Capture and qualify
When a new lead arrives, these builds fill in its company details, give it a score, and route it to the right rep. You pay for AI only when it changes what happens next, not on every lead.Cheapest-first enrichment waterfall
Enrichment fills in missing fields like company size or industry. Run providers in cost order and stop at the first hit, so you never pay twice for one email.
Score leads into explainable bands
Turn raw signals into a number and a hot, warm, or cold band a rep can read at a glance.
Webhook lead intake with safe upsert
A webhook lets an outside form send leads straight into Attio. Receive those leads and create or update a person without ever duplicating one.
Route and sequence
Get the right rep on the right account at the right moment. Each build also keeps your enroll and exit steps clean, so no lead gets stuck in the wrong place.Slack deal alerts on stage change
Post a Slack message to the deal channel the moment a deal moves stage, with the value and owner inline.
Round-robin lead routing
Assign each new lead to the next rep in a rotation, skipping anyone who is out of office.
Inbound routing by territory and seniority
Send leads to the right pod by region and title, so an enterprise buyer never lands in an SMB queue.
Enroll and auto-exit sequences
Enroll a lead on qualification and exit it automatically the instant it replies or books a meeting.
Pipeline hygiene and lifecycle
Make the pipeline clean itself and hand off work on a schedule. Each build is tuned to avoid false positives, so an owner only hears from it when something real needs attention.Stale-deal sweep
Find deals with no activity for two weeks on a recurring schedule and nudge their owner.
Dedupe on create
Catch a duplicate company or person the moment it is created and merge into the existing record.
Daily pipeline digest to Slack
Send one scheduled summary of pipeline movement to Slack each morning instead of ad-hoc pings.
Daily renewal watch at 90, 60, and 30 days
Watch every renewal date and alert the owner at three fixed checkpoints before it lands.
Hand off closed-won deals to Customer Success
Trigger a clean handoff to Customer Success the moment a deal reaches closed won.
Signals and AI
Turn a signal into researched action that lands on the right person. The AI cost sits behind a filter, so you only pay when the lead is worth it.AI ICP-fit research and routing
Research each inbound lead against your ideal customer profile, then route on the verdict.
Funding-signal outbound that beats competitors to a fresh raise
Detect a fresh funding round and trigger outbound before competitors see the news.
AI agents playbook
Decide when an agent earns its credits and how to keep its access read-only.
Platform patterns
Use these when the native blocks are not enough. They are the escape hatches for everything Attio does not do out of the box.HTTP and JSON patterns
Call an external API, parse the response, and feed it back into a record.
App SDK custom blocks
Build a reusable custom block with the App SDK when no native block fits.
Migrating from legacy
You can no longer create new legacy workflows; existing ones keep running, and Attio says sunset notice will come “well in advance.” These guides move an existing build onto the new engine.Migrate legacy workflows
Move an existing legacy workflow onto the new engine without losing its trigger or logic.
Block changes reference
See which legacy blocks renamed, merged, or split in the new engine.
Pricing changes
Compare what each build cost under the old model against the new credit model.