CRM
Reassign orphaned accounts via round-robin when owners go silent
Scans Attio accounts nightly for any with no owner activity in 60 days, then reassigns each to the next rep in a round-robin pool and notifies them in Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule
- ActionList Attio accounts with last owner activityAttio
- LogicFilter: no owner activity in 60 days
- LogicRound-robin select next rep in pool
- ActionUpdate account owner in AttioAttio
- OutputDM new owner the handoff in SlackSlack
What it does
This workflow finds accounts whose owner has gone quiet for 60+ days and redistributes them fairly across your active sales team. It pulls the last interaction date for every account in Attio, flags the stale ones, and walks a round-robin pointer through your rep list so each orphan lands with a different owner. The newly assigned rep gets a Slack DM with the account name, the old owner, and how long it sat untouched.
When to use it
Run this when accounts routinely slip through the cracks after a rep changes teams, goes on leave, or simply stops logging activity. It keeps pipeline coverage even without a manager manually auditing ownership.
How it works
- 1A nightly schedule kicks off the run.
- 2The flow queries Attio for all accounts and their most recent owner interaction timestamp.
- 3A filter keeps only accounts with no owner activity in the last 60 days.
- 4A round-robin selector assigns each stale account to the next rep in the active pool, advancing the pointer per assignment.
- 5The owner field is updated in Attio.
- 6The new owner receives a Slack DM summarizing the handoff.
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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