SALES
Intercom stalled-intent re-engagement with Attio follow-up tasks
Finds prospects who showed buying intent in Intercom but went quiet, then creates an Attio follow-up task and drafts a re-engagement email for the rep to send.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionFetch stalled high-intent Intercom threadsIntercom
- LogicFilter out converted or closed deals
- ActionDraft re-engagement email with OpenAIOpenAI
- ActionCreate follow-up task on Attio dealAttio
- OutputAlert deal owner in SlackSlack
What it does
Prospects who asked about buying and then went silent are easy money left on the table. This workflow checks daily for Intercom conversations that signaled intent but had no reply in three days, drafts a tailored re-engagement email, creates an Attio follow-up task on the deal, and pings the owner in Slack to send it.
When to use it
Use it when warm leads slip through because no one circles back. It turns dormant intent into a concrete, owned next action instead of a forgotten thread.
How it works
- 1A daily scheduled trigger starts the run.
- 2Intercom returns conversations previously tagged high-intent with no activity in three days.
- 3A logic step filters out any that already converted or were closed.
- 4An OpenAI step drafts a short, context-aware re-engagement email per prospect.
- 5Attio creates a dated follow-up task on the deal with the draft attached.
- 6A Slack message alerts the deal owner with the prospect and a link to the task.
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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