SALES
Warm-Intro Path Finder for New Deals
When a new deal is created in Attio, find every teammate who already knows someone at the prospect's company and post a ranked list of warm-intro paths to the deal owner in Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerNew deal created in AttioAttio
- ActionRead deal's linked company and contactsAttio
- ActionQuery Attio for teammates with prior interactions at the accountAttio
- LogicScore and rank connectors by interaction recency and depth
- LogicBranch on whether any warm path exists
- OutputPost ranked warm-intro paths to deal owner in SlackSlack
What it does
The moment a deal enters your pipeline, this workflow searches your Attio CRM for existing relationships at the target account and tells the deal owner exactly who on the team can open the door — no more cold outreach when a warm path already exists.
When to use it
Run this whenever your team creates new opportunities and wants to lead with a warm introduction instead of a cold email. Ideal for account-based sales teams where relationship reach is your unfair advantage.
How it works
- 1A new deal record is created in Attio, triggering the workflow.
- 2The workflow reads the linked company domain and people associated with the deal.
- 3It queries Attio for people records at that company, plus interactions and note authors, to surface which teammates have prior contact.
- 4A scoring step ranks each potential connector by recency and depth of interaction.
- 5If at least one warm path exists, the ranked list of connectors and the contacts they know is posted to the deal owner in Slack; otherwise it flags the deal as cold-outreach-only.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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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