CRM
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.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily anniversary scan schedule
- ActionFind Attio accounts at last-touch anniversaryAttio
- LogicFilter to high-value or owned accounts
- ActionCreate tentative check-in event on owner's Google CalendarGoogle Calendar
- ActionEmail contact a scheduling proposal via GmailGmail
- OutputMark check-in scheduled on Attio recordAttio
What it does
Turns a dormancy anniversary into a concrete next action. When an Attio account crosses its last-touch anniversary, this workflow creates a tentative check-in event on the assigned owner's Google Calendar and sends the contact a friendly email proposing the time. Instead of just a reminder, the rep gets a real slot on the calendar that they can confirm or move.
When to use it
Use this for high-value accounts where you want a live conversation rather than another email blast. It removes the friction of scheduling by pre-placing the meeting and inviting the contact in one motion.
How it works
- 1A daily schedule scans Attio for accounts hitting their last-touch anniversary.
- 2Filter to accounts above a value threshold or with an assigned owner so only worthwhile relationships are scheduled.
- 3Find an open slot and create a tentative check-in event on the owner's Google Calendar.
- 4Send the contact a Gmail message proposing the time with a reschedule link.
- 5Note the scheduled check-in on the Attio record so the account is marked as actively worked.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 2Connect Google CalendarEvents, attendees, availability.
- 3Connect GmailRead, draft, send, label.
- 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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