2 min read
Unlock sales potential with Workflows
Alice Chen Marketing Specialist
Sales reps spend only about a third of their day on actual selling. The rest goes to research, admin, CRM updates, and the context-switching that comes with running deals. The right workflows take most of that work off them.
Below are five sales workflows worth running in Attio, each paired with an Ask Attio prompt you can drop in to set it up.
Before you start
These workflows are only as good as the context they read. Make sure your Attio workspace has your CRM, calendar, email, and the rest of your sales stack connected before wiring them up.
Personalized outbound at scale
Researching a target account and writing a personalized opener takes a good AE 20 minutes. They'll do it for the ten accounts that matter most, then default to templates for everyone else. An agent can do the personalized version for the whole list.
For every account in our 'Target accounts' list that doesn't have an outreach task yet, look up the company's recent news, draft a one-paragraph opener that references it, and create a task for the assigned AE with the opener attached.
MQL scoring and routing
When an MQL comes in, every hour costs you. The original article used Estimated ARR as the lone scoring metric; in practice, the signals are richer (company size, industry, recent activity, intent data). An agent can read all of them, score the lead, and route to the right rep before the rep ever sees it.
When a new lead is marked as MQL in our CRM, assign it to an AE based on the lead's company size and industry, and post the lead's name, company, score, and assigned AE to the #mql-routing Slack channel.
Stalled deal re-engagement
Most deals that go cold could be saved with a well-timed nudge. The hard part isn't writing the nudge — it's noticing the deal went cold in the first place, on the right day, across a pipeline with dozens of deals. An agent watches every deal in your pipeline so no slip goes unnoticed.
Every Monday morning, find deals in our pipeline that haven't had any activity in the past 14 days. For each, create a task for the assigned AE with a one-paragraph re-engagement email drafted in the task description.
Renewal prep briefs
A good renewal conversation depends on knowing where the relationship actually is — what they've used, who's championing, what they've said. Most AMs build that brief by hand the day before. An agent can have it waiting in their inbox the morning the renewal window opens.
For every customer with a renewal date in the next 30 days, compile a brief as a new note on the account: current MRR, last meeting date, key stakeholders, and recent support tickets. Assign a task to the AM to review.
Pipeline review prep
The weekly pipeline review meeting is half meeting, half data preparation. The data part runs the same way every Monday morning, manually, by whoever's running the meeting. An agent can prepare the entire pipeline summary overnight so the meeting is just the meeting.
Every Sunday evening, generate a summary of deals that moved stages this week — with deal names, old stage, new stage, value, and assigned AE — and post it to the #sales-leadership Slack channel.
Beyond the five
These five are some of the highest-leverage moments to put agents on in a sales motion, but they're a starting point. With Custom Agents, MCP, and Ask Attio, any signal-to-action play your sales team needs can become a workflow that runs alongside them.