CRM
Champion Departure Relationship Handoff in Attio
Detects when a key champion leaves an active customer account, logs the risk on the existing Attio deal.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule reads champions on open Attio dealsAttio
- ActionExa verify current employer and roleExa
- LogicSplit into stayers and movers
- ActionAdd at-risk note and task to original dealAttio
- ActionCreate prospecting record at new employerAttio
- OutputPost departure summary to SlackSlack
What it does
When a champion attached to a live Attio deal changes jobs, this workflow does two things at once: it flags the original account as at-risk because the internal sponsor is gone, and it opens a fresh prospecting record at the champion's new company. One departure becomes a defensive play and an offensive play.
When to use it
Use it on accounts where renewal depends heavily on a single internal advocate. The day that person updates their title is the day your renewal risk spikes and your expansion opportunity appears. This keeps both signals from slipping past your team.
How it works
- 1A nightly schedule reads champion people records linked to open Attio deals.
- 2An Exa search verifies each champion's current employer and role.
- 3A logic step splits results into stayers and movers.
- 4For movers, it adds an at-risk note and task to the original Attio deal.
- 5It creates a new company and prospecting record in Attio for the new employer, linked back to the prior relationship.
- 6It posts a Slack summary listing each departure, the at-risk account, and the new target.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 2Connect ExaNeural search across the web.
- 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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