CRM
CEO-Driven Tone-Degradation Save-Play Builder
An agent investigates accounts whose Intercom tone degraded across sessions, pulls full CRM context from Attio, drafts a tailored multi-step save-play.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled sweep of tone-flagged accounts
- ActionRead Intercom conversation historyIntercom
- ActionGather company, owner, and activity from AttioAttio
- ActionReason and draft tailored save-play with OpenAIOpenAI
- ActionFile structured save-play task in ClickUpClickUp
- OutputLink plan and sources back to Attio accountAttio
What it does
Rather than a fixed scoring pipeline, this runs an agent that investigates each tone-degraded account end to end. It reads the conversation history, gathers the account's CRM profile and recent activity from Attio, reasons about why tone slipped, and authors a bespoke save-play that it files in ClickUp.
When to use it
Use this for your highest-value accounts where a templated checklist is not enough and you want a reasoned, account-specific recovery plan. It trades throughput for depth versus the deterministic detectors.
How it works
- 1A scheduled sweep surfaces accounts flagged with degrading Intercom tone.
- 2For each, the agent reads the Intercom conversation history.
- 3It pulls the company profile, owner, contract, and recent touches from Attio.
- 4The agent reasons over root cause and drafts a tailored multi-step save-play.
- 5It writes the plan as a structured ClickUp task assigned to the owner.
- 6It links the source conversations and CRM record back onto the Attio account for traceability.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect ClickUpDocs + tasks + chats in one workspace.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.