CRM
Agent-Driven Buying-Committee Remap on Role Change
When a webhook reports a confirmed role change, an agent re-evaluates the account's buying committee, reassigns influence and decision roles in Attio, and briefs the deal owner.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook: confirmed role changeHTTP webhook
- ActionPull account and linked contactsAttio
- LogicReassign roles; gate economic-buyer change
- ActionWrite rebalanced committee to AttioAttio
- OutputBrief deal owner in SlackSlack
What it does
A single title change can reshape an entire buying committee: a new VP becomes the economic buyer, a former champion loses influence. This template hands a confirmed role change to an agent that reasons over the whole account, rebalances each contact's committee role, and writes the updated map back to Attio.
When to use it
Use this on strategic accounts where the committee structure actually drives strategy, not just contact data. It is the action layer that sits downstream of the detection templates and turns a detected change into a re-planned committee.
How it works
- 1A webhook fires with a confirmed role-change payload for one contact.
- 2The agent pulls the full account and all linked contacts from Attio.
- 3The agent reasons over the new title to reassign committee roles: economic buyer, champion, influencer, blocker.
- 4A logic gate holds any reassignment that would change the economic buyer for human review.
- 5The agent writes the rebalanced committee roles back to Attio.
- 6A briefing summarizing what changed and why is posted to the deal owner in Slack.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 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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