Email Notifications

Put Attio updates where your team will see them.

Send custom internal email alerts from your Attio workflows. Give the deal owner, founder, or sales leader the context to act in their inbox, even when your team uses Teams or does not use Slack.

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20 email alerts per month on Free

Example email in Gmail: Acme’s demo request, assigned owner Priya, request details, handoff context, next action, and an Attio record link.

Internal alerts

For the people who work from their inbox.

The AE on Microsoft Teams

A demo request lands in Attio. Email its assigned owner in Outlook with the company, request details, and record link. They can pick up the lead without watching a Slack channel.

The founder doing the follow-up

Use your workflow’s conditions to flag high-priority signups or pricing requests. Send yourself the context you need to respond, instead of checking the CRM for every new record.

The leader needed for a decision

A deal needs pricing review. Email the commercial lead with the account, deal owner, requested terms, and Attio link. Make the next decision clear without expecting them to follow every channel.

How it works

Turn a demo request into a useful handoff.

The alert above is an illustrative demo request: the prospect’s message, the assigned owner, and the next action. Use the fields your workflow has available to make the handoff useful before the teammate opens Attio.

1. Choose the teammate who needs to act

Read the request’s assigned owner and pass that Attio workspace member as the recipient. If a lookup supplies the owner’s ID or email, use Automations to find the member before sending.

2. Bring the request into the message

Add the company and request type to the subject. Include the submitted answers, handoff context, next step, and record link using values from earlier workflow steps.

3. Send from the Attio workflow

Add Send email notification and test the workflow. The alert is queued for that active Attio workspace member; you can review its sending status in Neon Deer.

An internal update deserves its own email.

A form submission needs a response. A won deal needs onboarding. A pricing exception needs a decision. Send the responsible teammate a custom internal alert from the workflow handling that event.

Keep external outreach in Attio sequences and use Email Notifications for the internal handoff. Teammates can read alerts in Outlook, Gmail, or another email client without following a Slack channel.

Use Automations to look up the owner or schedule a future follow-up.

Useful context. Less inbox noise.

Alert on a meaningful handoff, not every edit. Use Attio’s workflow conditions to decide when a teammate needs to act; Neon Deer handles sending and alert activity.

Make the next action obvious

Write a clear subject and a short plain-text message with the details and record link. An organization-wide subject prefix helps teammates recognize your alerts.

Review what’s waiting to send

Check queued alerts and their sending statuses in Activity. Cancel an alert before sending starts when it is no longer useful, and set sending rates and expiry times.

Keep a shared copy

An organization admin can add one BCC address for copies of every alert. Use a shared mailbox to keep the team’s notifications together.

Start with one moment that matters.

Install Email Notifications in Attio, connect Neon Deer, and have an organization admin turn on sending. Pick one business event, choose the teammate who needs to act, and test your first alert.

Free includes 20 email alerts per month. Paid includes unlimited monthly email alerts. Compare plans.

Follow the setup guide or review delivery settings.

Questions before you start

Can we use this if our team is on Microsoft Teams?

Yes. Alerts arrive by email, so a teammate using Outlook and Microsoft Teams can receive them without Slack. This is an email notification app, not a Microsoft Teams integration.

Who can receive a workflow alert?

The main recipient must be an active member of your connected Attio workspace, such as the deal owner, founder, or account manager. Choose the member directly or pass an Attio workspace member returned by an earlier step. This app is for internal alerts, not customer email campaigns.

How is this different from Attio sequences or task notifications?

Attio sequences are multi-step email campaigns for outreach. Native task notifications cover task activity. With Neon Deer, you choose a business event in your workflow, the responsible teammate, and the details to include in a custom internal alert.

How do we avoid sending an alert for every CRM update?

Use a specific trigger and conditions in Attio, such as a deal entering the stage that needs pricing review or a customer becoming ready for onboarding. Check the responsible owner and include a clear action in the message. Neon Deer sends when your configured workflow reaches the notification step; it does not decide which business events matter for you.

What sender and format will my teammates see?

Alerts are plain text with line breaks preserved, sent by CRM Workflow Notification at alerts@notify.neondeerdata.com. You configure the subject and message with values available in the workflow, including an Attio record link. Custom HTML layouts, attachments, and a custom sender address are not available.

Can we check whether someone received or read an alert?

Activity shows queued alerts and sending statuses. Sent to email provider means the provider accepted the message; it does not confirm inbox delivery or that someone read it. Open and click tracking are not available. Review alert activity.

Can an external mailbox or email-only service receive copies?

An organization admin can set one organization-wide BCC address. It receives copies of every alert across your workflows, and copies do not count as extra alerts. The main recipient still has to be an active Attio workspace member. For an email-only service, test its intake requirements before relying on these copies; there is no service-specific integration.

Turn a workflow event into a useful email.

Built exclusively for Attio. Start with 20 alerts a month on Free, and put the rest of the Neon Deer toolkit to work as your team grows.