintermediate
Triggerevent
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerNew or updated record in Attio outreach queueAttio
  • LogicFilter to Tier-1 score and not-yet-contacted
  • ActionCompose personalized first-touch email
  • ActionSend email from rep's Outlook mailboxOutlook
  • OutputStamp send time and status back to AttioAttio

What it does

Monitors the prioritized conference outreach queue and, the moment a contact crosses your Tier-1 score threshold, drafts and sends a personalized first-touch email from your Outlook inbox. It references the specific conference and the intent signal that flagged them, then stamps the send time back onto the Attio record so no one gets double-emailed.

When to use it

Use it right after the prioritization flow has scored your attendee list, when you want reps' inboxes to do the first outreach automatically for the highest-scoring leads instead of waiting on manual sequencing.

How it works

  1. 1The flow triggers on a new or updated Attio record entering the conference outreach queue.
  2. 2A filter checks the priority score against the Tier-1 threshold and skips anyone already contacted.
  3. 3A personalization step builds the email body from the attendee's name, role, conference, and detected intent signal.
  4. 4The message is sent from the assigned rep's Outlook mailbox.
  5. 5The Attio record is updated with the send timestamp and a 'first-touch sent' status for downstream follow-up tracking.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect AttioReal-time CRM with structured data + powerful views.
  2. 2
    Connect OutlookMail, calendar, contacts.
  3. 3
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  4. 4
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  5. 5
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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