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.
Workflows
Automate your customer journey, point your team to the highest priority work, and maintain good CRM hygiene.
What we’ll be covering
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.
Workflows billing
Learn how credits are consumed and billed for workflow automations.
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 with our integration.
Mixmax integration
Sync Mixmax with Attio to automate your email sequences.
Mailchimp integration
Automate adding people to Mailchimp email campaigns from Attio.