What does this Attio automation do?
A named agent scores each new record and writes the reasoning to Attio as a note.
What can you do with it?
- Rank new records the moment they land
- Keep the score on the record
- Spend time on the best accounts first
The Steps
This automation runs in 3 steps:
- When Attio: Record Created
- Then Taskade AI: Ask an agent ("Record Scorer")
- Then Attio: Create Note
What makes this different from a Zapier-style flow?
The "Record Scorer" step is not a one-off model call. It is a Taskade AI agent that knows your ideal customer profile and deal sizes, remembers which scored records became customers, 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 sales teams on Attio. A named agent scores each new record and writes the reasoning to Attio as a note.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Record Created" from Attio.
- Add the action "Ask an agent" from Taskade AI. Point it at an agent called "Record Scorer".
- Add the action "Create Note" from Attio.
- 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.