CRM
Weekly Dormant-Anniversary Cohort Digest
Every week, groups dormant Attio accounts by which last-touch anniversary they hit that week, builds a prioritized digest.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly digest schedule
- ActionQuery Attio for accounts hitting anniversaries this weekAttio
- LogicGroup into cohorts and rank by value and owner
- ActionFormat prioritized digest
- OutputPost team digest to Slack channelSlack
- OutputEmail owners their personal at-risk list via GmailGmail
What it does
Gives the team a weekly, organized view of which accounts are crossing dormancy milestones so reactivation work gets planned instead of forgotten. It pulls dormant accounts from Attio, buckets them by the anniversary they reach this week (6, 12, 18 months), ranks them by account value, and delivers a single digest to a shared Slack channel while emailing each owner only their own at-risk accounts.
When to use it
Use this when you want a managed reactivation rhythm and visibility for the whole team rather than silent automated emails. It's the planning layer that sits in front of any outreach cadence.
How it works
- 1A weekly schedule kicks off the digest.
- 2Query Attio for all accounts whose last-touch anniversary falls in the coming week.
- 3Group accounts into anniversary cohorts and sort each cohort by value and owner.
- 4Format a readable digest with cohort counts, top accounts, and direct record links.
- 5Post the team-wide digest to a Slack channel.
- 6Email each owner a filtered list of just their dormant accounts via Gmail.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 2Connect SlackChannels, DMs, threads, mentions.
- 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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