CRM
Build a Post-Call Account Brief in Attio
An agent reads the call transcript, researches the company on the web, and writes a consolidated account brief into the Attio company record covering who attended.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook delivers transcript and company domainHTTP webhook
- ActionResearch company news and signals on the webExa
- LogicSynthesize structured account brief
- ActionWrite brief to Attio company recordAttio
- OutputNotify account owner in SlackSlack
What it does
Produces a rich account brief after a meeting by combining what was said on the call with fresh external research. The agent reads the transcript, looks up the company's recent news and headcount signals, then drafts a structured brief and saves it to the Attio company record.
When to use it
Use it when account executives need context-rich CRM records for complex B2B deals, not just raw notes. It is ideal for enterprise sales where understanding the org, recent funding, and stakeholder priorities drives strategy.
How it works
- 1A webhook delivers the transcript and company domain after the call.
- 2The agent reads the transcript and identifies attendees, themes, and open questions.
- 3It runs web research on the company for recent news, hiring, and product signals.
- 4It synthesizes a structured brief: stakeholders, priorities, risks, recommended next moves.
- 5The brief is written into the matching Attio company record.
- 6The account owner is notified in Slack with a link to the updated record.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect ExaNeural search across the web.
- 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 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.