SALES
Weekly Stalled-Deal Warm-Reach Rescue
Every Monday, scans Attio for open deals with no activity in 14 days, finds an internal connector for each stalled account.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly Monday schedule
- ActionQuery Attio for deals idle 14+ daysAttio
- ActionFind alternate connector per stalled account in AttioAttio
- LogicFilter to stalled deals with a usable warm path
- LogicGroup results into per-owner digests
- OutputEmail each owner their stalled-deal warm-reach digestGmail
What it does
Fights deal stagnation with relationships. Each week it identifies deals that have gone quiet, then surfaces a warm path back into each account so owners can re-engage through a trusted connection rather than another ignored follow-up.
When to use it
Use for pipeline hygiene on a recurring cadence — especially in teams where deals stall when a single champion goes dark and a second relationship could revive them.
How it works
- 1A weekly schedule triggers the run every Monday morning.
- 2The workflow queries Attio for open deals with no logged activity in the last 14 days.
- 3For each stalled deal it searches the account for an alternate teammate connector with interaction history.
- 4A filter keeps only stalled deals that actually have a usable warm path.
- 5Results are grouped by deal owner into a per-owner digest.
- 6Each owner receives a Gmail email listing their stalled deals and the warm connections available to revive them.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 2Connect GmailRead, draft, send, label.
- 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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