What You'll Learn

Get a high-level understanding of Attio's workflow automation engine. Learn the trigger types, action blocks, conditional logic, and integration patterns that power automated go-to-market operations.

Why This Matters

• Automation Foundation: Understand the building blocks before building complex workflows
• Integration Ready: Connect Attio to Clay, AirOps, and other GTM tools
• Manual + Automatic: Combine triggered automations with on-demand record commands

Key Steps Covered

• Trigger Types – Webhook received, record created/updated, manual invocation, record commands
• Action Blocks – Create/update records, sequences, tasks, notes
• Conditional Logic – Filters, if/else, switch statements for routing
• HTTP Requests – Send data to external tools and receive responses

Tools & Integrations

• Attio: Native workflow builder
• External Tools: Clay, AirOps, custom servers via webhooks
• Slack: Notification integration

Common Questions

Q: What's the difference between a filter and if/else? A: Filters stop the workflow entirely if conditions aren't met—useful for ICP gating. If/else allows branching to different actions based on conditions without stopping the flow.

Q: When would you use delay blocks? A: When subsequent actions depend on previous steps completing. For example, wait 10 seconds after deal creation before creating a note on that deal—gives the system time to fully create the record.