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Automations.

AI automations we build and run inside our customers’ own Attio workspaces. Each runs on their Claude subscription, with a human reviewing every draft before anything goes out.

Short answer

These are real automations running in production, not demos. Each one lives in the customer’s own Attio workspace and runs on their own Claude subscription, with no separate model API key and no extra infrastructure. Every finding is sourced and nothing is sent automatically: the agents draft, a human reviews and sends.

Industry
Trigger

Research & enrichment

Insurance · Weekly, per insurer record (Mondays)

Insurer enrichment

Every insurer record refreshed weekly with sourced leadership, financial, and motor-portfolio intelligence.

Claude CoWorkAttioAPIFYLushaWeb search
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Pipeline & relationships

Insurance · Weekly, high-value insurer contacts

Champion-move alert

Catches when a claims director or referral approver changes jobs, and drafts the response before the account goes cold.

Claude CoWorkAttioAPIFYLusha
Read how it works →

Lifecycle & follow-up

Insurance · On registration-status change (per event edition)

Event follow-up sequencing

Routes every event registrant, no-show, and attendee into the right follow-up track and drafts the touchpoints.

Claude CoWorkAttio
Read how it works →

Ready when you are.

Two ways in. Pick the friction that fits.

High intentBook a 30-min callWalk through your current setup, your pain points, and which package fits. Honest answer either way.Book a call →Low intentRequest a free 48-hour auditNo call, no pitch. We send a written review of your workspace with the three biggest fixes, plus a short Loom.Request the audit →