CRM
Lifecycle Stage Auto-Downgrade Reconciler (Attio + Postgres)
Cross-checks Attio company lifecycle stages against actual activity logged in your product Postgres.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule triggers stage reconciliation
- ActionList companies and current lifecycle stage from AttioAttio
- ActionQuery recent activity counts per company from PostgresPostgres
- LogicMap activity thresholds to lowest defensible stage; flag inflated stages
- ActionPatch corrected lifecycle stage back into AttioAttio
- OutputAppend old/new stage audit rows to PostgresPostgres
What it does
A company sits in Attio as a Marketing Qualified Lead, but your product database shows zero logins for 60 days. This workflow reconciles the two sources of truth: it reads each company's claimed lifecycle stage from Attio, looks up the real engagement signals in your Postgres warehouse, and demotes stages that the underlying activity can no longer justify. Every downgrade is logged so the change is auditable and reversible.
When to use it
Use it when CRM lifecycle stages drift upward and never come back down, inflating funnel metrics, or when marketing routes leads to sales based on stages that real usage data contradicts.
How it works
- 1A schedule triggers the nightly reconciliation.
- 2The flow lists companies and their current lifecycle stage from Attio.
- 3It queries Postgres for each company's recent activity counts (logins, events, last-seen).
- 4A logic step maps activity thresholds to the lowest defensible stage and flags any company sitting above it.
- 5An action patches the corrected stage back into Attio for each flagged company.
- 6A final step appends an audit row per change to a Postgres table recording old stage, new stage, and the triggering signal.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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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