CRM (Attio) & ChatGPT Automated Follow-Up System

Julio Rodriguez

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Sales Manager

Email Marketer

Attio

ChatGPT

Make

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I built an end-to-end automation flow that captures meeting notes directly from Attio, processes them through ChatGPT for personalized summaries, and generates tailored follow-up emails—ready as drafts for final approval.
▶ Automatically pulled meeting notes from Attio
▶Summarized action items via ChatGPT
▶Drafted personalized follow-up emails (ready for one-click approval)
▶Logged all communications back into Attio for real-time tracking
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Posted Feb 14, 2025

I built an end-to-end automation flow that captures meeting notes directly from Attio, processes them through ChatGPT for personalized summaries, and generates.

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Sales Manager

Email Marketer

Attio

ChatGPT

Make

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