SALES
Daily Intercom warm-conversation digest with Attio sync
Runs each morning, pulls the prior day's Intercom conversations, ranks them by buying intent, syncs the warmest to Attio, and posts a prioritized digest to Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday morning schedule
- ActionFetch last 24h of Intercom conversationsIntercom
- ActionScore and rank conversations with OpenAIOpenAI
- LogicSplit into warm and ignore tiers
- ActionUpsert warm deals in AttioAttio
- OutputPost ranked digest to SlackSlack
What it does
Once a day this workflow reviews yesterday's Intercom conversations, scores each for purchase intent, and produces a ranked list of the warmest prospects. The top conversations are reconciled into Attio as deals or refreshed notes, and the whole digest is delivered to your sales channel so the team starts the day knowing exactly who to chase.
When to use it
Use it when real-time alerts create too much noise and you'd rather work a clean, prioritized queue each morning instead of triaging the inbox live.
How it works
- 1A scheduled trigger fires every weekday morning.
- 2Intercom returns all conversations from the previous 24 hours.
- 3An OpenAI step scores and summarizes each conversation, then ranks them.
- 4A logic step splits the ranked list into a warm tier and an ignore tier.
- 5Attio upserts deals for the warm tier with scores and summaries.
- 6A formatted Slack digest posts the ranked warm leads with deal links.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AttioReal-time CRM with structured data + powerful views.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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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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.
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