CRM
Route orphaned-account reassignments through manager approval in Slack
Detects 60-day-dormant Attio accounts, proposes a round-robin owner, and posts an interactive Slack approval to a manager before any ownership change is committed.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled audit run
- ActionList Attio accounts with last activityAttio
- LogicFilter: inactive 60+ days
- LogicRound-robin propose next owner
- ActionSend Slack approval to managerSlack
- LogicBranch on Approve vs Reject
- OutputUpdate owner in Attio on approvalAttio
What it does
This workflow adds a manager gate to round-robin reassignment. It finds accounts with no owner activity in 60 days, calculates the proposed next owner from the round-robin pool, and sends the manager an interactive Slack message with Approve and Reject buttons per account. Approved accounts get reassigned in Attio; rejected ones stay put and are logged for review. This keeps high-value or sensitive accounts under human control.
When to use it
Use this when reassignment decisions carry revenue risk and a manager should sign off, or when certain strategic accounts shouldn't be auto-routed. It blends automation with oversight.
How it works
- 1A scheduled run begins the audit.
- 2The flow lists Attio accounts with their last owner activity.
- 3A filter selects accounts inactive for 60+ days.
- 4A round-robin selector proposes the next owner for each.
- 5An interactive Slack approval message is sent to the manager with per-account Approve/Reject controls.
- 6On approval, the account owner is updated in Attio; rejections are recorded and skipped.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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.
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