SALES
One-Click Warm Intro Request Drafter
On a Slack slash command naming a prospect, finds the best internal connector in Attio and drafts a personalized intro-request email in Gmail addressed to that connector.
How it runs
The automated pipeline, trigger to output.
- TriggerSlack slash command naming a prospectSlack
- ActionLook up prospect and best connector in AttioAttio
- ActionDraft personalized intro-request email with LLMOpenAI
- ActionCreate unsent draft in connector's GmailGmail
- OutputConfirm draft ready in Slack replySlack
What it does
Turns a single Slack command into a ready-to-send introduction request. The rep names a prospect; the workflow identifies who internally knows them and drafts the ask to that colleague, complete with context on why the intro matters.
When to use it
Use when a rep has spotted a target and wants to request a warm introduction without manually digging through the CRM or wording an awkward favor email.
How it works
- 1A rep triggers a Slack slash command with the prospect's name or company.
- 2The workflow looks the prospect up in Attio and finds the teammate with the strongest interaction history.
- 3It pulls context — how the connector knows the contact, the open deal, and the rep's goal.
- 4An LLM step composes a concise, courteous intro-request email tailored to the connector.
- 5The draft is created in the rep's Gmail addressed to the connector and saved unsent.
- 6A Slack reply confirms the draft is ready with a link to review and send.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect GmailRead, draft, send, label.
- 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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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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