Automate Account Fit Scoring with Attio + Clay | CRM Enrichment | GTM Walkthrough

Want to automate your B2B account qualification process? Here's how I built a multi-agent AI system that helps assess account fit using modular research bots. 🔧 Video Breakdown: 00:00 Introduction to Enriching and Scoring Accounts in CRM 00:14 Implementing Attio CRM at Workflow Company 00:46 General Workflow for New Accounts 01:14 Assessing Fit for New Accounts 01:39 Key Attributes for Evaluation 03:30 Modular Approach to Research Agents 05:50 Evaluation and Scoring System 07:24 Final Steps and Automation 07:47 Conclusion and Next Steps I've created a system using 5 AI agent, each handling a specific research task: 1. Company overview analysis 2. B2B market verification 3. Geographic market assessment 4. Company size evaluation 5. VC funding research The beauty of this modular approach? Easy iteration and flexibility as your ICP evolves. A master evaluation agent then synthesizes all findings into a comprehensive fit score with detailed rationale. 💡 The entire workflow runs through an integration between Attio and Clay, making it seamless and scalable. — 👋 About Me: I'm Joe, exploring GTM engineering through practical examples. I build workflows that help teams work more efficiently with AI tools. 🎯 Subscribe for more GTM engineering walkthroughs! 💬 Question: What aspects of your account qualification process would you like to automate? Share below! 🔗 Let's Connect: LinkedIn: https://wfco.co/team/joe Website: https://wfco.co #salesautomation #revops #gotomarket #attio #clayworkflow #aiworkflow #gotomarketstrategy