https://neondeerdata.com/docs/videos/install-automations/ https://i.ytimg.com/vi/BekUSWM4jBk/maxresdefault.jpg Install Advanced Workflow Automations in Attio Install Advanced Workflow Automations in Attio, connect your Neon Deer account, and find the app's additional triggers and steps in the workflow builder. https://www.youtube-nocookie.com/embed/BekUSWM4jBk 168 2026-10-21T17:48:34-07:00 https://neondeerdata.com/docs/videos/scheduled-workflows/ https://i.ytimg.com/vi/8Kj6PLzf_Pg/maxresdefault.jpg Schedule an Attio workflow for a Deal or Person Schedule selected Attio records to run a workflow at a future date. Follow the setup, review upcoming runs, and cancel a follow-up when plans change. https://www.youtube-nocookie.com/embed/8Kj6PLzf_Pg 574 2026-10-21T17:33:08-07:00 https://neondeerdata.com/docs/videos/lookup-tables-subflows/ https://i.ytimg.com/vi/lwD3I-8LLfA/maxresdefault.jpg Build reusable Attio workflows with subflows and lookup tables Build a reusable Attio routing workflow with subflows and lookup tables. Pass context, return an owner, and choose whether the caller waits for a result. https://www.youtube-nocookie.com/embed/lwD3I-8LLfA 570 2026-10-21T18:08:52-07:00 https://neondeerdata.com/docs/videos/mention-slack-users/ https://i.ytimg.com/vi/7hA742FoeZM/maxresdefault.jpg Mention Slack users from Attio with lookup tables Use an Attio workspace-member lookup table to find the right Slack user to mention. Map Slack IDs, look up the owner, and post a workflow message. https://www.youtube-nocookie.com/embed/7hA742FoeZM 401 2026-10-21T20:44:09-07:00 https://neondeerdata.com/docs/videos/lead-routing-territories/ https://i.ytimg.com/vi/TYjbnjf22as/maxresdefault.jpg Route Attio leads by territory Route Attio leads by state, country, or segment using a shared lookup table. Find the responsible owner and handle territories without a matching rule. https://www.youtube-nocookie.com/embed/TYjbnjf22as 382 2026-10-21T19:19:20-07:00 https://neondeerdata.com/docs/videos/task-triggers/ https://i.ytimg.com/vi/zZvZU7RyaaI/maxresdefault.jpg Use task triggers in Attio workflows Use Attio task triggers for task creation, deadline and assignee changes, and completion. Build focused workflow conditions and useful internal alerts. https://www.youtube-nocookie.com/embed/zZvZU7RyaaI 266 2026-10-21T19:38:23-07:00 https://neondeerdata.com/docs/videos/compare-sets/ https://i.ytimg.com/vi/EQWygIDFtm8/maxresdefault.jpg Compare records, values, and workspace members in Attio Compare previous and new Attio records, domains, emails, phone numbers, or workspace members. Find added, removed, and shared values without code. https://www.youtube-nocookie.com/embed/EQWygIDFtm8 435 2026-10-21T20:24:07-07:00 https://neondeerdata.com/docs/videos/email-notifications/ https://i.ytimg.com/vi/O4aq7vkNXic/maxresdefault.jpg Send email notifications from Attio workflows Send internal email alerts from Attio workflows. Choose a workspace member, add dynamic details and a record link, and review the alert in Activity. https://www.youtube-nocookie.com/embed/O4aq7vkNXic 395 2026-10-21T16:44:44-07:00 https://neondeerdata.com/docs/videos/heyreach-setup/ https://i.ytimg.com/vi/reXQJQXzOBc/maxresdefault.jpg Set up HeyReach in Attio Connect HeyReach to Attio, sync LinkedIn events to Activities or lists, and use workflows to find senders and add People to campaigns or lists. https://www.youtube-nocookie.com/embed/reXQJQXzOBc 701 2026-10-25T16:48:59-07:00 https://neondeerdata.com/docs/videos/install-duplicate-detection/ https://i.ytimg.com/vi/lNWCArU3oUg/maxresdefault.jpg Install Duplicate Detection in Attio Install Duplicate Detection & Merging for Attio, authorize workspace access, complete both connections, and open the Neon Deer dashboard. https://www.youtube-nocookie.com/embed/lNWCArU3oUg 395 2026-10-26T18:15:00-07:00 https://neondeerdata.com/docs/videos/duplicate-detection-scans-and-merges/ https://i.ytimg.com/vi/h_FFq4yby_U/maxresdefault.jpg Find, review, and bulk merge duplicate records in Attio Scan Attio People and Companies, review duplicate sets and AI scores, dismiss false matches, and preview record values before approving bulk merges. https://www.youtube-nocookie.com/embed/h_FFq4yby_U 395 2026-10-26T18:44:40-07:00 https://neondeerdata.com/docs/videos/duplicate-detection-custom-rules/ https://i.ytimg.com/vi/yInnQwuZ-Ys/maxresdefault.jpg Create custom duplicate matching rules in Attio Create custom duplicate matching rules for Attio People and Companies. Combine conditions, use related Company attributes, and preview potential matches. https://www.youtube-nocookie.com/embed/yInnQwuZ-Ys 584 2026-10-26T18:55:28-07:00