CRM
Flag churn-risk accounts from repeated Intercom friction and create Attio tasks
When an Intercom conversation closes, the workflow checks whether the account has now hit a threshold of repeated friction.
How it runs
The automated pipeline, trigger to output.
- TriggerIntercom conversation closedIntercom
- ActionClassify friction theme with LLMOpenAI
- ActionRead account friction history from AttioAttio
- LogicCheck repeated-friction threshold
- ActionUpdate risk status on Attio companyAttio
- OutputCreate owner follow-up task in AttioAttio
What it does
This workflow turns recurring support pain into a CRM action. On each closed Intercom conversation it classifies the friction theme, looks at the account's recent friction history in Attio, and when an account crosses a repeated-friction threshold it bumps the account's risk status and creates a follow-up task assigned to the owner.
When to use it
Run this when you want repeated frustration to trigger proactive outreach instead of waiting for a renewal conversation to go badly. Built for CS teams managing books of accounts who need churn signals surfaced as concrete tasks.
How it works
- 1An Intercom conversation closes and triggers the run.
- 2The workflow classifies the conversation's friction theme with an LLM.
- 3It reads the matched Attio company's recent friction entries and tallies them.
- 4A logic branch checks whether the account now exceeds the repeated-friction threshold; if not, the run ends.
- 5For at-risk accounts it updates the company's risk-status field in Attio.
- 6It creates an Attio task for the account owner with the themes and links to the conversations.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 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 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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