SALES

Account Relationship Graph Builder (Agent)

An agent that, on demand for a named target account, mines Attio interactions and enriches with public org data via Apify to build a multi-path relationship map.

CategorySales
Enginepaperclip
Difficultyadvanced
Triggermanual
Steps6
Setup~25 min

How it runs

The automated pipeline, trigger to output.

  • TriggerAgent invoked with a target account name
  • ActionPull all account interactions and deals from AttioAttio
  • ActionEnrich org structure and roles via ApifyApify
  • LogicReason over data to map and rank warm-intro paths
  • ActionWrite relationship strategy brief to NotionNotionNotion
  • OutputPing account team in Slack with brief linkSlack

What it does

Produces a full relationship-strategy brief for a strategic account. The agent reasons over all known connection points — internal and second-degree — and assembles ranked warm-intro paths into a single playbook, not just a flat list.

When to use it

Use for high-value enterprise pursuits where the buying committee is large and you need a deliberate, multi-threaded relationship plan before engaging.

How it works

  1. 1An account team member starts the agent with a target company name.
  2. 2The agent pulls all Attio people, deals, notes, and interactions tied to that account.
  3. 3It uses Apify to enrich with public org structure and decision-maker roles.
  4. 4The agent reasons across the data to map every viable warm path, ranking them by reachability and influence on the deal.
  5. 5It composes a strategy brief naming connectors, the contacts they can reach, and a recommended sequencing of intros.
  6. 6The brief is written to a Notion page and the account team is pinged in Slack with the link.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect AttioReal-time CRM with structured data + powerful views.
  2. 2
    Connect ApifyActors, scrapers, datasets.
  3. 3
    Connect NotionPages, databases, comments.
  4. 4
    Connect SlackChannels, DMs, threads, mentions.
  5. 5
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  6. 6
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  7. 7
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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