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Product · Automation

Rooms drafted at the Attio stages you choose.

Room automation creates and drafts a buyer room when an Attio deal reaches a stage you mapped, using that stage's template and the deal's call recordings. Each automatic room is a draft on your dashboard, and a person reviews and publishes it before any buyer can open it.

Start free with Attio Set it up step by step

Updated

The rules

The rules your settings create.

An example setup in Settings → Room automation. Your stage names load from Attio, and "Proposal room" stands for a room template your team saved.

// Settings → Room automation · example
01 When a deal enters Demo → create a room from "Starter" → draft it from the deal's calls → wait for your review
02 When a deal enters Proposal → create a room from "Proposal room" → draft it from the deal's calls → fill its deck for the deal's owner → wait for your review
03 When a deal enters Lead, Won or Lost → don't create a room
04 When a new call is added to a deal with no room → off, the default
05 For rooms from your own calls → follow the workspace, or set your own stages
// at most one automatic room per deal · nothing is published until a person publishes it
Triggers

Three ways a room is created from your Attio pipeline.

Stage entry
A deal enters a stage you mapped
The deal is created in that stage or moved into it. You set each stage to Don't create a room, Create a plain room or Create from a template, and every stage starts at Don't create.
Pro and Platform
A new call
A call is added to a deal with no room
When a finished call reaches a deal that doesn't have a room yet, foyai creates one with the deal's stage template. Calls on deals that already have a room feed that room's suggested updates instead.
Off by default
From Attio
Someone runs Create Foyai Room
On any deal or company, with the template your stage map suggests already picked, even while automation is off. On Platform, Create Foyai Rooms does the same for a whole selection of deals or companies. About Platform
Every planBulk on Platform

Deals already in a mapped stage. Automation runs when a deal enters a stage, so deals already sitting there don't get a room on their own. On Platform, select them in Attio and run Create Foyai Rooms. On other plans, create them one at a time with Create Foyai Room.

Guardrails

Every automatic room follows the same four rules.

One automatic room per deal
A deal that moves through three mapped stages still gets one automatic room. Reps can add more rooms by hand.
Nothing publishes on its own
An automatic room is a draft like any other. A person reviews it and publishes it before a buyer can open it.
A monthly allowance by plan
Automatic rooms are on Pro and Platform, and each automatic draft uses one AI room generation. Past your plan's monthly allowance, automatic creation pauses until the month resets.
Sellers can opt their calls out
Each seller can override the workspace settings for rooms created from their own calls, including turning them off. Rooms created on stage entry follow the workspace settings.
Reviewing the drafts

Automatic drafts wait on your dashboard with the deal's context in them.

An automatic room looks like one you made yourself: built from the stage's template, drafted from the deal's calls, with the steps heard on those calls waiting for you to keep or dismiss. If the deal has no calls yet, the room gets its template content and no call-based draft.

When the template includes a personalized deck, foyai fills it for the deal's owner. Rooms from a bulk run on Platform show up on the dashboard the same way, as drafts to check and publish one deal at a time.

Set up rooms by stage, step by step

Drafts created automatically, on the dashboard
Questions

Questions about room automation

What does foyai room automation do?
When an Attio deal enters a stage you mapped, foyai creates a buyer room from the template you chose for that stage and drafts it from the deal's call recordings. The room waits as a draft on your dashboard until a person reviews and publishes it. You set it up in Settings → Room automation.
Will foyai publish a room automatically?
No. Automatic rooms are drafts. A person reviews and publishes each one before a buyer can open it.
What starts an automatic room?
A deal being created in, or moved into, a stage you mapped. There's also an optional setting, off by default, that creates a room when a finished call is added to a deal with no room yet. Reps can create rooms themselves from Attio with Create Foyai Room, which preselects the template mapped to the deal's stage.
Can a deal get more than one automatic room?
No. Each Attio record gets at most one automatic room, so a deal moving from one mapped stage to the next keeps the room it has. Reps can still create extra rooms by hand.
Which plans include room automation?
Automatic rooms are on Pro and Platform, with a monthly allowance that depends on the plan. Each automatic draft uses one AI room generation. On Free, rooms are created by hand, including with Create Foyai Room in Attio. Creating rooms for a whole selection in Attio with Create Foyai Rooms is a Platform feature. See pricing.
Can a seller stop rooms being created from their calls?
Yes. Each seller can override the workspace settings for rooms created from their own calls, including opting out entirely. Rooms created when a deal enters a stage follow the workspace settings.
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