CRM
Apply Time-Decay to Webinar Scores and Re-Sync Attio Weekly
Weekly job reads stored webinar engagement scores from BigQuery, decays them based on days elapsed, and writes the refreshed score back to each Attio person record.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionQuery historical scores from BigQueryBigQuery
- LogicApply time-decay to composite score
- ActionWrite decayed score and tier to AttioAttio
- OutputSummarize tier movements
What it does
Engagement gets stale. This workflow keeps Attio honest by reading historical webinar scores from BigQuery, applying a time-decay curve so a webinar watched two months ago counts less than last week's, and re-writing the current decayed score onto each contact.
When to use it
Use it when reps prioritize off the engagement score and you want yesterday's hot lead to cool gracefully instead of sitting falsely hot forever.
How it works
- 1A weekly schedule trigger starts the run.
- 2An action queries BigQuery for each contact's webinar scores and event dates.
- 3A logic step applies an exponential decay by days-since-event and sums to a current composite score and tier.
- 4An action updates the decayed score and tier on each Attio person.
- 5An output summarizes how many contacts moved tiers this week.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 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.
More CRM workflows
Dormant Account Check-In Call Scheduler
On the anniversary of an account's last touch, books a tentative check-in call on the owner's Google Calendar and emails the contact a scheduling invite.
Weekly Dormant-Anniversary Cohort Digest
Every week, groups dormant Attio accounts by which last-touch anniversary they hit that week, builds a prioritized digest.
AI-Personalized Dormant Account Win-Back
On a dormancy anniversary, an agent researches the account's history and recent public signals, drafts a genuinely personalized win-back email.
Backfill Intercom conversation topics onto stale HubSpot contacts
Finds HubSpot contacts with no recent Intercom topic, pulls their conversation history from Intercom, classifies the dominant topic with OpenAI.
Daily orphaned-opportunity sweep with manager Slack digest
Each morning this scans Salesforce for open opportunities owned by inactive users and posts a per-manager digest in Slack listing the orphaned deals that need a new owner.
Tag closed Intercom conversations onto Salesforce contacts in real time
On each Intercom conversation close, classifies the topic with OpenAI and appends it to the matching Salesforce contact's activity timeline so the topic never goes stale…
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.