Attio Automation Library
Every automation listed here was built for a real team, in a real Attio workspace. Pipelines, integrations, lifecycle workflows, notifications. All ready to deploy in yours.
Sales pipeline
Deal stages, probabilities, risk flags, and follow-up tasks. Built for teams that run their pipeline in Attio.
Deal probability by stage
Each time a deal changes stage, the probability field updates automatically based on your pipeline rules.
Trigger: Deal stage updated
Deal probability adjustment by opportunity type
Expansion deals get +15% on stage change. Win-back deals get -10%. Probability reflects reality, not guesswork.
Trigger: Deal stage updated
Auto-advance stage on deal creation
New deals skip irrelevant stages based on opportunity type. Expansions jump to Discovery. Renewals land on RFP Response.
Trigger: Deal created
Daily overdue deal flagging
Every morning: find deals past their expected close date, mark them as at-risk, create a task for the sales lead.
Trigger: Recurring schedule (daily)
Weekly inactive deal reminders
Deals untouched for 14+ days get flagged. A task is created for the owner so nothing sits idle without a reason.
Trigger: Recurring schedule (weekly)
Auto-update deal timestamp
Every deal modification writes the current date to an "Updated at" field. Clean audit trail, no manual entry.
Trigger: Deal updated
Lifecycle and routing
Records move to the right place based on type, status, or stage. No manual sorting.
Route records to lists by type
New records get sorted into the correct list based on a category field. Each type has its own view, automatically.
Trigger: Record created
Create related records on status change
When a company's type changes to a specific value, a linked record is created in the matching object. No copy-paste.
Trigger: Record attribute updated
Lifetime value rollup
Each time a linked record is created, the parent record's total value recalculates. Sum of all associated costs, always current.
Trigger: Record created
Retention automation sequences
Scheduled workflows that check patient or customer status and trigger follow-up actions based on last activity date.
Trigger: Recurring schedule
Integrations and sync
Attio connected to accounting, note-taking, and communication tools. Data flows both ways.
Xero to Attio invoice sync
New and updated invoices in Xero push to Attio automatically. Handles batched invoices, custom attributes, and historic data import.
Trigger: Xero webhook (create/update)
Attio notes sync to Notion
Every note created by a workspace member lands in Notion as a data source item. Filtered by author, routed to the right page.
Trigger: Note created (webhook)
Call recording transcripts to Notion
Call recordings get transcribed, summarized by AI, and pushed to Notion. Meeting insights available without switching tools.
Trigger: Call recording created (webhook)
Call recording to deal creation
Completed call recordings trigger transcript analysis. Based on content, a deal is created or notes are updated on the relevant record.
Trigger: Call recording completed
Webform lead capture with enrichment
Form submissions from Typeform, Tally, or your website create enriched records in Attio. No manual entry, no missing fields.
Trigger: Form submitted
Notifications and tasks
The right person gets alerted at the right time. No deals forgotten, no fields left empty.
Slack alerts for stalled deals
A Slack message fires when a deal hasn't moved stage in X days. Configurable per pipeline.
Trigger: Recurring schedule
Auto-create tasks on stage change
Deal moves to a new stage, follow-up tasks appear for the owner. Each stage has its own task template.
Trigger: Deal stage updated
Daily missing field digest
A daily nudge listing open deals with empty required fields. Reps fill gaps before reporting breaks.
Trigger: Recurring schedule (daily)
Enroll contacts in outreach sequences
New contacts matching specific criteria get pushed to Instantly, Smartlead, or Apollo. Outreach starts without manual exports.
Trigger: Record created/updated
How you get these
Included with implementation
Every implementation project includes the automations your team needs. You tell me the process, I pick from the library and customize to fit.
Available as scoped work
Need one specific automation added to an existing workspace? That works too. Clear scope, clear quote.
First one is free
Not sure yet? I'll build your first automation at no cost. All I ask is a short testimonial if it saves you time.
Common questions
Are these templates I can install myself?
No. Each automation is built and configured in your Attio workspace by me. The library shows what is available. You pick what you need, I customize it to fit your setup.
Can I get one automation without a full project?
Yes. Any automation in the library can be delivered as scoped work. Clear quote, clear delivery. Or get your first one free.
What if I need something not on this list?
The library grows with every client project. If your workflow is not listed, describe it and I will tell you if it is possible and what it takes.
Do automations work with external tools?
Yes. Many automations connect Attio to Slack, Xero, Notion, Zapier, outreach tools, and form builders. Built with Make, n8n, Zapier, or native webhooks depending on the use case.
How are automations included in implementation projects?
During the discovery call, we map your workflows. I pick the right automations from the library and customize them for your process. All included in the implementation price.
Can you modify an automation after it is delivered?
Yes. Adjustments after delivery are covered during the handover period. Ongoing changes are handled through a monthly retainer or scoped work.
Need something that's not on the list?
This library grows with every project. If your workflow isn't here, I'll build it.