Runner.Relationship workflow
Pipeline reviewed
Pipeline reviewed
Relationship workflow
CRM Pipeline and Relationship Review
Runner pulls CRM pipeline data alongside recent email threads so you see which relationships need attention before they stall.
Review deal pipeline and relationship health across Attio and Affinity with email context so no warm lead goes cold.
On your phone? Email yourself the desktop app instead.
+New Session
Sessions
Connected apps
Attio
Affinity
Gmail
Google Calendar
AttioAffinityGmailGoogle Calendar+
Connect a new appWhat would you like to do?
Workflow snapshot
Everything that happens in this workflow, from trigger to outcome.
Trigger
Weekly pipeline review or relationship check-in needs a current snapshot.
Sample input
“Pull active deals from Attio and Affinity, cross-reference with recent Gmail threads, and flag relationships that need a touch.”
Sample output
“Pipeline brief with deal stages, last-contact dates, and flagged relationships needing follow-up.”
What actually got done
- Pulled pipeline data from both CRM tools
- Cross-referenced deal contacts with recent email activity
- Flagged stale relationships needing a touch
Outcome
Pipeline reviews include relationship health instead of just deal stages.
Why this workflow matters
Review deal pipeline and relationship health across Attio and Affinity with email context so no warm lead goes cold.
Relationship workflow
Relationships assessed
Relationships assessed
Relationship workflow
Follow-ups flagged
Follow-ups flagged
The apps to connect
Start with the apps used in this workflow, then explore the rest of the connector graph. Every app tile links to its connector page.
GmailAttioAffinityGoogle Calendar
Google Drive
Google Docs
Google Slides
Google Sheets
Slack
Notion
Granola
HubSpotLocal FilesWEWeb Search
GitHub
Linear
Mixpanel
Asana
Sentry
Shopify
Intercom
Airtable
Gorgias
Klaviyo
QuickBooks
Fireflies
Logfire
Metabase
Microsoft Outlook
Dropbox
Box
Trello
Typeform
Supabase
Zendesk
Xero
Semrush
Ahrefs
PostHog
tl;dv
Google Search Console
iMessageGmailAttioAffinityGoogle CalendarGoogle DriveGoogle DocsGoogle SlidesGoogle SheetsSlackNotionGranolaHubSpotLocal FilesWEWeb SearchGitHubLinearMixpanelAsanaSentryShopifyIntercomAirtableGorgiasKlaviyoQuickBooksFirefliesLogfireMetabaseMicrosoft OutlookDropboxBoxTrelloTypeformSupabaseZendeskXeroSemrushAhrefsPostHogtl;dvGoogle Search ConsoleiMessageGmailAttioAffinityGoogle CalendarGoogle DriveGoogle DocsGoogle SlidesGoogle SheetsSlackNotionGranolaHubSpotLocal FilesWEWeb SearchGitHubLinearMixpanelAsanaSentryShopifyIntercomAirtableGorgiasKlaviyoQuickBooksFirefliesLogfireMetabaseMicrosoft OutlookDropboxBoxTrelloTypeformSupabaseZendeskXeroSemrushAhrefsPostHogtl;dvGoogle Search ConsoleiMessageGmailAttioAffinityGoogle CalendarGoogle DriveGoogle DocsGoogle SlidesGoogle SheetsSlackNotionGranolaHubSpotLocal FilesWEWeb SearchGitHubLinearMixpanelAsanaSentryShopifyIntercomAirtableGorgiasKlaviyoQuickBooksFirefliesLogfireMetabaseMicrosoft OutlookDropboxBoxTrelloTypeformSupabaseZendeskXeroSemrushAhrefsPostHogtl;dvGoogle Search ConsoleiMessagePipeline and email context in one view
See deal stages alongside recent communication so you know which relationships need attention.
Stale relationships flagged automatically
Contacts without recent email activity surface before they go cold.
Get this workflow
Download Runner and run this workflow in minutes. Share it with your team or customize it for your stack.
Prompt outline, sample input, connector checklist, and placeholder artifact notes for CRM Pipeline and Relationship Review.
Related workflows
More founder and relationship workflows that use the same connected stack patterns.
Relationship workflow
Qualify Inbound Leads from Gmail and HubSpot
The inbound lead gets qualified and set up before the opportunity cools.
GmailHubSpotWEWeb SearchFounder workflow
Founder Intro Double Opt-In
A founder intro moves quickly with the right context instead of waiting on memory.
GmailNotionGoogle CalendarTestimonials
Testimonials
People using Runner to finish follow-through without the usual tab chaos.
“I got hours back every week. Runner handles the follow-through work that used to sit open across tabs and docs.”
Jordan Rogers
@jordanrogers
“It gives me one place to work across email, calendar, and docs. The time savings are real.”
Lynn Marshall
@lynnmarshall
“I stopped losing deals to slow follow-up. Runner drafts the reply and schedules the next step before I forget.”
Danielle Okafor
@danielleokafor
“Runner connects my CRM, email, and meeting notes so I actually prep for calls instead of winging it.”
Aisha Patel
@aishapatel
“What used to take half a day now takes one focused pass in the morning.”
Rajat Singh
@rajatsingh
“Meeting follow-up used to die in my notebook. Now the recap, emails, and calendar items happen before I leave the room.”
Ethan Park
@ethanpark
“I tried every productivity tool on the market. Runner is the first one that actually finishes work instead of just organizing it.”
James Wright
@jameswright
“Board prep went from a full Sunday to a one-hour Monday morning workflow. The context is already assembled.”
Priya Nair
@priyanair
“The morning briefing workflow changed how I start every day. I see blockers, priority threads, and follow-ups before the first meeting.”
Sarah Kim
@sarahkim
“The double opt-in intro workflow is the single most useful thing I have run this quarter. Warm intros used to take 20 minutes each.”
Marcus Chen
@marcuschen
“Investor updates that used to take a full day now come together in 45 minutes from real data.”
Oliver Reeves
@oliverreeves
Review your pipeline with relationship context.
Download Runner to combine CRM pipeline data with email activity for a complete relationship picture.