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Example routine

Attio CRM hygiene review

Review an Attio list for stale records, missing attributes, and likely duplicates.

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Suggested rhythm

Weekly

0 9 * * 1

America/Los_Angeles

Expected result

A weekly CRM-hygiene queue with stale and incomplete records, likely duplicates, cited evidence, and proposed owners.

Built for

RevOps · Sales

Works with

  • Attio

What the routine does

Read the Attio list {{attioList}} and the records, attributes, and notes it holds. Flag records with no activity in the last {{stalenessDays}} days, missing owners or key attributes, and companies or people that look like duplicates. Cite the record behind each finding, propose an owner and next action for each, and never create, update, merge, or delete any Attio record.

Inputs

  • Attio list{{attioList}}

    The Attio list to review.

    Example: Sales pipeline

  • Staleness window (days){{stalenessDays}}

    Days without activity before a record counts as stale.

    Example: 14

Required MCP capabilities

  • Read lists and records
  • Read attributes
  • Read notes

Permission boundary

Connections do not grant blanket access. Discover the MCP tools, enable only the capabilities this responsibility needs, and give write-like actions a separate automatic-execution confirmation.

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