Automate Workflows in Attio

Prerequisites

• Attio pipeline and contacts configured
• Attio MCP server connected
• n8n available for complex automations

Steps

1. Set up stage-change triggers. Use n8n with the Attio MCP to watch for deal stage changes. When a deal moves to "Meeting Booked," automatically create a task to prepare the meeting brief. When it moves to "Proposal Sent," set a 3-day follow-up reminder.

2. Auto-assign deals. Build an n8n workflow that routes new deals based on criteria: deals over $50K assigned to a senior rep, deals from inbound assigned to the inbound team, deals from specific industries assigned to the specialist. Update the Owner field on the deal via the Attio MCP automatically.

3. Create follow-up tasks. When a deal has no activity for 7 days, trigger an n8n workflow that creates a task in Attio: "Follow up on [Deal Name] — no activity for 7 days." Assign it to the deal owner.

4. Notify on key events. Set up n8n triggers for high-value events: deal closed won (notify the team), deal moved to Closed Lost (trigger a loss review task), new deal created over threshold value (alert leadership).

5. Sync contact status. When a contact's email bounces in Instantly or Smartlead, update their status in Attio to "Bounced" via n8n. This prevents you from including bad addresses in future campaigns.

6. Test your automations. Create a test deal and manually move it through each stage. Verify every trigger fires correctly and every task/notification appears as expected before going live.