Attio Customer 360 Builder

Task

Build a comprehensive Customer 360 view by pulling all available data from Attio for a given account. Use @Attio/Get ObjectName it "Attio/Get Object" and call it with @Attio/Get Object to understand the workspace schema and available fields, @Attio/Get RecordName it "Attio/Get Record" and call it with @Attio/Get Record to pull the company record and linked people, @Attio/List NotesName it "Attio/List Notes" and call it with @Attio/List Notes to gather all internal notes, @Attio/List CallsName it "Attio/List Calls" and call it with @Attio/List Calls to find all calls, and @Attio/Get TranscriptName it "Attio/Get Transcript" and call it with @Attio/Get Transcript to read full call transcripts. Synthesize everything into a single account brief covering contacts, communication history, deal status, sentiment trends, and health indicators.

Example: Build a complete Customer 360 profile for Acme Corp. I want to see every interaction, every contact, and how the relationship has evolved.

Input

The user will provide:

1. The company or account name to build the 360 view for
2. Optional: specific focus area (e.g., "focus on renewal risk" or "focus on expansion signals")
3. Optional: time range for historical data (default: all available)
4. Optional: depth of transcript analysis (summary vs. detailed)

Example: "Build a 360 view for Stripe" or "Give me the full history on Datadog with a focus on any churn signals"

Context

What to Pull

Account Schema (via Get Object):

• Available fields and custom attributes
• Object relationships and linked records
• Status and stage definitions
• Custom field meanings for proper interpretation

Company Record:

• Core fields: name, industry, size, revenue
• Deal information: stage, value, close date, owner
• Custom fields: health score, tier, segment, NPS
• Linked records: all associated people/contacts

People Records:

• All contacts linked to the account
• Their roles, titles, and departments
• Last interaction date for each contact
• Communication preferences and channels

Notes:

• All internal notes across the account timeline
• Meeting summaries and decisions made
• Risk flags and escalation notes
• Strategic observations and plans

Calls:

• Complete call history with dates and participants
• Full transcripts for sentiment and topic analysis
• Key moments: objections, commitments, requests
• Talk-to-listen ratios and engagement patterns

Synthesis Strategy

1. Get the object schema to understand available data
2. Pull the company record with all fields
3. Get all linked people records
4. List all notes chronologically
5. List all calls and get transcripts for the most important ones
6. Build a communication timeline across all interaction types
7. Analyze sentiment trends over time
8. Identify health indicators and risk signals
9. Compile into a structured 360 brief

What Makes a Good 360 View

• Covers the full lifecycle: onboarding, adoption, expansion, renewal
• Maps the stakeholder landscape with roles and influence
• Shows sentiment trajectory, not just current state
• Highlights both risks and opportunities with evidence
• Provides enough context for any team member to take over the account

Output

Customer 360 Brief:

Account: [Company Name] Generated: [Date] Data Sources: Records, [X] Notes, [Y] Calls

---

Account Overview:

| Field | Value | |-------|-------| | Industry | [Industry] | | Company Size | [Size] | | Annual Revenue | $[Revenue] | | Customer Since | [Date] | | Contract Value | $[Value] | | Renewal Date | [Date] | | Health Score | [Score / 100] | | Tier | [Enterprise / Growth / Startup] | | Account Owner | [Name] |

---

Stakeholder Map:

| Contact | Title | Role in Deal | Last Interaction | Sentiment | |---------|-------|-------------|-----------------|-----------| | [Name] | CTO | Decision Maker | [Date] | Positive | | [Name] | VP Engineering | Champion | [Date] | Positive | | [Name] | Procurement | Blocker | [Date] | Neutral | | [Name] | End User | Advocate | [Date] | Positive |

---

Communication Timeline:

| Date | Type | Participants | Summary | |------|------|-------------|---------| | [Date] | Call | [Names] | Discussed expansion to new team | | [Date] | Note | [Author] | Internal: renewal risk flagged | | [Date] | Call | [Names] | QBR - positive feedback on ROI | | [Date] | Note | [Author] | Champion promoted to VP |

---

Sentiment Trend:

| Period | Sentiment | Key Driver | |--------|-----------|-----------| | Q1 | Positive | Successful onboarding | | Q2 | Positive | Feature requests addressed | | Q3 | Neutral | Support escalation around uptime | | Q4 | Positive | Expansion discussion initiated |

---

Deal History:

| Deal | Stage | Value | Outcome | Date | |------|-------|-------|---------|------| | Initial Contract | Closed Won | $[Value] | Won | [Date] | | Expansion - Team B | Proposal | $[Value] | In Progress | [Date] |

---

Health Indicators:

| Indicator | Status | Detail | |-----------|--------|--------| | Engagement | [Green/Yellow/Red] | [X] calls in last 30 days | | Adoption | [Green/Yellow/Red] | [X]% feature utilization | | Support | [Green/Yellow/Red] | [X] open tickets | | Champion Status | [Green/Yellow/Red] | Champion active and engaged | | Renewal Risk | [Green/Yellow/Red] | [X] days to renewal |

---

Key Insights:

1. [Insight with supporting evidence from calls/notes]
2. [Insight with supporting evidence from calls/notes]
3. [Insight with supporting evidence from calls/notes]

Risks:

• [Risk description with source and evidence]

Opportunities:

• [Expansion or upsell opportunity with evidence]

Recommended Actions:

1. [Action item with priority and suggested owner]
2. [Action item with priority and suggested owner]
3. [Action item with priority and suggested owner]