CRM Templates library

Workflow automation templates.

Unsure how to make the most of Attio's Workflows? Get started with our library of pre-made templates.

Sales

Round-robin tasks outreach

Efficiently reach out to your closed-won deals by using round-robin tasks.

Add closed deals to MixMax with AI and Slack

Elevate your sales strategy with this AI-powered triage template and seamlessly integrate with MixMax for timely engagement with won deals.

Won deal summary

Set up a workflow that uses AI to outline your won deal and provide insight on what works in your sales strategy.

Customer renewal date autofill

Fill in customer renewal dates without fault to keep your Customer Success List up to date.

Create a reminder to set an Projected Close Date for a deal to monitor the progress of your Sales pipeline.

Create a reminder to set an Estimated Contract Value for a deal to monitor the progress of your Sales pipeline.

Lost deal summary

Set up a workflow that uses AI to sum up your lost deal for better insight.

ECV and PCD reminder

Create a reminder to set an Estimated Contract Value and a Projected Close Date for a deal to monitor the progress of your Sales pipeline.

Lost deal reason reminder

Set up an automated reminder that prompts you to give an explanation for a lost deal to help with reporting.

Won deal Slack message

Instantly send an automated Slack message to your team when a deal is won.

Won deal notification

Notify and celebrate your won deals instantly with your team across your workspace.

Pass won deals to Customer Success

Seamlessly pass all won deals to your Customer Success team for effective activation.

Product-led growth

Instantly send an automated Slack message to your team when an account’s MRR has changed.

Create an automatic task assignment system to make sure you reach out to customers who have just churned.

Seat count watcher

Get Slack updates on your workspace seat changes to gain insight about how users engage with your product.

Product-led sales

Create ‘Add to MixMax’ button

Connect a chosen record to your MixMax sequence with an added command button.

Plan exceeded tracker

Set up a task generator that prompts you to contact the customers who have exceeded their plan seat limit.

Revenue operations

Automate your MQL scoring process to enhance sales efficiency and prioritize effectively.

Auto-calculate your customer’s projected LTV for an effective long-term revenue forecast.

Create a workflow that calculates and fills in your customers’ projected ARR.

Product package change monitor

Create automatic Slack messages that outline your customers’ product package changes to get insight on your customer preferences.

Subscription change monitor

Create automatic Slack messages that outline your customers’ subscription changes to to keep you up to date with your upgrades, downgrades, and churn.