CRM
Rebuild Account Org Charts in Attio from Gmail Signature Reporting Lines
Parses reporting hints and titles from Gmail signatures across an account, reconstructs the implied reporting hierarchy.
How it runs
The automated pipeline, trigger to output.
- TriggerNew message in monitored Gmail account labelGmail
- ActionExtract titles and reporting cues from signatures and CCsOpenAI
- ActionReconcile parsed people against Attio recordsAttio
- LogicDetermine which records need title or manager changes
- ActionUpdate titles and reporting relationships in AttioAttio
- OutputPost rebuilt org chart digest to account channelSlack
What it does
This workflow harvests signature data from Gmail threads tied to an account, infers each contact's title and likely manager from titles and CC patterns, and writes an updated role and reporting relationship into Attio. The result is a self-maintaining org chart built from how people actually sign and route their email.
When to use it
Use it for complex enterprise accounts where the buying committee shifts often and a stale org chart leads to missed stakeholders. It is ideal for account teams who map power and influence and need that map to track reality.
How it works
- 1A new message in a monitored Gmail label triggers the flow.
- 2OpenAI extracts each participant's name, title, and any reporting cues from signatures and CC lines.
- 3An agent reconciles the parsed people against existing Attio person and company records.
- 4A logic step decides which records need a title or manager-link change.
- 5Attio updates titles and reporting relationships and links new people to the company.
- 6A digest of the rebuilt org chart is posted to the account channel.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AttioReal-time CRM with structured data + powerful views.
- 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 this workflow in your colony.
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