Building an agent-powered, self-updating CRM on top of Attio.
Synix layered AI agents and automation onto Modern Finance's existing Attio CRM to cut out manual deal admin and turn referral tracking into a real, self-updating system.
Client & project.
Modern Finance is an embedded, AI-native finance and operations partner for venture-backed startups from Seed through Series C. Attio was already their CRM, but a lot of the day-to-day was still manual: summarizing deals by hand, spotting deals that had gone cold, and keeping track of who referred what business.
Rather than rebuild their CRM, Synix worked inside their existing Attio environment, closing the gap between what Attio could technically do and what they were actually doing by hand.
Agents & automation.
Deal summaries
An agent posts a Note summarising the deal automatically the moment it's marked Won or Lost.
Cold / warm deal flagging
A workflow monitors last interaction date and flags deals as cold or warm, surfaced in a filtered view.
Re-engage workflow
Slack alert fires on the re-engage date with a summary of the last conversation.
Contact & company classification
An agent auto-tags incoming contacts and companies to filter vendor noise out of the default view.
Partnership & referral tracking
Dedicated object linking partners to deals and companies, with automated referred-revenue rollups.
"Jack is a great partner to work with. We're an embedded finance team for venture-backed startups, and we were already running on Attio, but a lot of our deal and referral tracking was still manual. Jack built agents that now handle it for us (deal summaries, cold deal alerts, referral tracking) without anyone on our team touching it. Highly recommend if you want to get more out of Attio than the out-of-the-box setup."
Want more from your Attio CRM?
If your team already uses Attio but the admin is still manual, we can layer AI agents and automation on top of what you have.