Webinar · with Attio
Custom Agents for Modern Revenue Teams
Three workflows built end to end inside Attio, with no external tooling. Recorded live in August 2026. 29 minutes, and the prompt pack below has every workflow copy-paste ready.
What we built
Three agents, running inside the CRM
Identifying and actioning stale deals
A recurring schedule finds every deal with no stage movement in 14 days, then an agent reads the deal notes and writes a specific next step for the owner. Not "follow up", but what to say and why.
Generating pre-meeting battlecards
Before a call, an agent researches the company online for funding, exec changes and competitor mentions, folds that into the CRM context, and posts a brief into Slack.
Capturing closed-lost reasons automatically
When a deal is marked lost, an agent reads the notes, extracts the real reason and the competitor if there was one, writes it back to the record and appends a row to a reporting sheet.
Jump to
- 0:00 Welcome
- 2:15 Custom Agents for Modern Revenue Teams
- 5:00 Get the prompt pack
- 7:30 Workflow 1: finding and actioning stale deals
- 11:30 What the stale-deal agent actually writes
- 14:00 Workflow 2: pre-meeting battlecards into Slack
- 19:30 Workflow 3: capturing closed-lost reasons
- 23:30 Logging lost reasons to Google Sheets
- 25:30 Q&A
Want these running in your workspace?
The workflows in this session are the unglamorous half of AI in a CRM: they only work when the schema underneath them is clean. That is the part we build.
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