Let the systems do the heavy lifting
If your team is still spending hours on repetitive tasks, you're doing more work than you need to.
We help teams automate their go-to-market workflows from lead routing and follow-ups to usage-based alerts, multi-channel outreach, enrichment, deal tracking and onboarding.
We also integrate Attio with the rest of your tools like Slack, Notion, Clay, Google Sheets, and more so everything stays in sync.
The Automation Tools We Work With
Have another stack? We can likely work with that too.
Common Automation Examples
Lead Management & Routing
Auto-assign leads based on geography, source, or criteria and ensure the right follow-up always happens.
CRM Workflow Automations
From deal stage updates to task reminders, we’ll set up automations that make your CRM feel like a second brain.
Lead Management & Routing
Sync data between tools to create one single source of truth and avoid manual entry.
Lead Management & Routing
Automate onboarding sequences, renewals, check-ins.
Why Automate With Us
We don’t just speak tech, we understand the workflows behind the tools. With a background in sales and RevOps, we design systems that feel natural to both technical and non-technical team members alike. Each automation is scoped with intention, built to scale, and documented clearly so your team always knows what’s happening and why.
Automation & Integration Setup
We’ll build and configure your custom workflows or integrations using tools like n8n, Zapier and more.
Testing & Quality Assurance
We’ll thoroughly test your workflows to make sure everything runs smoothly and data flows exactly as expected.
Post-Launch Support
Every automation setup includes a brief support window after launch to monitor performance, address edge cases, and make any necessary refinements.
