Reconnect when a product champion changes jobs

Reconnect when a product champion changes jobs

Finds past champions who started at a new company, opens a deal there in Attio with a note on your history, and drafts outreach.

Set up the tools below, then run the steps in order for the user, carrying each step's results into the next. The run is done when the user has the outcome below.

Outcome

• An open Attio deal on each champion's new company, and a note on each new deal about the work you did together.
• A drafted LinkedIn message and email for each champion who moved.
• The list of moves, and of the champions Apollo could not match.

Inputs

Ask the user for these before you start.

• champion_list: past champions, each with a name, their previous company domain, a LinkedIn URL or old work email, and what you worked on together
• moved_within: how recent a move counts, e.g. 6 months
• deal_stage: the Attio deal stage new deals start in, e.g. Lead
• deal_owner: the email of the Attio workspace member who owns the new deals

Set up

Apollo (tool:apollo/enrich-person, tool:apollo/enrich-company)

Use the first option your agent supports.

Notes:

• Enrich a person: A match costs 1 credit, plus 8 for a mobile phone; no match costs nothing. Personal emails and phone numbers are off unless you set reveal_personal_emails or reveal_phone_number, and phone numbers arrive later at a webhook_url.
• Enrich a company: Costs 1 credit per company. To enrich up to 10 companies in one call, use bulk organization enrichment instead.

MCP (official, remote)

Add this server to your agent's MCP settings, then sign in when asked.

{ "mcpServers": { "apollo": { "url": "https://mcp.apollo.io/mcp" } } }

• Enrich a person: call the MCP tool apollo_people_match
• Enrich a company: call the MCP tool apollo_organizations_enrich

CLI (official)

Install the command and sign in with it, then confirm it runs.

brew install apolloio/apollo-io-cli/apollo-io-cli
apollo --version

• Enrich a person: run apollo people enrich
• Enrich a company: run apollo companies enrich

Attio (tool:attio/upsert-record, tool:attio/list-records, tool:attio/create-record, tool:attio/create-note)

Use the first option your agent supports.

Notes:

• Create or update a record: The matching_attribute must be a unique attribute. Deals have no unique attribute by default, so add one before upserting deals.
• Create a note: Needs the record's object as parent_object, such as people, and its parent_record_id. The title is plain text only.

MCP (official, remote)

Add this server to your agent's MCP settings, then sign in when asked.

{ "mcpServers": { "attio": { "url": "https://mcp.attio.com/mcp" } } }

• Create or update a record: call the MCP tool upsert-record
• List records: call the MCP tool list-records
• Create a record: call the MCP tool create-record
• Create a note: call the MCP tool create-note

API (official)

• Base URL: https://api.attio.com
• Create or update a record: PUT /v2/objects/{object}/records
• List records: POST /v2/objects/{object}/records/query
• Create a record: POST /v2/objects/{object}/records
• Create a note: POST /v2/notes
• Auth: send the header Authorization: Bearer $ATTIO_API_KEY
• Get a key: https://attio.com/help/reference/apps/generating-an-api-key

Before step 1, confirm access to each service with its cheapest read-only call, like a list or a search. Never send or change anything to test access.

Steps

1. Detect the move with Enrich a person (Apollo). Match each champion on their LinkedIn URL or old work email, else on name and previous domain. Keep the people whose current employer's domain differs from the previous one and who started there within moved_within, with their title, new company domain and work email.
2. Size the new company with Enrich a company (Apollo). For each new company domain, keep its name, employee count, industry and latest funding round.
3. Add them to the CRM with Create or update a record (Attio). Create or update each new company, matched on domains, then each champion, matched on email_addresses and linked to their new company. Keep both record IDs.
4. Check for open deals with List records (Attio). List the deals on each new company record. Keep the companies that have no open deal.
5. Open a deal with Create a record (Attio). For each company from step 4, create a deal named after the company and champion, at deal_stage, owned by deal_owner, with the company and the champion associated. Keep each deal's record ID.
6. Note the history with Create a note (Attio). Add a note to each new deal saying what you worked on together, from champion_list.
7. Write the outreach yourself. For each champion, draft a short LinkedIn message and a short email that congratulate them and name the work you did together. Show the drafts to the user.

Rules

• Use only the services set up above. The read-only calls they need, like listing ids or polling for results, are fine.
• Ask the user before anything that sends messages, costs money, or changes data, and say how many records it touches. One approval covers a batch the user has seen.
• Never print API keys.