CRM
Dormant Account Multi-Step Reactivation Cadence with Rep Handoff
Runs a staged reactivation cadence on dormant Attio accounts: email at the anniversary, a follow-up if no reply.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily cadence evaluation schedule
- ActionLoad dormant accounts and cadence stage from AttioAttio
- LogicBranch by cadence stage (touch 1, touch 2, or handoff)
- ActionSend stage-appropriate email via GmailGmail
- ActionUpdate cadence stage on Attio recordAttio
- OutputEscalate final-stage accounts to owner in SlackSlack
What it does
Drives a three-touch reactivation cadence for accounts that have gone dark in Attio. On the dormancy anniversary it sends the first email, waits for a reply window, sends a second nudge if there's silence, and finally escalates the account to its owner in Slack for a human touch. Each stage is tracked on the Attio record so the cadence never repeats a step.
When to use it
Use this when a single email isn't enough to revive a cold account and you want a disciplined sequence that ends in a warm human handoff rather than an infinite loop of automated mail.
How it works
- 1A daily schedule evaluates dormant accounts in Attio.
- 2Branch on the account's cadence stage stored in Attio: send touch one on the anniversary, touch two after the no-reply window.
- 3Send the appropriate email via Gmail and stamp the stage and timestamp on the Attio record.
- 4If the account reaches the final stage with no reply detected, skip the email branch.
- 5Post a handoff message to the owner in Slack with account context and a link to the record so a person closes the loop.
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.
- 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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