SALES
Signed Attio Deal to Airtable Onboarding Tracker + Teams Kickoff Thread
When a deal is marked won in Attio, this adds a row to a central Airtable onboarding tracker, starts a Microsoft Teams kickoff thread tagging the assigned CSM.
How it runs
The automated pipeline, trigger to output.
- TriggerAttio deal record marked wonAttio
- ActionRead account, contract, CSM fieldsAttio
- ActionAppend row to Airtable onboarding trackerAirtable
- ActionStart Teams kickoff thread tagging CSMMicrosoft Teams
- OutputEmail customer welcome via OutlookOutlook
What it does
Keeps every new customer visible in one tracker and starts the conversation in the tool your team already lives in. On a won Attio deal, it appends a structured row to a master Airtable onboarding tracker (account, owner, stage, target go-live), opens a Microsoft Teams kickoff thread tagging the assigned CSM, and sends the customer a welcome email through Outlook.
When to use it
Use this for Microsoft-shop teams running their CRM in Attio who need a single Airtable view of all onboarding in flight. It gives leadership a live pipeline of new accounts while kicking off the internal conversation automatically.
How it works
- 1An Attio deal record is marked won, triggering the flow.
- 2The flow reads the account, contract, and assigned-CSM fields from Attio.
- 3It appends a new row to the central Airtable onboarding tracker with status set to Kickoff.
- 4It starts a Microsoft Teams thread in the onboarding channel, tagging the CSM with the account summary.
- 5It emails the customer a welcome note and next steps through Outlook.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 2Connect AirtableBases, tables, views, automations.
- 3Connect Microsoft TeamsChannels, chats, files.
- 4Connect OutlookMail, calendar, contacts.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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