What does this Attio automation do?
A new calendar event looks up the attendee in Attio, and a named agent writes a prep task.
What can you do with it?
- Walk into calls with account context
- Use one briefing standard
- Keep the brief attached to an owned task
The Steps
This automation runs in 4 steps:
- When Google Calendar: New Event
- Then Attio: Find Record
- Then Taskade AI: Ask an agent ("Call Prep")
- Then Taskade: Add Task
What makes this different from a Zapier-style flow?
The "Call Prep" step is not a one-off model call. It is a Taskade AI agent that knows your accounts and standard discovery questions, remembers what came up in earlier calls, so every run builds on the last one instead of starting from an empty prompt.
A stateless "ask the model" step forgets everything the moment it returns. An agent keeps its knowledge and its memory between runs, carries its own tools, and can be handed work by your other automations.
Who is this automation for?
Built for founders and account managers with many calls. A new calendar event looks up the attendee in Attio, and a named agent writes a prep task.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Event" from Google Calendar.
- Add the action "Find Record" from Attio.
- Add the action "Ask an agent" from Taskade AI. Point it at an agent called "Call Prep".
- Add the action "Add Task" from Taskade.
- Connect your Attio account when prompted, then enable the toggle in the top-right corner.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps, and the agent for you.