The challenge
After each sales call, the team manually wrote notes and drafted follow-ups, while preparing for upcoming calls from scratch. Intro calls had a high no-show rate. Revenue data lived in Sequence, so Attio could not show true ARR by account. Missing key data points also made it difficult to trust the information in Attio.
What we built
- Fireflies to Attio post-call workflow: logs calls to the right record and uses the Claude API to generate a ready-to-send follow-up as a Gmail draft.
- Daily pre-meeting briefs: pulls that day’s sales calls and prepares an AI-generated brief for each meeting, including relevant context, key insights, and suggested questions.
- Intro call reminders: an n8n and Gmail workflow emails prospects 24 hours before their intro call.
- Sequence to Attio ARR sync: sends new changes by webhook and backfills historical accounts.
- Attio workflows: reduce manual entry and automatically update attributes used in key reports.
Outcomes
- Every sales call has notes logged in Attio and a personalized follow-up drafted in Gmail for review and sending.
- The team receives an AI-prepared brief before sales calls instead of preparing from scratch.
- Intro-call prospects receive an automatic reminder the day before their meeting.
- ARR data is available in Attio for past and present accounts, giving the team a more dependable revenue view in the CRM.
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