CRM
Open ClickUp handoff tasks for stale accounts before reassigning
Weekly, finds Attio accounts dormant for 60 days, picks the next round-robin owner, and creates a ClickUp onboarding task for that rep instead of silently flipping ownership.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionRead Attio accounts and last activityAttio
- LogicFilter: dormant 60+ days
- LogicRound-robin pick next rep
- ActionCreate ClickUp handoff task for repClickUp
- OutputPost handoff summary to Slack channelSlack
What it does
Rather than reassigning ownership behind the scenes, this workflow turns each orphaned account into an actionable handoff. It identifies accounts with no owner touch in 60 days, chooses the next rep via round-robin, and creates a ClickUp task assigned to that rep with the account context and a re-engagement checklist. Ownership only changes once the rep accepts the task, so nobody is surprised by a cold pipeline.
When to use it
Use this when your team prefers a human acceptance step over automatic reassignment, or when reps need a structured checklist (review notes, send intro email, log a call) to pick up an account cleanly.
How it works
- 1A weekly schedule starts the run.
- 2The flow reads all Attio accounts and their last owner activity date.
- 3A filter isolates accounts dormant for 60+ days.
- 4A round-robin selector assigns each to the next available rep.
- 5A ClickUp task is created for that rep with account name, prior owner, dormancy length, and a re-engagement checklist.
- 6A summary of all created handoffs is posted to the team Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 2Connect ClickUpDocs + tasks + chats in one workspace.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
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