4 min read
Workflows: orchestrate revenue agents, on every account
Jeremy Lee Product Marketing
TL;DR
- Workflows is Attio's new engine for orchestrating AI agents alongside your revenue team across every account and signal.
- Agents run on Universal Context: your full customer picture across accounts, conversations, signals, and the tools your team works in.
- Describe what you want in a sentence, and Ask Attio drafts the workflow.
- Add Linear, Fin, Granola, Notion, Octolens, and other tools to your workflows with pre-built blocks or via MCP.
- Live today in every Attio workspace, or create an account to try the new Workflows.
In sales, the book is always bigger than the team. No team can be everywhere at once. But they don’t have to be.
Attio now runs the work that closes top deals on every account in your list: research, routing, briefings, follow-ups, the nudge when something stalls. All at the standard your team brings on their best days.
This is revenue orchestration: the system that runs alongside your team, coordinating across every account, every signal, and every motion. Your reps own the deal. Agents do the work to help them win.
It's how a founding team of two stays on every account, not just the top ten. Or how a team of fifty covers every account, across thousands. Without dropping the standard.
What's now possible in Workflows?
Workflows is Attio’s engine to orchestrate AI agents alongside your team. While your reps run deals with buyers, agents support the work around them.
Research leads (new workspace records), score them against our ICP. For high-fit leads create a deal and assign it to an AE.
Put agents to work on:
Prospecting: Creating a target list of qualified accounts to add to a sequence.
Triaging: Scoring leads against your ICP and routing them with a personalized opener attached.
Briefing: Prepping reps before every call with the deal history, recent emails, and talking points.
Following up: Recapping every meeting with a summary, updated fields, and drafted next steps for prospects.
Reviving stalled deals: Watching deals that have gone quiet and drafting the nudge to bring them back.
Signal-based outreach: Catching market signals (funding rounds, exec changes, hiring spikes) and queuing the right play.
These are just a few of the plays we see teams running.
But none of this works if your agents don't have the right context.
Why your agents are only as good as their context
An outreach agent that can't see your last three meetings will write a generic email. A briefing agent looking only at sales call history will miss the customer who stopped using the product after disappointing interactions with Support.
Attio's Universal Context closes that gap. It's the context layer for your accounts, contacts, conversations, signals, and product usage, connected to the tools your team already uses: Notion, Linear, Fin, Octolens, and more.
That depth is what makes the agents reliable. The research agent already sees every call your team has had with the prospect. A churn agent doesn't just see one account going quiet; it reads the signal against every account that's gone quiet before. Universal Context turns isolated events into patterns your team and agents can act on.
Inside Workflows
Workflows is built from features that fit together however your team needs. Here are the big ones:
Ask Attio to build your workflow: Describe your goal, and Attio drafts the workflow.
Web Agent: Pre-built for live research on the web: company news, funding rounds, leadership changes, and more.
Custom Agents: Build your own for any play your team runs.
App blocks: Install blocks from partners like Linear and Fin, or build your own with the App SDK.
MCP: Agents reach into anything else with an MCP server.
The new Workflows brings retries, better reliability, custom code, and a long list of other upgrades from the original Automations product.
And the pricing is built for agents — 9 in 10 block runs are free, with AI billed by actual model usage.
Your team stays in control
Three things matter more than anything else when you're handing work to a system.
Transparency. You need to see what your agent is doing. In Workflows, every run is on the record. Open the history to see what each agent read, what it decided, and what it did next.
Permissions. You need to set the boundaries. Workflows inherit the permissions of whoever you assign. An agent acting on a deal can't touch anything its assignee couldn't.
User control. You need to be able to change the workflow as fast as your business changes. Edit any prompt or swap any block, using AI chat or the workflow builder. Every workflow is yours to evolve when you need it.
Get started
Workflows is live today. If you're already on Attio, try Ask Attio to create an agent or start from one of our templates.
Every morning, surface the deals that need my attention today, like anything with a stage change, a recent reply, or a new signal in the last 24 hours.
If you're not on Attio yet, you can start free.
We can’t wait to see what you build with agents in Workflows.