CRM
Find Stripe customers with no matching Attio company
Compares paying Stripe customers against Attio by fuzzy domain and reports billing accounts that have no CRM record, so revenue is never invisible to your sales and success teams.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionFetch active customers from StripeStripe
- ActionFetch company domains from AttioAttio
- LogicFuzzy-match and isolate unmatched billing orphans
- ActionWrite ranked orphan list to PostgresPostgres
- OutputSend revenue-ranked digest to SlackSlack
What it does
Reconciles the billing system against the CRM in the other direction: it surfaces Stripe customers who are paying money but have no corresponding company in Attio, which usually means an account the CRM is blind to.
When to use it
Run it weekly when finance and sales disagree on the active account list, or after a billing migration when some customers never got CRM records created for them.
How it works
A weekly schedule pulls active Stripe customers with their email domains and pulls all Attio company domains. Both sets are normalized, then a fuzzy-match step attempts to pair each Stripe customer to an Attio company. Customers that fail to match any company above the threshold are classified as billing orphans. The workflow writes the orphan list to Postgres with subscription value and last-payment date for triage, then sends a digest to Slack ranked by monthly revenue so the team backfills the highest-value missing accounts first.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 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.
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