CRM
Build a Buying-Committee Map from Email Threads into Attio
Scans recent Gmail threads on an active deal, infers each participant's buying role (economic buyer, champion, blocker, end user) from how they write and who they reply.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule per active deal
- ActionPull last 30 days of deal threadsGmail
- ActionClassify participant buying roles from thread + reply graphOpenAI
- LogicDrop role guesses below confidence threshold
- ActionMatch or create contacts in AttioAttio
- OutputWrite role + evidence quote to committee fieldsAttio
What it does
Turns a noisy sales inbox into a structured buying-committee map. It reads the email threads tied to an open deal, figures out who actually holds which role in the purchase decision, and stamps that judgment onto each contact record in Attio so the whole team can see the committee at a glance.
When to use it
Run it when a deal has stalled in mid-funnel and you can't tell who the real decision-maker is, or before a forecast review when you need the committee mapped without a manual CRM scrub.
How it works
- 1A nightly schedule fires for every deal in an active sales stage.
- 2Gmail pulls the last 30 days of threads matching the deal's domain and participants.
- 3OpenAI reads the thread text and reply graph, then classifies each person as economic buyer, champion, technical evaluator, blocker, or end user, with a confidence score and the quote that justified it.
- 4A confidence filter drops weak guesses below threshold so the CRM only gets defensible roles.
- 5Each surviving person is matched to or created as an Attio contact, and the inferred role plus evidence quote is written to the contact's deal-committee fields.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AttioReal-time CRM with structured data + powerful views.
- 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 this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.