CRM
Weekly Intercom topic roll-up per Attio company with Slack digest
Aggregates the past week of Intercom conversations by company, summarizes the top recurring topics with OpenAI, updates the Attio company record.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule triggers the roll-up
- ActionPull trailing-7-day conversations from IntercomIntercom
- LogicGroup by company and filter low-volume accounts
- ActionSummarize top recurring topics with OpenAIOpenAI
- ActionUpdate Attio company weekly_topics attributeAttio
- OutputPost account-by-account digest to SlackSlack
What it does
This answers "what is each account actually talking to us about lately?" It groups the last seven days of Intercom conversations by company, asks OpenAI to rank the top three recurring topics with a one-line summary each, writes that summary onto the Attio company record, and posts a readable digest to Slack for the CS team.
When to use it
Use it for Monday-morning account reviews, or when stale Attio company records lack any sense of current conversation themes. It complements per-contact tagging by giving a company-level view.
How it works
A weekly schedule triggers the run. The workflow pulls all conversations closed in the trailing seven days from Intercom and groups them by company. A logic step filters out companies below a minimum conversation count to avoid noise. OpenAI summarizes each qualifying company's top topics. The workflow updates the Attio company's `weekly_topics` attribute, then formats and posts a grouped digest to a Slack channel.
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.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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 this workflow in your colony.
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