5. Deal Stage No Reply (>5d) Follow-up Email

Description:

This automation tracks deal progress in Attio, ensuring timely responses by creating email drafts for deals stuck in specific stages for over five days. It integrates various Zapier tools to maintain efficient follow-up and sales pipeline management.

Owner: Alex @ Workingmono

Last Updated:

04/04/2025⁠

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1. Overview

This Zap operates by monitoring updated deal records in Attio. If a deal remains in Replied, High potential follow-up and Customer Evaluation stage for more than five days, it prompts action by preparing a communication draft and notifying relevant team members.

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2. Trigger

App / Event: Attio - Record Updated

Details / Filters:

Triggered when a deal's stage attribute is updated.

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3. High-Level Steps

Trigger (Attio): Activated by an update to a deal's stage.

Filter by Zapier: Continues only if the stage is "Replied," "High potential follow-up," or "Customer evaluation."

Delay by Zapier: Delays the Zap for 5 days to assess if the deal stage remains unchanged.

Looping by Zapier: Loops through associated people records if multiple individuals are linked to the deal.

Find Record in Attio: Finds the record using the associated person's ID.

Formatter by Zapier, Date and Time: Formats and fetches the current date and time.

Formatter in Zapier, Compare Dates: Compares the last interaction date with the current date.

Filter by Zapier: Only progresses if more than 4 days have passed since the last interaction.

Gmail, Find Email: Searches for the email using a Gmail search string.

Gmail, Create Draft Reply: Prepares a draft email using the thread ID, primary email, and the recipient's first name.

Slack, Direct Message: Alerts the team that a draft email is ready for a deal requiring follow-up.

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4. Output / Results

Automatically creates an email draft and sends a Slack notification for deals not progressed within five days or more.

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5. Notes / Considerations

Ensure that the initial trigger conditions are accurately set in Attio. Verify all filters and date comparisons to maintain workflow efficiency and relevance.

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6. Links

Zap Link:

https://zapier.com/editor/281879379/published⁠

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7. Changelog

Date

Changed By

Summary of Changes

07/04/2025

Working Mono

Created initial documentation for the Deal Stage No Reply (>5d) Follow-up Email Zap.

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