DOCUMENT OPS
Match each new contract's counterparty to the Attio CRM and link the record, creating it if new
When a contract is filed, extracts the counterparty name, searches Attio for a matching company, links the contract to that CRM record.
How it runs
The automated pipeline, trigger to output.
- TriggerNew page in Notion contract registerNotion
- ActionExtract and normalize counterparty nameOpenAI
- ActionSearch Attio for matching companyAttio
- LogicBranch on match vs no match
- OutputLink contract to existing Attio recordAttio
- ActionCreate new Attio company when no matchAttio
What it does
Keeps contracts and your CRM in sync. For every newly filed contract it resolves the counterparty against Attio, dedupes against existing companies, and attaches the contract to the right account record so sales and legal see the same source of truth.
When to use it
Use this when contracts get filed in Notion but never get tied back to the company in your CRM, leaving account owners unaware of active agreements. It makes every contract visible from the company record.
How it works
- 1A new page in the Notion contract register triggers the run.
- 2OpenAI extracts and normalizes the counterparty legal name from the contract metadata.
- 3Attio is searched for a company matching the normalized name and domain.
- 4A logic branch handles match vs no-match.
- 5On a match, the contract details and Notion link are attached to the existing Attio company record.
- 6On no match, a new Attio company is created and then linked, so the next contract resolves cleanly.
Set it up
What you configure once, before turning it on.
- 1Connect NotionPages, databases, comments.
- 2Connect OpenAIModels, embeddings, files.
- 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 this workflow in your colony.
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