AI agent for closed-lost deal reviews with Attio
Review lost deals using Attio records and buyer messages. The agent compares the recorded loss reason with the buyer’s explanation and prepares findings for the sales owner to review.
Customize the playbook with Claude or ChatGPT. Pump Up’s hosted agent runs the process with your team, bringing people in for information and decisions along the way.
Set up with Claude
Set up with ChatGPTOr copy into your agent
How this process uses Attio
Compare the recorded loss reason with the buyer’s explanation. Sales owner decides findings and corrections.
- Case identity
- Deal or list-entry identity
- Review evidence
- Deal attributes and linked company/person context
- Proposed result
- Selected review list or approved attribute changes
When to use it
Sales owners who need a useful explanation for a lost opportunity rather than another CRM dropdown. This is an internal review, not a reactivation campaign or buyer outreach.
Example scenario
The deal is marked lost on price. The buyer’s final email instead names missing branch permissions as mandatory. The agent asks the rep to reconcile the contradiction rather than automatically changing the loss reason. In Attio, connect deal attributes and linked company/person context to deal or list-entry identity so the reviewer can trace the finding to its source.
Getting started
- Map the selected deal or list and its custom attributes; keep company and person identities separate.
- Bring the lost opportunity, proposal, buyer conversations and recorded loss reason together.
- Choose the sales owner who will review the findings and decide any CRM corrections or follow-up.
Common questions
Which Attio information does closed-lost audit need?
Map deal and relationship records to this process's evidence: closed-lost deal and buyer messages. Closed-lost opportunity and its recorded loss reason; Dated buyer conversations, discovery notes and final response; Proposal and relevant commitments. The field names and access route are chosen during setup.
What needs configuring before this process can use Attio?
Map the selected deal or list and its custom attributes; keep company and person identities separate. Use a configured read tool or supplied record export. Confirm the actual permitted destination actions with the process owner before making changes.
What does this Attio setup produce?
Evidence-linked loss review. Sales owner decides findings and corrections. The base playbook is customized for the selected records, permissions and handoff destination.
Platform documentation
Start from the closed-lost audit playbook
Use the reusable process, then map your Attio records, access and handoff destination during setup.