CRM
Weekly Buying-Committee Drift Audit from Signature Log
On a weekly schedule, scans a Postgres log of captured email signatures against current Attio titles and posts a digest of every contact whose role has drifted.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionQuery latest captured signaturesPostgres
- ActionFetch current titles from AttioAttio
- LogicKeep drifted contacts, join deal value
- OutputPost ranked drift digest to SlackSlack
What it does
This is the batch counterpart to live detection. Once a week it reconciles every signature your colony has captured against the titles on record, surfaces the contacts whose roles have drifted, and hands you a single prioritized digest instead of a stream of one-off alerts.
When to use it
Use this when you want a calm, reviewable weekly pass over CRM accuracy rather than real-time pings. It is ideal for RevOps leads who reconcile the buying committee during their weekly pipeline review.
How it works
- 1A weekly schedule trigger fires the run.
- 2A Postgres query pulls the latest captured signature per contact from the signature log table.
- 3Each row is matched against the current title stored in Attio.
- 4A logic step keeps only contacts whose title materially changed and joins each to its open deal value.
- 5The drifted contacts are ranked by deal value, highest first.
- 6A formatted digest is posted to Slack for the RevOps channel to review and action.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.