LEAD GENERATION
Find mutual connections between attendees and your team via shared companies
Processes a batch of attendees through Attio to surface mutual connections and shared past employers with your team.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule starts pre-event batch run
- ActionLoad attendee batch from AirtableAirtable
- ActionLook up shared companies and mutual contacts in AttioAttio
- LogicScore and rank viable connection paths
- ActionCompile ranked intro-path brief
- OutputPublish brief grouped by connector to NotionNotion
What it does
Cross-references a list of conference attendees against your team's relationship graph in Attio to find second-degree paths: shared former employers, mutual contacts, and overlapping company history. It ranks the strongest paths and compiles them into a single readable intro-path brief.
When to use it
When cold outreach is failing and you want to systematically uncover the non-obvious warm paths your team already has into a list of target attendees before the event.
How it works
- 1A schedule kicks off the batch run ahead of the event.
- 2The attendee batch is loaded from an Airtable list.
- 3Each attendee is looked up in Attio for shared companies, mutual contacts, and overlapping employment history with your team.
- 4A logic step scores and ranks the connection paths, keeping only attendees with at least one viable path.
- 5The ranked paths are compiled into a structured intro-path brief.
- 6The brief is published to a Notion page, grouped by which teammate can make each intro.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 3Connect NotionPages, databases, comments.
- 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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