CRM
Tag No-Show Webinar Registrants in Attio and Queue Re-Engagement
Compares Zoom registrations against actual attendance, tags no-shows in Attio with a re-engagement status, and queues the on-demand recording follow-up.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom webinar.ended eventZoom
- ActionFetch registrants and attendee reportZoom
- LogicDiff lists to isolate no-shows
- ActionTag no-show status on Attio recordsAttio
- OutputQueue re-engagement tasks and confirm count
What it does
Not everyone who registers shows up. This workflow reconciles the Zoom registrant list with the attendee report, isolates the no-shows, and updates their Attio records with a 'Registered, No-Show' status plus a re-engagement task so they get the recording instead of falling through the cracks.
When to use it
Run it after any webinar where registration outpaced live attendance and you want a clean, automatic recovery motion rather than a manual spreadsheet diff.
How it works
- 1The Zoom webinar.ended event fires with the webinar ID.
- 2An action fetches both the full registrant list and the actual participant report.
- 3A logic step diffs the two lists to identify registrants with zero attended minutes.
- 4An action updates each no-show in Attio with the no-show status and the webinar reference.
- 5An output creates a re-engagement task list and confirms the count of records tagged.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 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.