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Enrich every new deal with firmographic context before the owner acts.

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Scaffold it

terse init acme-revenue --template new-deal-enrichment

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What it does

  1. Triggers on a new deal in Attio.
  2. Looks up company context via Apollo.
  3. Uses the model to summarize fit and recommend a next step.
  4. Writes the result back to Attio and posts a Slack alert.

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Core workflow

import { AttioRecordInputEvent, Terse, TerseAgent } from "terse-sdk"
import { Apollo, Attio, AttioList, Slack, SlackChannel } from "./terse.generated"

const client = new Terse()

await client.createWorkflow({
  name: "new-deal-enrichment",
  triggers: [Attio.onRecordCreated({ list: AttioList.Pipeline.NewDeals })],
  skills: [
    Attio.skill({ lists: [AttioList.Pipeline.NewDeals] }),
    Apollo.skill(),
    Slack.skill({ channel: SlackChannel.DealDesk }),
  ],
  onTrigger: async (event: AttioRecordInputEvent, agent: TerseAgent) => {
    const company = await agent.tools.apollo.enrichCompany({
      domain: event.record.values.company_domain,
    })

    const prompt = [
      "Summarize ICP fit, timing, and a next step.",
      `Company: ${event.record.values.company_name}`,
      `Industry: ${company.industry}`,
      `Employee count: ${company.employeeCount}`,
      `Revenue: ${company.estimatedRevenue}`,
      `Technologies: ${company.technologies.join(", ")}`,
    ].join("\n")

    const summary = await agent.runAndWait(prompt, event)

    await agent.tools.attio.updateRecord({
      list: AttioList.Pipeline.NewDeals,
      recordId: event.record.id,
      fields: { research_summary: summary, fit_score: company.score },
    })
  },
})

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Customize

  • Change the source list from AttioList.Pipeline.NewDeals to your own intake stage.
  • Add owner routing if different teams should get different alerts.
  • Write back only the fields your CRM layout already uses.