How to Build Attio Workflows: Deal Stage Automation Step by Step

💡Try Attio and get 10% off your first year: attio.com/?r=f9Lky-uKCEFHEbVe Not sure how to build an Attio workflow that runs the way you expect? I build the same deal stage workflow for clients more than any other, and I walk through it step by step in this video, starting with the five questions I ask before building anything. Then I build two versions live: a Slack notification when a deal is won, and a follow-up task for deals that stall in a stage. I also break a workflow on purpose so you can see what a failed run looks like, how to find the step that failed, and how to fix it and retry. ⏱️ CHAPTERS 00:00 – 5 Questions to Ask Before Building Any Workflow 02:35 – Build a Slack Notification When a Deal Is Won 06:00 – Build a Follow-Up Task for Stalled Deals 09:54 – Checking Workflow Runs and Credits Used 11:39 – Breaking a Workflow on Purpose: Errors and Retries 13:14 – Recap: Filters, Switch Blocks, and Testing ✅ Need help setting up Attio for your team? Book an intro call: https://cal.com/kaylacampos/30min 💡Try Attio and get 10% off your first year: attio.com/?r=f9Lky-uKCEFHEbVe