# Workflows > Attio Workflows orchestrates revenue agents across every account in your CRM. Describe a play in a sentence, and Attio assembles a workflow of AI agents — research, scoring, routing, briefing, follow-up — that runs on any trigger, over Universal Context, the deepest context layer in agentic CRM. Agents run alongside your team, inherit your permissions, and every run is on the record. ## What is Attio Workflows? Workflows is Attio's agent orchestration layer. It combines three things: - **Agents** — pre-built revenue agents, run by Attio, for every job in the revenue cycle - **Automation** — triggers, branches, loops, fallbacks, and custom code to model real business logic - **Universal Context™** — the unified intelligence layer that gives agents genuine business context before they act The result: your best plays, run on every account, every time — not just the accounts a rep gets to. ## Customer Quotes - "Before every meeting, Attio centralizes, summarizes, and surfaces everything I need to know to give a great first impression or close the deal." — Ian Ahuja, Head of Sales & Partnerships, Lightdash ## Agent Library Agents for every job in revenue, run by Attio: | Agent | What it does | | --- | --- | | Web Agent | Researches accounts for the latest on the web | | Enrichment Agent | Adds signals and preps them for the team to act on | | Scoring Agent | Assigns fit to leads based on your ICP criteria | | Routing Agent | Routes every lead to the right rep or channel | | Prospecting Agent | Finds your next best customers before you have to ask | | Outbound Agent | Drafts and sends personalized sequences to target accounts | | Briefing Agent | Hands reps a full brief of what to know before their call | | Follow-Up Agent | Recaps every call, updates the deal, drafts the next move | | Coaching Agent | Reviews every call from your reps and flags the coaching moments | | Win/Loss Agent | Pulls the patterns from every win and every loss | | Pipeline Review Agent | Creates a view of pipeline to report for sales leadership | | Onboarding Agent | Walks every customer to first value, milestone by milestone | | Onboarding Prep | Creates a concise brief to prep for a customer onboarding call | | Churn Risk Agent | Spots accounts cooling off and drafts the save play | | Expansion Agent | Spots upsell signals and queues the play for the team to run | Agents work in concert on a single deal — enrichment, then research, then scoring, then routing, then briefing — so a rep picks up the deal already qualified, routed, and briefed. ## How It Works ### From idea to live agent, before your next meeting 1. **Say it in a sentence.** Describe the goal in plain language. Attio assembles the workflow for you to approve. 2. **Test it block by block.** Validate each step before it touches live data. 3. **Ship it.** Run once, or a million times. ### Example: when a new deal is created - **Trigger:** a new deal record is created - **Web Agent:** enriches the record with web research - **Custom Agent:** scores the lead and routes it to the right AE - **Branch A:** add to Enterprise target list, route to Enterprise, draft outreach - **Branch B:** add to SMB target list, route to SMB, draft outreach ## Universal Context™ ### The context layer behind every agent - The deepest context in agentic CRM, so your agents make better calls - **Always online** — agents act right now, not next week - **Made for agents** — engineered so agents find, reason, and act - **Patterns, not flares** — agents read the trend, not the noise - **Wired into your stack** — agents reach Notion, Linear, Fin and more ## Triggers & Logic ### Built for the long run - **Trigger from any signal** — record changes, schedules, webhooks, manual runs - **Loops, branches, fallbacks** — model the messy logic your business actually needs, including with code - **Build your own blocks** — drop in custom JavaScript, ship with the Attio App SDK, or connect MCP servers - **Replay any run** — rerun a single run without redoing the rest ## Trust & Governance ### Trust by default - **Assigned user permissions** — workflows inherit the permissions of whoever you assign them to - **Every run, on the record** — open any run and see what each agent read, decided, and did - **Pause anything, rerun anything** — pause at any point; rerun a single run without redoing the rest - **Approval before launch** — Attio drafts the workflow, you approve it ## Use Cases ### Sales - Enrich, score, and route every inbound lead the moment it lands, with outreach drafted - Hand every rep a full pre-call brief before every meeting - Recap every call, update the deal, and draft the next move automatically - Draft and send personalized outbound sequences to target accounts - Flag coaching moments from recorded calls for every rep ### Customer Success - Walk every new customer to first value, milestone by milestone - Prep onboarding calls with a concise brief - Spot accounts cooling off and draft the save play before renewal - Spot upsell signals and queue the expansion play for the team to run ### Revenue Operations & Leadership - Build a pipeline view and report it to sales leadership on a schedule - Pull patterns from every win and every loss across the whole funnel - Standardize routing rules and ICP scoring so every lead is handled the same way - Run the same play across every account, not just the ones reps reach ## Common Questions **What is the difference between Workflows and automations in Attio?** Workflows are agent-native: alongside deterministic steps (triggers, branches, loops, fallbacks), you can drop in Attio agents that research, reason, and draft. Every step runs over Universal Context and is fully traceable. **Do agents act on their own?** You choose. Agents can draft and queue work for a human to send, or run end to end. Workflows inherit the permissions of the user they're assigned to, can be paused at any time, and every run is auditable. **Can I build my own agent or step?** Yes. Build custom blocks with JavaScript, ship them with the Attio App SDK, or connect MCP servers. Custom agents can be defined for tasks specific to your business. **What can trigger a workflow?** Record changes, schedules, webhooks, and manual runs. **Which tools do agents reach?** Agents work across Attio data and connected tools, including Notion, Linear, and Fin, plus any source connected via apps, the API, or MCP. ## Getting Started - Start for free - Workflows product page - Help center - Developer docs and App SDK ## Related pages - AI-powered features - Automations & workflows - Data structure & syncing - Developer platform - Complete platform overview