SALES
Intercom enterprise-intent enrichment and Attio routing
Detects enterprise-sized buying signals in Intercom, enriches the company with web research, and creates a high-value Attio deal routed to the enterprise team in Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerIntercom conversation createdIntercom
- ActionDetect enterprise signals with OpenAIOpenAI
- LogicProceed only on enterprise intent
- ActionEnrich company via Perplexity researchPerplexity
- ActionCreate enterprise deal in AttioAttio
- OutputRoute research and deal to SlackSlack
What it does
When a conversation shows enterprise buying signals — SSO, security review, procurement, or large seat counts — this workflow enriches the prospect's company with live web research, builds a qualified Attio deal flagged as enterprise, and routes it to the dedicated enterprise sales channel with the research attached.
When to use it
Use it when enterprise deals demand a different motion than self-serve and you want them identified, researched, and escalated the instant the signal appears rather than discovered weeks later.
How it works
- 1An Intercom conversation-created webhook delivers the message and company domain.
- 2An OpenAI step flags enterprise-grade buying signals and extracts the company name.
- 3A logic branch proceeds only when enterprise intent is detected.
- 4Perplexity researches the company's size, funding, and tech stack.
- 5Attio creates a deal tagged Enterprise with the enrichment summary and intent quote.
- 6A Slack message posts to #enterprise-sales with the research brief and deal link.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PerplexitySearch-grounded answers with citations.
- 4Connect AttioReal-time CRM with structured data + powerful views.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, 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.