Attio Workflow: How to Automate Deal Follow Ups скачать в хорошем качестве

Attio Workflow: How to Automate Deal Follow Ups

In this tutorial, I walk through how we automate our deal follow-up process at dialed technologies using Attio workflows. Learn how to build a 3-tier follow-up system that keeps deals moving without being too pushy. What You'll Learn: How to set up automated follow-up reminders in Attio Building a 3-stage follow-up cadence (6 days → 9 days → close) Creating helper workflows to handle business days (no weekend follow-ups) Using tasks to assign follow-ups to deal owners Structuring your pipeline stages and custom fields The System: First follow-up: Gentle inbox bump at 6 business days Second follow-up: Interest check at 9 business days Third follow-up: Final outreach before moving deal to lost This workflow runs automatically Monday-Friday at 10am, with a Saturday helper workflow to adjust dates around weekends. Perfect for consultancies, agencies, and sales teams who want to stay on top of their pipeline without manual tracking. Timestamps: 0:00 - Introduction 0:55 - Pipeline setup in Attio 1:36 - Saturday helper workflow 2:40 - Main follow-up workflow 4:08 - How it works in practice 5:37 - Tasks and deal reviews Need help setting this up in your Attio workspace? Visit us at dialed.tech or drop a comment below! For the Algo: #Attio #CRMAutomation #SalesAutomation #DealFlow #WorkflowAutomation