CRM
Detect Contact Role Changes from Email Signature Drift
Watches inbound Gmail for signature blocks that differ from the title on record in Attio, and flags contacts whose job title has changed so the buying committee stays accurate.
How it runs
The automated pipeline, trigger to output.
- TriggerNew inbound email receivedGmail
- ActionExtract name, title, company from signatureOpenAI
- ActionLook up contact in Attio by emailAttio
- LogicCompare extracted title vs stored title
- ActionUpdate title and archive prior roleAttio
- OutputNotify account owner of role changeSlack
What it does
Every inbound email carries a signature block. When a contact's title in that block drifts from the title stored in your CRM ("Manager" becomes "Director", "VP" becomes "SVP"), this template catches the change, confirms it is a real promotion or move rather than a formatting quirk, and updates the contact record in Attio.
When to use it
Run this when your buying-committee data goes stale between deals. Titles change constantly inside target accounts, and a stale title silently misroutes outreach and weakens forecasting. This keeps role data fresh without a single manual edit.
How it works
- 1A new email arrives in the monitored Gmail inbox and fires the trigger.
- 2An OpenAI step parses the signature block and extracts name, title, and company.
- 3The contact is looked up in Attio by email address.
- 4A logic step compares the extracted title against the stored title and decides if the drift is a meaningful role change.
- 5On a real change, Attio is updated with the new title and the prior title is archived to a history field.
- 6A Slack message notifies the account owner of the role change.
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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