CRM
Dormant-Account Research Brief Generator
For each high-value dormant account, an agent researches recent company news and prepares a tailored re-engagement brief with talking points.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionSelect top-tier dormant accounts from AttioAttio
- ActionResearch recent company developmentsPerplexity
- LogicSynthesize angle, talking points, and draft opener
- ActionEmail re-engagement brief to the owner via GmailGmail
- OutputLog brief as a note on the Attio recordAttio
What it does
This agent-driven workflow does the homework a rep would skip. For each high-value dormant account it researches what's changed at the company — funding, leadership, product launches — then writes a re-engagement brief with a fresh angle and suggested opener, so the next outreach isn't a generic 'just checking in.'
When to use it
Use it for your strategic dormant accounts where a thoughtful, well-timed reason to reconnect beats volume. Best when the accounts are worth a few minutes of preparation each.
How it works
- 1A weekly schedule fires the run.
- 2The workflow selects the top tier of dormant accounts from Attio by value.
- 3For each, the agent searches the web for recent, relevant company developments.
- 4It synthesizes a brief: what changed, why it's a reason to reach out now, two talking points, and a draft opening line referencing the account's prior relationship.
- 5It emails the brief to the account owner via Gmail.
- 6It logs the brief and research date as a note on the Attio record for the team's history.
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 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.
More CRM workflows
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.
Weekly Dormant-Anniversary Cohort Digest
Every week, groups dormant Attio accounts by which last-touch anniversary they hit that week, builds a prioritized digest.
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.
Backfill Intercom conversation topics onto stale HubSpot contacts
Finds HubSpot contacts with no recent Intercom topic, pulls their conversation history from Intercom, classifies the dominant topic with OpenAI.
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.
Tag closed Intercom conversations onto Salesforce contacts in real time
On each Intercom conversation close, classifies the topic with OpenAI and appends it to the matching Salesforce contact's activity timeline so the topic never goes stale…
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.