CRM
Agent reviews Intercom history and rebuilds Attio relationship strength weekly
A weekly agent reads each account's recent Intercom conversations, reasons about overall relationship strength.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule for active accounts
- ActionPull recent Intercom conversations and tagsIntercom
- ActionReason over history to assess relationshipOpenAI
- ActionResolve account to Attio companyAttio
- OutputWrite warmth, narrative, and next action to AttioAttio
What it does
Instead of incrementing a number per tag, an agent reviews the whole recent Intercom history for each active account, weighs volume, tone, escalations, and resolution quality, and produces a fresh Attio warmth score together with a short relationship narrative and a recommended next action.
When to use it
Use it for high-touch or strategic accounts where a holistic weekly read beats per-event scoring. It pairs well with QBR prep and exec reviews, giving owners a written take on each relationship rather than just a metric.
How it works
- 1A weekly schedule starts the agent run for active accounts.
- 2For each account the agent pulls recent Intercom conversations and their tags.
- 3The agent reasons over the corpus to assess relationship strength, supported by an OpenAI reasoning step.
- 4It resolves the account to its Attio company record.
- 5It writes the recomputed warmth score, a narrative summary, and a recommended next action onto the Attio record for the owner to act on.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.