CRM
Outlook Opt-Out and Objection Detector for Attio
Detects unsubscribe, do-not-contact, and hard-objection replies in Outlook and updates the Attio record to suppress outreach and reroute the deal stage.
How it runs
The automated pipeline, trigger to output.
- TriggerNew inbound reply in Outlook mailboxOutlook
- ActionClassify reply for opt-out or objectionOpenAI
- LogicProceed only on negative-signal intent
- ActionLook up person and deal in AttioAttio
- OutputSuppress outreach and update deal stageAttio
What it does
This workflow scans inbound Outlook replies specifically for negative-signal intents — unsubscribe requests, do-not-contact, legal or competitor mentions, and hard objections — and updates the matching Attio record to suppress further outreach and move the deal to the right stage so reps stop emailing people who said no.
When to use it
Use it for compliance and deliverability hygiene: when opt-out and angry replies slip past reps, your sender reputation drops and you risk emailing contacts who explicitly asked you to stop.
How it works
- 1An inbound reply hits the monitored Outlook mailbox.
- 2OpenAI classifies the reply, returning a negative-signal label or none.
- 3A logic gate proceeds only when a suppression-worthy intent is detected.
- 4The matching Attio person and deal records are looked up by email.
- 5Attio is updated — outreach suppressed, do-not-contact set, and the deal moved to Closed Lost or Disqualified with a reason.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 3Connect OpenAIModels, embeddings, files.
- 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.
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.