Workflow teardown: $149
A 48-hour written diagnosis of one workflow. It covers the trigger, data model, variables, permissions, credit risks, and failure modes. You also get a block-by-block build plan and a Loom walkthrough. Full refund if it isn’t useful.
Same-day workflow build: $499
One production-ready workflow built or migrated with you asynchronously. It includes trigger and block design, variable mapping, safety guards, a test plan, and handoff notes. Best for routing, alerts, stale-deal sweeps, and legacy rebuilds.
Automation retainer: $1,500/mo
Up to four workflow builds, fixes, or migrations a month. You also get async debugging support, a monthly credit usage review, documentation for every shipped workflow, and a roadmap of the next highest-leverage automations.
Fast qualification
Tell me what the workflow should do and which objects or lists it touches. Say whether it is new or a legacy migration, give me the rough monthly volume, and add any screenshots. If it isn’t a fit, I say so quickly and point you to the right handbook page.
Why this work is hard
Attio Workflows sit where CRM design, go-to-market (GTM) operations, APIs, AI agents, and data hygiene all meet. Clicking the blocks is rarely the hard part. The hard part is the judgment behind them:- Which trigger should start the workflow.
- Where the source of truth for the data lives.
- Which path should stay free so you do not waste credits.
- Which write can cause an infinite loop, where a workflow keeps triggering itself.
- Which records should never reach an AI step.