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New to Attio workflows? Learn starts you at your first build, then walks you through four guided paths in order, from logic-only alerts to AI agents. A workflow is an automation that reacts to something in your CRM and takes action. Work this section top to bottom. First build one workflow end to end. Then follow the guided paths in order, or jump to the one that solves your biggest problem today. This is the only section meant to be read in sequence. The other three answer one question at a time. Grab a finished recipe in Guides. Look up a single block in Reference. Understand why the engine behaves a certain way in Explanation.

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Build your first workflow

Ship a free, logic-only Slack alert that touches every fundamental: a trigger, a filter, variables, an action, and publishing. It takes about ten minutes and costs zero credits.

Guided paths

A guided path takes one job in your go-to-market motion and teaches it as a short course. It gives you the mental model first, then walks you through the real builds for that job, in order. The builds themselves live in Guides, where each one stands alone. A path is the guided route through them, with the why and the sequence added. Follow the four paths in order to go from your first alert to an AI agent that owns a stage of your funnel. Each path ends in a challenge you ship into your own workspace.

1. Capture and qualify

When a new lead arrives, fill in its company details, give it a score, and send it to the right rep. You pay for AI only where it changes a decision.

2. Route and sequence

Get the right rep on the right account at the right moment. Leads enroll in and exit each sequence cleanly, with no overlap.

3. Keep the pipeline honest

Make the pipeline clean itself, summarize itself, and hand work off on a schedule, with no false positives.

4. Let AI own a stage

Stand up a read-only research agent that runs a whole funnel segment safely and predictably.