CRM
Tag Attio accounts with product-friction themes from Intercom chats
When an Intercom conversation closes, an LLM classifies the underlying product-friction theme and writes it onto the matching Attio company record so CRM filters reflect what…
How it runs
The automated pipeline, trigger to output.
- TriggerIntercom conversation closedIntercom
- ActionFetch transcript and contact emailIntercom
- ActionClassify friction theme with LLMOpenAI
- LogicSkip threads with no clear theme
- ActionFind Attio company by domainAttio
- OutputUpdate friction-theme field on companyAttio
What it does
Every time a support conversation closes in Intercom, this workflow reads the full thread, asks an LLM to name the dominant product-friction theme (for example onboarding, billing confusion, performance, missing integration), and stamps that theme onto the customer's Attio company record. Your CRM becomes searchable by the pain points driving support load.
When to use it
Run this when support volume is high enough that you can no longer eyeball patterns, and you want account owners to see friction themes directly in the CRM instead of digging through Intercom. Ideal for CS and product teams that segment accounts by experience quality.
How it works
- 1An Intercom conversation moves to closed and fires the trigger.
- 2The workflow pulls the conversation transcript and the contact's email.
- 3An OpenAI call classifies the thread into one friction theme plus a one-line rationale.
- 4A filter drops low-signal threads (greetings, thank-yous) with no clear theme.
- 5The matching Attio company is found by domain and its friction-theme field is updated, appending the new theme to the running list.
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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