Workflows

Automate your customer journey, point your team to the highest priority work, and maintain good CRM hygiene.

What you will learn

  • Workflow builder
    Design and publish workflows in an easy-to-use drag-and-drop editor.

  • Workflow blocks
    Trigger, logic, action and AI blocks give you tools to automate routine tasks, point your team to the highest priority work, and maintain good CRM hygiene.

  • Template workflows
    Get inspired by through two example workflows - a simple workflow for onboarding new customers and more complex one alerting teams about customers at risk of churn.

Related articles

Getting started with workflows
Understand the basics and start building a workflow.
Create a workflow
Learn how to navigate and build workflows.
Workflows block library
Understand the building blocks that power workflows.
Manage workflows
Learn how to manage workflows.
Troubleshooting workflows
Learn how to troubleshoot your workflows.
Automations billing
Learn how automations credits are consumed and billed.
Slack integration
Connect a Slack workspace to Attio and set up automated notifications.
Outreach integration
Sync and automate your Outreach email sequences with Attio.
Typeform integration
Use Typeform responses in Attio workflows.
Mixmax integration
Sync Mixmax with Attio to automate your email sequences.
Mailchimp integration
Automate adding people to Mailchimp email campaigns from Attio.