CRM
Map Decision-Makers from Email Threads into Attio
Scans recent Gmail threads tied to active CRM deals, infers each participant's role and seniority from how they write and who they CC.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule over active Attio deals
- ActionFetch linked email threads from GmailGmail
- ActionClassify role and seniority per participantOpenAI
- LogicDrop low-confidence and internal addresses
- OutputWrite roles and relationships to AttioAttio
What it does
This workflow reads the email threads attached to your open Attio deals and turns the raw participant list into a structured decision-maker map. It classifies each person as economic buyer, champion, technical evaluator, blocker, or influencer based on their language, who they loop in, and whether others defer to them. The result is written back as role attributes and person-to-person relationships in Attio so reps can see the buying committee at a glance.
When to use it
Use it when deals stall because nobody knows who actually signs, or when a champion goes quiet and you need the backup contacts. It is built for AEs and RevOps teams running committee sales where the org chart is buried in email and never makes it into the CRM.
How it works
- 1A daily schedule fires for every Attio deal in an active stage.
- 2The workflow pulls the linked Gmail threads for each deal's contacts.
- 3An OpenAI step reads the thread text and CC patterns and assigns a role and seniority score per participant.
- 4A logic step filters out low-confidence guesses and internal addresses.
- 5The remaining roles and the inferred reporting links are written back to Attio as person attributes and relationships.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 2Connect GmailRead, draft, send, label.
- 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.
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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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.