Here's an overview of the workflow automation feature inside Attio, using our real instance at The Workflow Company to show examples of what we've set up for ourselves.

Here's an overview of the workflow automation feature inside Attio, using our real instance at The Workflow Company to show examples of what we've set up for ourselves.

I could probably make 30 more videos just on automation use cases inside a CRM, so it was a struggle to keep it high level.

The workflow I showed: Webflow form → Attio automation

> Webhook receives form data
> Parses JSON (think Excel columns but in code)
> Creates/updates person, company, and deal records
> Adds context notes with all the form details
> Posts to Slack for immediate notification

What I appreciate about Attio workflows:
✅ HTTP requests to connect with your entire tech stack
✅ Conditional logic for granular filtering
✅ Multiple trigger options (webhooks, record updates, manual commands) ✅ Click on any person/company and run a workflow on them

I use these workflows to stitch Attio with Webflow, Clay, AirOps, and my TypeScript server.

Planning to create more tactical examples in future videos. What specific workflow use cases would be helpful for you to see?

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