CRM
No-Show Recovery Agent: Adaptive Playbook with Attio
An agent reviews each no-show in context — deal stage, prior touches, contact seniority — and chooses the right recovery play.
How it runs
The automated pipeline, trigger to output.
- TriggerNo-show event from Google CalendarGoogle Calendar
- ActionPull deal and contact context from AttioAttio
- LogicAgent selects recovery play by stage and value
- ActionSend tailored Gmail outreachGmail
- ActionUpdate Attio record with task and reasoningAttio
- OutputPost recovery digest to SlackSlack
What it does
Instead of a fixed sequence, this workflow hands each no-show to an agent that reads the deal's history in Attio and decides how to respond: a light nudge for an early-stage lead, a multi-channel push for a late-stage deal, or a graceful close-the-loop for a contact who has gone cold. It then carries out the chosen play and writes its rationale back to the record.
When to use it
Use this when your no-shows aren't all alike and a one-size sequence either over-pesters cheap leads or under-serves big ones. Built for revenue teams on Attio who want judgment, not just automation, applied to recovery.
How it works
- 1A no-show event from Google Calendar triggers the agent.
- 2The agent pulls the contact and deal context from Attio — stage, prior outreach, last activity.
- 3It selects a recovery play matched to deal value and engagement, deciding channel, tone, and timing.
- 4It executes the play: a tailored Gmail message now, optional later touches, and any Attio task or stage change.
- 5The agent records its decision and reasoning on the Attio record, and posts a digest to Slack for visibility.
Set it up
What you configure once, before turning it on.
- 1Connect Google CalendarEvents, attendees, availability.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 3Connect GmailRead, draft, send, label.
- 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.
More CRM workflows
Dormant Account Check-In Call Scheduler
On the anniversary of an account's last touch, books a tentative check-in call on the owner's Google Calendar and emails the contact a scheduling invite.
Weekly Dormant-Anniversary Cohort Digest
Every week, groups dormant Attio accounts by which last-touch anniversary they hit that week, builds a prioritized digest.
AI-Personalized Dormant Account Win-Back
On a dormancy anniversary, an agent researches the account's history and recent public signals, drafts a genuinely personalized win-back email.
Backfill Intercom conversation topics onto stale HubSpot contacts
Finds HubSpot contacts with no recent Intercom topic, pulls their conversation history from Intercom, classifies the dominant topic with OpenAI.
Daily orphaned-opportunity sweep with manager Slack digest
Each morning this scans Salesforce for open opportunities owned by inactive users and posts a per-manager digest in Slack listing the orphaned deals that need a new owner.
Tag closed Intercom conversations onto Salesforce contacts in real time
On each Intercom conversation close, classifies the topic with OpenAI and appends it to the matching Salesforce contact's activity timeline so the topic never goes stale…
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.