AI agents
Your CRM runs itself
We build AI agents that live inside your Attio workspace. They clean your pipeline, read your call recordings, prep your meetings, and turn every call into follow-up tasks. You review and approve. The busywork disappears.
Agents are included in the 7-day sprint, or available as standalone builds.
Book a callThe six agents
Pipeline hygiene
Daily scheduleEvery night the agent sweeps your open deals. It runs a dedup pass and flags merge candidates for human review, moves stages that no longer match real activity, and creates a task for any deal that has gone quiet. Your pipeline stays accurate without anyone doing CRM admin.
Deal stages that reflect reality. No duplicates. No stale deals sitting in one stage for six months.
Deal focus
Weekly schedule, MondayThe agent reads the call recordings and emails on every open deal, looks for risk signals like unresolved objections, a decision-maker going quiet, competitor mentions, or timeline slippage, scores each deal red, yellow, or green, and writes its reasoning to the record. Monday morning it sends the five deals to focus on this week, with a specific action for each.
A forecast you can trust. The deals about to slip surface before they do. Every call actually gets read.
Meeting prep
Daily schedule, eveningThe evening before, the agent reads tomorrow's calendar, links each meeting to its Attio record, and writes a prep brief: deal snapshot, recent context, flags, talking points, agenda, and the outcome to aim for. It lands as a Slack DM to the owner and a note on the record.
Every meeting prepped, every night, without anyone forgetting. Walk in knowing the deal cold.
Post-call action items
Per call, event-triggeredWhen a call recording finishes, the agent reads the transcript, finds the right deal or company record, pulls out every concrete commitment made on the call, and creates owner-tagged Attio tasks due in three days. It writes a recap note with the TL;DR, decisions, commitments, and next steps.
Nothing said on a call falls through the cracks. The follow-up list builds itself.
Sales coaching
Weekly scheduleEach week the agent compares every rep's calls against your playbook and your closed-won patterns. It writes one page per rep covering what worked, what to try next, playbook adherence, and the top three actions. Each rep gets their page as a DM. The manager gets an anonymized team rollup.
Gong-style coaching without the Gong bill. Framed as coaching, never surveillance. No rep ranking.
Content mining
Weekly schedule, FridayThe agent reads your call transcripts and extracts content seeds: pain quotes, objections, before-and-after stories, customer vocabulary, and new use cases. Each seed becomes a row in a Notion backlog, tagged by format. Friday morning it posts the top five to Slack, ready to write.
A content backlog that fills itself from real customer language. The team never writes from a blank page.
How we build them
We scope the agents
During the project we identify which agents have the highest impact for your specific workflow. Most teams start with pipeline hygiene and deal focus, then add the agents that match how their team works.
We wire them up
Each agent ships as a Claude Code skill installed on your Claude Code. We connect it to Attio through the Attio MCP and to the tools it needs, like Notion, Slack, Gmail, and Calendar, then set the schedule with /schedule. There is no server to host and no API key to manage.
You review outputs
Agents never take irreversible actions without a human step. Mass updates, merges, and sent messages go through an approval step before they execute.
We tune them after handoff
The 7-day sprint includes a 30-day tuneup period where we adjust agent behavior as your process reveals edge cases. The ongoing manager keeps them sharp after that.
What this replaces
Most teams have someone who does the CRM admin manually: chasing reps to update stages, cleaning duplicate records, compiling pipeline updates for leadership, writing follow-ups from call notes.
That work costs $2-5k a month of human time, runs inconsistently, and does not scale.
The agents do the same work on a schedule. They run on your existing Claude Code subscription, so there is no separate AI bill and no per-token cost. The human stays in the loop for anything irreversible. The rest runs automatically.
FAQ
What does it actually cost to run an agent?
The agents run as skills on your own Claude Code subscription, so there is no separate runtime to pay for and no usage-based bill from us. The cost is the one-time build, plus an optional monthly retainer if you want us watching and tuning the agents.
Do agents need a separate AI subscription?
No separate Anthropic API key and no hosted service. Each agent is a Claude Code skill that runs on your own Claude Code subscription, triggered by /schedule or by a call event. You own the runtime, the data, and the schedule. If we disappear tomorrow, the agents keep running.
What can agents do in Attio?
Read and write records, create tasks and notes, update fields, search emails, meetings, and call recordings. They cannot create new attributes or objects, and they cannot delete records. Those actions stay with a human.
How many agents are included in the sprint?
Six agents, scoped to your specific use cases. We identify them on days 1-2 and build on days 3-5.
Can we add agents after the build?
Yes. Additional agents can be scoped and built as standalone projects, or through the ongoing manager if you want a monthly engagement.
What if our process changes and the agents break?
The sprint includes a 30-day tuneup for exactly this reason. For longer-term coverage, the ongoing manager includes tuning as part of the monthly engagement.
Ready when you are.
Two ways in. Pick the friction that fits.