CRM
AI-Personalized Dormant Account Win-Back
On a dormancy anniversary, an agent researches the account's history and recent public signals, drafts a genuinely personalized win-back email.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily dormancy-anniversary schedule
- ActionRead account and interaction history from AttioAttio
- ActionResearch recent public signals about the companyPerplexity
- ActionDraft personalized win-back email
- LogicPost draft to owner in Slack for approvalSlack
- ActionSend approved email via GmailGmail
- OutputLog win-back attempt to AttioAttio
What it does
Goes beyond mail-merge by having an agent build a unique win-back message for each dormant account. On the last-touch anniversary it pulls the account's Attio history, looks up fresh public context about the company, and writes a tailored email referencing what's changed since you last spoke. The draft is posted to the owner in Slack for a one-click approve or edit before it goes out via Gmail.
When to use it
Use this for strategic accounts where a generic template would land flat and a thoughtful, specific note is what reopens the door. The human approval step keeps quality and tone under control.
How it works
- 1A daily schedule surfaces accounts reaching their dormancy anniversary in Attio.
- 2The agent reads the full account and interaction history from Attio.
- 3It researches recent public developments about the company to find a relevant hook.
- 4It drafts a personalized win-back email and posts the draft to the owner in Slack for approval.
- 5On approval, send the email via Gmail and log the win-back attempt back to Attio.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect GmailRead, draft, send, label.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More CRM workflows
Spin up a Monday handoff board for a departing rep's deals
When a rep is deactivated in Salesforce, this creates a Monday.com board with one item per open opportunity so the manager can manually triage and assign each handoff.
Dormant Account Check-In Call Scheduler
On the anniversary of an account's last touch, books a tentative check-in call on the owner's Google Calendar and emails the contact a scheduling invite.
Daily orphaned-opportunity sweep with manager Slack digest
Each morning this scans Salesforce for open opportunities owned by inactive users and posts a per-manager digest in Slack listing the orphaned deals that need a new owner.
Reassign a departed rep's open pipeline by territory
When a Salesforce user is deactivated, this finds all of their open opportunities and reassigns each one to the active rep who owns its territory, then logs the moves.
Escalate opportunities still owned by an inactive rep after grace period
Checks daily for open opportunities that have stayed with an inactive owner past a grace window and escalates each to the regional director by email and Slack with deal context.
Weekly Dormant-Anniversary Cohort Digest
Every week, groups dormant Attio accounts by which last-touch anniversary they hit that week, builds a prioritized digest.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.