Automated Attio Record Enrichment and Routing
Whenever a person or company record is created in Attio, WebRun fills in the attributes that were left empty, checks Gmail for any existing thread with that company, sets the record owner from your routing rules, adds it to the right list, drafts a first email for the rep, and posts the handover to Slack.
How do I automatically enrich and assign new CRM records?
The moment a person or company record is created in Attio, WebRun fills in the missing attributes, checks Gmail for any existing thread with that domain, assigns the record owner from your routing rules, adds it to the right list, drafts a first email for the rep, and posts the handover to Slack.
- First contact happens the same day instead of after a cleanup pass
- Every new record arrives owned, linked to its company, and on the right list
- The rep opens a drafted email that already references earlier conversations
Built for B2B sales teams · revenue operations · startup founders · agencies
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.attio.comin a real browser with your saved login - no setup, no API keys. -
1
Attio - complete and assign the record
attio.com
WebRun opens Attio to complete and assign the record. - Open the new person or company record in Attio as soon as it appears
- Fill the empty attributes you have asked for, such as company, role, location, and source
- Link the person to the matching company record, or create the company record if it is missing
- Set the record owner using your routing rules, by territory, source, or round robin
- Add the record to the list it belongs on and note anything you could not fill so a human can
Done when The new record has its attributes filled, a linked company, an owner, and a list.
-
2
Gmail - check history and draft the first email
gmail.com
WebRun opens Gmail to check history and draft the first email. - Search the shared mailbox for earlier threads with that person or their company domain
- Note who at your company already spoke to them and when, and write it back onto the Attio record
- Draft a short first email for the record owner to send, referencing anything already discussed
- Leave the message in Drafts. WebRun never sends an email to a contact on its own
Done when Prior contact history is on the record and a first email sits in Drafts for the owner.
-
3
Slack - hand it to the rep
slack.com
WebRun opens Slack to hand it to the rep. - Post the handover to your sales channel with the owner @-mentioned
- Include the company, the source, and one line on any earlier contact found in Gmail
- Link straight to the Attio record and to the waiting Gmail draft
- Flag records where an attribute could not be filled so someone finishes the job
Done when The assigned rep has the record, the history, and the draft waiting in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it email the new contact?
No. WebRun writes the first email into Gmail Drafts and leaves it there. The assigned rep reads it, edits it, and sends it, so nothing reaches a prospect without a person behind it.
How does it decide who owns the record?
From the routing rules you set in plain language: by territory, by lead source, by company size, or round robin. WebRun writes the owner onto the Attio record and names them in Slack.
What if it cannot fill an attribute?
It leaves the field empty rather than guessing, and flags it in the Slack handover. Nothing invented ever lands on a CRM record.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.