SALES
Bulk Prospect List Warm-Path Scan
Takes a CSV of target accounts dropped into Google Drive, scrapes each company's team page for key people via Apify, matches them against your Attio network.
How it runs
The automated pipeline, trigger to output.
- TriggerTarget-account CSV added to Google Drive folderGoogle Drive
- LogicParse company names and domains from the CSV
- ActionScrape company team pages for decision-makers via ApifyApify
- ActionMatch scraped people against Attio networkAttio
- LogicScore each account warm / lukewarm / cold
- OutputWrite enriched warm-path sheet back to Google DriveGoogle Drive
What it does
Prioritizes an outbound target list by warm-path coverage. You upload a list of accounts, and the workflow tells you which ones your team can already reach through an existing relationship versus which are truly cold.
When to use it
Use it before launching an outbound campaign or when an SDR inherits a fresh territory list. Sort your effort toward accounts where a warm introduction is possible.
How it works
- 1A CSV of target companies is added to a watched Google Drive folder, triggering the run.
- 2The workflow parses each row's company name and domain.
- 3For each account, Apify scrapes the company site and public team listings to identify decision-maker names and titles.
- 4Each identified person is matched against your Attio CRM to detect prior interactions or shared connections.
- 5A scoring step marks each account as warm, lukewarm, or cold based on match strength.
- 6An enriched spreadsheet with warm-path coverage and named connectors is written back to Google Drive.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect ApifyActors, scrapers, datasets.
- 3Connect AttioReal-time CRM with structured data + powerful views.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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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