CRM
Alert the account owner in Slack when Attio warmth crosses a cooling threshold
Runs daily over Attio companies, and when a warmth score driven by Intercom signals drops below a threshold or trends down sharply.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionQuery Attio for changed warmth scoresAttio
- LogicFlag accounts below floor or cooling fast
- ActionGather recent driving signals from IntercomIntercom
- OutputPost owner alert to SlackSlack
What it does
Watches the Attio warmth scores that Intercom interactions keep updating, and when an account cools, crossing a fixed floor or falling fast week over week, it notifies the assigned owner in Slack so they can intervene before the relationship slips further.
When to use it
Use it alongside any workflow that writes warmth from Intercom signals. It is the human-in-the-loop layer: scores update automatically, but a person gets pinged only when an account actually needs attention. Good for CS leads managing renewal risk.
How it works
- 1A daily schedule triggers the run.
- 2The workflow queries Attio for companies whose warmth changed since the last run.
- 3A logic step flags accounts below the cooling floor or with a steep negative slope.
- 4For each flagged account it gathers the most recent Intercom signals that drove the drop.
- 5It posts a concise alert to the owner's Slack channel with the account, current score, trend, and triggering signals.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 2Connect IntercomConversations, contacts, articles.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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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