Granola x Workingmono Automations

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Granola x Workingmono 2.0 Documentation

7. First Sales Email Sent to Attio Lead Stage > Replied Stage or High Potential Stage

Description:

This automation monitors outbound Gmail threads for replies to sales inquiries and updates the associated deal stage in Attio based on the company size. It ensures timely and accurate progression of leads through the pipeline.

Owner: Alex @ Workingmono

Last Updated: 10/04/2025

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1. Overview

This Zap identifies replies to outbound sales inquiries in Gmail. When a reply is detected, it locates the associated deal in Attio and updates the deal stage depending on the company size, automatically moving smaller companies to "Replied" and larger ones to "High Potential Follow-up." This enhances lead qualification and prioritization workflows.

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2. Trigger

App / Event: Gmail - New Email in Mailbox

Details / Filters:

Triggers automatically when a New Email in Inbox - Filter: Sent Mailbox

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3. High-Level Steps

Trigger (Gmail - New Email): Activates when a new email is detected in the Sent folder.

Filter by Zapier: Continues only if the Subject line contains "Re: Sales Inquiry".

Attio – Find Record (Deal): Searches for a Deal object in Attio using Associated People → Record ID or Email Address from the email to find the matching deal.

Filter by Zapier: Continues only if the Deal Stage is Lead.

Paths by Zapier: Splits the Zap into two conditional paths:

Path A: Replied Stage

Path B: High Potential Follow-up

Path A: Replied Stage

Condition: Proceeds if the Company Size (Option Title) from the Deal record is:

1-10

11-50

Attio – Update Record (Deal): Updates the Deal Stage to Replied.

Path B: High Potential Follow-up

Condition: Proceeds if the Company Size (Option Title) from the Deal record is:

51-200

201-1000

1000+

or contains "1000" in text.

Attio – Update Record (Deal): Updates the Deal Stage to High Potential Follow-up.

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4. Output / Results

Automates deal stage updates based on reply activity.

Prioritizes higher-value companies for follow-up.

Eliminates manual tagging and improves CRM accuracy.

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Notes / Considerations

Ensure consistent subject line formatting with "Re: Sales Inquiry" for the filter to work.

Make sure Attio’s Associated People attribute reliably links emails to the correct Deal.

Consider logging deal stage updates or notifying the sales team via Slack or email for visibility.

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6. Links

Zap Link:

https://zapier.com/editor/282058025/published⁠

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7. Changelog

Date

Changed By

Summary of Changes

10/04/2025

Working Mono

Created initial documentation for the First Sales Email Sent to Attio Lead Stage > Replied Stage or High Potential Stage Zap

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