Use Case
Automated Company Enrichment Using Attio CRM and RightBrain AI.
This use case demonstrates how an automated integration between Attio CRM and RightBrain AI transforms a basic company record into a fully enriched, actionable sales and marketing asset within seconds. The solution eliminates manual research, standardises lead qualification, and ensures sales teams consistently work with high quality company intelligence.
GTM teams often create new company records in a CRM with limited information, typically only a company name and website. Researching each company manually to understand what it does, its industry, size, and relevance to a product or service is time consuming, inconsistent, and difficult to scale.
This integration delivers a smarter and faster research process every single time a company record is created. It is event driven and serverless, relying on real time system interactions between Attio and RightBrain AI.
High Level Output
For every new company created in Attio, the system researches the account, using trusted web sources and converts that into structured output ready to populate the CRM fields:
- A concise company description.
- Primary industry classification.
- A qualification score from 1 to 10.
- Suggested product or service use cases.
The enriched data is visible directly within the Attio company record without any manual intervention.
Step-by-Step Guide
- Create a new Company in Attio CRM.
A new company record is created in Attio, either manually, through a website form, or a csv upload. This usually contains:
- Company name.
- Company domain.
At this stage, the record contains minimal information.
- Set up trigger event via Attio
Attio detects that a new company record has been created and immediately sends the record data via webhook.
The Rightbrain agent is configured to use the domain and company name to research and qualify the account.
- Rightbrain agent enriches the company record.
The agent retrieves content from the domain and additional web sources.
Given knowledge of your product or services and unique ICP, it then analyses the content to produce:
- A description
- Primary industry
- Qualification score
- Suggested use cases
- Attio record is populated with enriched company information
The structured response is returned to Attio, with fields automatically updated.
All company records now have relevant, actionable information, in a structured format for analysis and routing.
Who is this for?
- Start-up and Scale-up Founders: Founders, Chief Revenue Officers, and Growth Managers looking to reduce manual research without increasing headcount.
- Revenue Operations: Revenue Operations Analysts, Specialists or Managers who need to improve efficiency, maximise revenue and ensure growth accountability.
- Marketing: Marketing Managers/Specialists who need enriched company data for targeted campaigns.
- Sales: Heads of Sales, Account Executives, and Business Development Managers who need to qualify leads quickly and consistently.
Key benefits
- Eliminates manual company research at the point of CRM data entry.
- Ensures consistent and standardised company intelligence across all records.
- Accelerates lead qualification and prioritisation for sales teams.
- Improves sales messaging by providing immediate contextual insights and use cases.
- Scales effortlessly as lead volumes increase, without additional operational overhead.
- Keeps the CRM as the single source of truth for enriched company data.
- Gives teams strategic insights into who their best fit customers are. Structured outputs allow for more meaningful data analysis.
Pro tips
- Start with a clearly defined AI prompt that reflects your ideal customer profile and product positioning.
- Keep enrichment fields focused on what sales teams actively use, rather than collecting excessive data.
- Identify gaps in your CRM and manual research tasks that are consuming your team's time.
- Periodically review AI outputs and adjust prompts to improve relevance and accuracy over time.
CTA
Make your CRM smarter by embedding intelligence exactly where your team needs it. Connect Attio to RightBrain AI and start enriching company data in seconds. Get started today.
Post CTA, maybe we should introduce a section that says ‘Complimentary Agents and Tools’
Log in
Book Demo
Ready to ship your next AI feature?
Book demo
Use Case
Automated Company Enrichment Using Attio CRM and RightBrain AI.
This use case demonstrates how an automated integration between Attio CRM and RightBrain AI transforms a basic company record into a fully enriched, actionable sales and marketing asset within seconds. The solution eliminates manual research, standardises lead qualification, and ensures sales teams consistently work with high quality company intelligence.
GTM teams often create new company records in a CRM with limited information, typically only a company name and website. Researching each company manually to understand what it does, its industry, size, and relevance to a product or service is time consuming, inconsistent, and difficult to scale.
This integration delivers a smarter and faster research process every single time a company record is created. It is event driven and serverless, relying on real time system interactions between Attio and RightBrain AI.
High Level Output
For every new company created in Attio, the system researches the account, using trusted web sources and converts that into structured output ready to populate the CRM fields:
- A concise company description.
- Primary industry classification.
- A qualification score from 1 to 10.
- Suggested product or service use cases.
The enriched data is visible directly within the Attio company record without any manual intervention.
Step-by-Step Guide
- Create a new Company in Attio CRM.
A new company record is created in Attio, either manually, through a website form, or a csv upload. This usually contains:
- Company name.
- Company domain.
At this stage, the record contains minimal information.
- Set up trigger event via Attio
Attio detects that a new company record has been created and immediately sends the record data via webhook.
The Rightbrain agent is configured to use the domain and company name to research and qualify the account.
- Rightbrain agent enriches the company record.
The agent retrieves content from the domain and additional web sources.
Given knowledge of your product or services and unique ICP, it then analyses the content to produce:
- A description
- Primary industry
- Qualification score
- Suggested use cases
- Attio record is populated with enriched company information
The structured response is returned to Attio, with fields automatically updated.
All company records now have relevant, actionable information, in a structured format for analysis and routing.
Who is this for?
- Start-up and Scale-up Founders: Founders, Chief Revenue Officers, and Growth Managers looking to reduce manual research without increasing headcount.
- Revenue Operations: Revenue Operations Analysts, Specialists or Managers who need to improve efficiency, maximise revenue and ensure growth accountability.
- Marketing: Marketing Managers/Specialists who need enriched company data for targeted campaigns.
- Sales: Heads of Sales, Account Executives, and Business Development Managers who need to qualify leads quickly and consistently.
Key benefits
- Eliminates manual company research at the point of CRM data entry.
- Ensures consistent and standardised company intelligence across all records.
- Accelerates lead qualification and prioritisation for sales teams.
- Improves sales messaging by providing immediate contextual insights and use cases.
- Scales effortlessly as lead volumes increase, without additional operational overhead.
- Keeps the CRM as the single source of truth for enriched company data.
- Gives teams strategic insights into who their best fit customers are. Structured outputs allow for more meaningful data analysis.
Pro tips
- Start with a clearly defined AI prompt that reflects your ideal customer profile and product positioning.
- Keep enrichment fields focused on what sales teams actively use, rather than collecting excessive data.
- Identify gaps in your CRM and manual research tasks that are consuming your team's time.
- Periodically review AI outputs and adjust prompts to improve relevance and accuracy over time.
CTA
Make your CRM smarter by embedding intelligence exactly where your team needs it. Connect Attio to RightBrain AI and start enriching company data in seconds. Get started today.
Post CTA, maybe we should introduce a section that says ‘Complimentary Agents and Tools’
Log in
Book Demo
Ready to ship your next AI feature?
Book demo
Use Case
Automated Company Enrichment Using Attio CRM and RightBrain AI.
This use case demonstrates how an automated integration between Attio CRM and RightBrain AI transforms a basic company record into a fully enriched, actionable sales and marketing asset within seconds. The solution eliminates manual research, standardises lead qualification, and ensures sales teams consistently work with high quality company intelligence.
GTM teams often create new company records in a CRM with limited information, typically only a company name and website. Researching each company manually to understand what it does, its industry, size, and relevance to a product or service is time consuming, inconsistent, and difficult to scale.
This integration delivers a smarter and faster research process every single time a company record is created. It is event driven and serverless, relying on real time system interactions between Attio and RightBrain AI.
High Level Output
For every new company created in Attio, the system researches the account, using trusted web sources and converts that into structured output ready to populate the CRM fields:
- A concise company description.
- Primary industry classification.
- A qualification score from 1 to 10.
- Suggested product or service use cases.
The enriched data is visible directly within the Attio company record without any manual intervention.
Step-by-Step Guide
- Create a new Company in Attio CRM.
A new company record is created in Attio, either manually, through a website form, or a csv upload. This usually contains:
- Company name.
- Company domain.
At this stage, the record contains minimal information.
- Set up trigger event via Attio
Attio detects that a new company record has been created and immediately sends the record data via webhook.
The Rightbrain agent is configured to use the domain and company name to research and qualify the account.
- Rightbrain agent enriches the company record.
The agent retrieves content from the domain and additional web sources.
Given knowledge of your product or services and unique ICP, it then analyses the content to produce:
- A description
- Primary industry
- Qualification score
- Suggested use cases
- Attio record is populated with enriched company information
The structured response is returned to Attio, with fields automatically updated.
All company records now have relevant, actionable information, in a structured format for analysis and routing.
Who is this for?
- Start-up and Scale-up Founders: Founders, Chief Revenue Officers, and Growth Managers looking to reduce manual research without increasing headcount.
- Revenue Operations: Revenue Operations Analysts, Specialists or Managers who need to improve efficiency, maximise revenue and ensure growth accountability.
- Marketing: Marketing Managers/Specialists who need enriched company data for targeted campaigns.
- Sales: Heads of Sales, Account Executives, and Business Development Managers who need to qualify leads quickly and consistently.
Key benefits
- Eliminates manual company research at the point of CRM data entry.
- Ensures consistent and standardised company intelligence across all records.
- Accelerates lead qualification and prioritisation for sales teams.
- Improves sales messaging by providing immediate contextual insights and use cases.
- Scales effortlessly as lead volumes increase, without additional operational overhead.
- Keeps the CRM as the single source of truth for enriched company data.
- Gives teams strategic insights into who their best fit customers are. Structured outputs allow for more meaningful data analysis.
Pro tips
- Start with a clearly defined AI prompt that reflects your ideal customer profile and product positioning.
- Keep enrichment fields focused on what sales teams actively use, rather than collecting excessive data.
- Identify gaps in your CRM and manual research tasks that are consuming your team's time.
- Periodically review AI outputs and adjust prompts to improve relevance and accuracy over time.
CTA
Make your CRM smarter by embedding intelligence exactly where your team needs it. Connect Attio to RightBrain AI and start enriching company data in seconds. Get started today.
Post CTA, maybe we should introduce a section that says ‘Complimentary Agents and Tools’
Log in
Book Demo
Ready to ship your next AI feature?
Book demo