LP Re-Engagement Scout
An agent that keeps high-trust relationships from going cold. Each week it pulls every contact from your CRM, layers in the last meeting from your calendar and the last thread from your inbox, and flags anyone uncontacted for 90 days or more. For each stale contact it scores priority (recency of relationship, deal stage, role seniority), drafts a short personalized check-in note referencing the last real exchange, and assigns the re-engagement task to the strongest internal owner. Drafts are delivered to your inbox as a ranked queue with approve/edit/skip links, and a state table prevents re-drafting the same contact within the cooldown window.
Agent snapshot
Built for finance accounting work, not a generic template.
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template use
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catalog views
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integrations used
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labels matched
Sample input
Build an agent to lP Re-Engagement Scout. Use Attio, Google Workspace, and Google Docs. Focus on operations. Return a ready-to-review result after each run.
Sample output
Every Monday, scans your CRM for LPs, investors, and partners you haven't touched in 90+ days, drafts a warm personalized check-in for each, and emails you the queue for one-click send.
Workflow brief
Where LP Re-Engagement Scout fits in a finance accounting automation system
LP Re-Engagement Scout is designed for a specific recurring job: an agent that keeps high-trust relationships from going cold. Each week it pulls every contact from your CRM, layers in the last meeting from your calendar and the last thread from your inbox, and flags anyone uncontacted for 90 days or more. For each stale contact it scores priority (recency of relationship, deal stage, role seniority), drafts a short personalized check-in note referencing the last real exchange, and assigns the re-engagement task to the strongest internal owner. Drafts are delivered to your inbox as a ranked queue with approve/edit/skip links, and a state table prevents re-drafting the same contact within the cooldown window. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.
A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.
In this setup Twin uses Attio, Google Workspace, and Google Docs as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.
What this agent automates
This run includes 8 concrete steps from the published agent data.
Fetch full contact list, owners, tags, and last-activity timestamps from the connected CRM
Pull recent calendar attendees and inbox threads to enrich last-real-interaction date per contact
Compute days_since_contact and flag every contact past the staleness threshold
Score priority using relationship segment, deal stage, ownership, and decay risk
Read state table to skip contacts already drafted within the cooldown window
Draft a short personalized check-in per stale contact and create a re-engagement task in the CRM
Integrations used
LP Re-Engagement Scout connects Attio, Google Workspace, and Google Docs.
Attio
Connected in this agent
Google Workspace
Connected in this agent
Google Docs
Connected in this agent
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