1. To get started, click on "Automations".
2. Now, you can choose between Sequences and Workflows. Let's proceed with Sequences.
3. Once that's done, click on "New sequence".
4. Now add a subject and body to the mail sequence. You can choose from templates or start from scratch.
5. Next, you can edit the sequence details like Sequence name, description, delivery time, and other settings here.
6. You can attach files, use variables, and also generate the content using AI.
7. You add more steps to the sequence using this button.
8. You can add recipients and manage other settings for the automation here.
9. Once done, click on publish sequence. Make sure you enable the sequence after you publish it.
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FAQs
What are automations in Attio?
Automations in Attio are workflows or sequences that help streamline repetitive tasks like sending emails, updating records, or triggering actions automatically, saving time and improving consistency in managing your contacts and outreach.
How do I start creating an automation in Attio?
Begin by clicking the "Automations" tab in Attio. From there, choose whether to create a Sequence or Workflow, then follow the setup steps like adding email content, recipients, and configuring settings to build your automation.
What is the difference between Sequences and Workflows in Attio?
Sequences focus on sending automated email steps to contacts, while Workflows allow for broader automation including triggers across different actions in Attio, like updating records, assigning tasks, or integrating with other tools.
Can I use email templates in automations?
Yes, Attio allows you to choose from pre-built email templates or create your own custom email copy when setting up sequences, helping to maintain consistent messaging and save time during outreach campaigns.
Is it possible to personalize emails within automations?
Absolutely. You can use variables such as contact names or company details in your email sequences to personalize messages dynamically, making your outreach more relevant and engaging to recipients.
How do I add multiple steps to a sequence?
When creating a sequence, click on the “Add step” button to include additional emails or actions. This lets you design multi-step campaigns with follow-ups and conditional delays between each step.
Can I attach files to emails in an automation sequence?
Yes, Attio allows attaching files directly within the email steps of a sequence. This is useful for sharing documents, proposals, or other resources alongside your automated outreach.
How do I activate or publish my automation sequence?
Once your sequence is complete, click the “Publish sequence” button. After publishing, ensure you toggle the sequence to “Enabled” so it can start running and sending emails automatically to your recipients.
Is AI content generation available for automation emails in Attio?
Yes, Attio includes AI-powered content generation features that help you draft email subject lines and bodies, speeding up email creation while maintaining quality and relevance in your automated sequences.
How can I manage recipients for my automation sequences?
You can add and manage recipients directly within the automation settings, selecting contacts or lists to target. This enables precise audience targeting for each email sequence or workflow you build in Attio.