CRM
Triage Contact-Us Emails into Attio with an ICP Fit Note
Watches a sales inbox for contact-us emails, extracts the sender's company, scores ICP fit.
How it runs
The automated pipeline, trigger to output.
- TriggerNew contact-us email in inboxGmail
- ActionEnrich sender companyExa
- LogicScore ICP fit + draft fit note
- LogicDedupe against existing Attio record
- ActionUpsert company + person in AttioAttio
- OutputWrite fit summary to recordAttio
What it does
Reads inbound contact-us emails landing in a shared Gmail inbox, figures out who is writing and from what company, scores how well they match your ICP, and lands a clean record in Attio with a short fit note so reps know instantly whether to chase.
When to use it
Use it when prospects email a generic sales@ or hello@ address and those messages get lost or manually copied into the CRM. Great for teams that live in Attio and want enriched, scored records without copy-paste.
How it works
- 1A new email in the monitored Gmail label triggers the run.
- 2An enrichment step parses the sender domain and pulls company firmographics from Exa.
- 3A scoring step rates ICP fit and drafts a one-paragraph fit summary plus next step.
- 4A logic step checks Attio for an existing company to avoid duplicates.
- 5The Attio company and person records are created or updated with score and notes.
- 6The fit summary is written to the record as the final output for reps to read.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect ExaNeural search across the web.
- 3Connect AttioReal-time CRM with structured data + powerful views.
- 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.