Workflows
Revenue agents at your team's command.
Orchestrate your best plays, on every account, over the deepest context layer in AI CRM.
Trigger when a new deal record is created.
Enrich the record with web research.
Score the lead and route to the right AE.
Route lead to Enterprise and draft outreach.
Cue the agents.
Agents for every job in revenue. Run by Attio, moving deals forward with your team.
Web Agent
Researches accounts for the latest on the web.
Scoring Agent
Assigns fit to leads based on your ICP criteria.
Routing Agent
Routes every lead to the right rep or channel.
Win/Loss Agent
Pulls the patterns from every win and every loss.
Onboarding Agent
Walks every customer to first value, milestone by milestone.
Coaching Agent
Reviews every call from your reps and flags the coaching moments.
Prospecting Agent
Finds your next best customers before you have to ask.
Enrichment Agent
Adds signals and preps them for the team to act on.
Web Agent
Researches accounts for the latest on the web.
Scoring Agent
Assigns fit to leads based on your ICP criteria.
Routing Agent
Routes every lead to the right rep or channel.
Win/Loss Agent
Pulls the patterns from every win and every loss.
Onboarding Agent
Walks every customer to first value, milestone by milestone.
Coaching Agent
Reviews every call from your reps and flags the coaching moments.
Prospecting Agent
Finds your next best customers before you have to ask.
Enrichment Agent
Adds signals and preps them for the team to act on.
Briefing Agent
Hands reps a full brief of what to know before their call.
Follow-Up Agent
Recaps every call, updates the deal, drafts the next move.
Churn Risk Agent
Spots accounts cooling off and drafts the save play.
Expansion Agent
Spots upsell signals and queues the play for the team to run.
Pipeline Review Agent
Creates a view of pipeline to report for sales leadership.
Onboarding prep
Create a concise brief to prep for a customer onboarding call.
Outbound Agent
Drafts and sends personalized sequences to target accounts.
Briefing Agent
Hands reps a full brief of what to know before their call.
Follow-Up Agent
Recaps every call, updates the deal, drafts the next move.
Churn Risk Agent
Spots accounts cooling off and drafts the save play.
Expansion Agent
Spots upsell signals and queues the play for the team to run.
Pipeline Review Agent
Creates a view of pipeline to report for sales leadership.
Onboarding prep
Create a concise brief to prep for a customer onboarding call.
Outbound Agent
Drafts and sends personalized sequences to target accounts.
Hire the best rep. Again. Again. And again.
Agents in concert on every deal, beside your team.
“Before every meeting, Attio centralizes, summarizes, and surfaces everything I need to know to give a great first impression or close the deal.”
Ian Ahuja
Head of Sales & Partnerships · Lightdash
From idea to live agent, before your next meeting.
Describe it. Test it. Ship it. Run it back.
Say it in a sentence.
Describe the goal. Attio assembles the workflow for you to approve.
Test it block by block.
Run once or a million times.
From idea to live agent, before your next meeting.
Describe it. Test it. Ship it. Run it back.
From idea to live agent, before your next meeting.
Describe it. Test it. Ship it. Run it back.
Say it in a sentence.
Describe the goal. Attio assembles the workflow for you to approve.
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Universal ContextTM
The deepest context in AI CRM. So your agents make better calls.
Always online. Your agents act right now, not next week.
Made for agents. Engineered so they find, reason, and act.
Patterns, not flares. Agents read the trend, not the noise.
Wired into your stack. Agents reach Notion, Linear, Fin and more.
The deepest context in AI CRM. So your agents make better calls.
Always online. Your agents act right now, not next week.
Made for agents. Engineered so they find, reason, and act.
Patterns, not flares. Agents read the trend, not the noise.
Wired into your stack. Agents reach Notion, Linear, Fin and more.
Built for the long run.
Fire from any signal. Model any logic. Replay any run.
Trigger from any signal.
Record changes, schedules, webhooks, manual runs.
Loops, branches, fallbacks.
Model the messy logic your business needs — even with code.
Build your own blocks.
Drop in custom JS, ship with the App SDK, or connect MCP.
Trust by default.
Assigned permissions. Traceable steps. Pause anytime.
Assigned user permissions.
Workflows inherit the permissions of whoever you assign.
Every run, on the record.
Open any run. See what each agent read, decided, and did.
Pause anything. Rerun anything.
Pause anytime. Rerun any single run without redoing the rest.
