CRM
Dormant Account Anniversary Re-engagement Email
Each day, finds Attio accounts whose last activity was exactly N months ago and sends each owner's contact a personalized re-engagement email from Gmail.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily morning schedule
- ActionQuery Attio for accounts dormant exactly N daysAttio
- LogicFilter to accounts with email and no open deal
- ActionCompose personalized re-engagement email
- ActionSend email via GmailGmail
- OutputLog outreach activity back to AttioAttio
What it does
Watches your Attio CRM for accounts that have gone quiet and reaches out automatically on the anniversary of their last interaction. When an account hits a configured dormancy milestone (for example, 90, 180, or 365 days since last touch), it sends a warm, personalized email to the primary contact and records the outreach as a new activity in Attio so the account no longer looks abandoned.
When to use it
Use this when you have a long tail of cold accounts that slip through manual follow-up. It keeps relationships warm without a rep having to remember every anniversary, and it stops the same account from being re-emailed because every send is logged back to the CRM.
How it works
- 1A daily schedule fires in the morning.
- 2Query Attio for accounts whose `last_interaction` date is exactly the configured number of days in the past.
- 3Filter out accounts with no primary email or with an open opportunity so you only nudge truly dormant ones.
- 4Compose a personalized email using the contact name, last topic, and dormancy length.
- 5Send the email through Gmail.
- 6Write a `Re-engagement email sent` activity back onto the Attio record to reset the clock and prevent duplicates.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 2Connect GmailRead, draft, send, label.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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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