Refresh Attio with PitchBook context after every Granola call

Build an agent workflow that closes the loop between Granola meeting capture and our Attio CRM, with PitchBook as the enrichment layer. The trigger is a Granola poll for new notes. The agent should run the moment a meeting note is finalized.

Step 1: For each new Granola note, call Get Note to fetch the full record including the summary, attendees, and transcript.

Step 2: Decide whether the meeting is external. Use the attendee list as the signal. If every attendee email is on our own company domain, treat it as internal (standup, retro, 1:1 with a teammate) and stop. Only continue when at least one attendee is from outside our company.

Step 3: From the summary and transcript, extract the external companies that were discussed and any individual people named in a meaningful way (a founder pitching, an investor referenced, a potential hire). Skip generic mentions and our own teammates.

Step 4: For each external company, run PitchBook General Search to find the matching entity, then Get Company Details to pull the full profile. Capture funding stage, total raised, last round date, last round size, lead investor, employee count, sector or industry vertical, headquarters, and a short business description. For each named person tied to that company, run PitchBook Search People and grab their current role and recent affiliations.

Step 5: Upsert the company into Attio using Assert a Record on the companies object, matching on domain. Write the PitchBook-sourced attributes onto the record: funding stage, total raised, last round date, lead investor, employee count, sector, and description. Do not touch fields the team manages by hand (owner, pipeline stage, custom tags).

Step 6: Use Attio Create a Note to attach a concise note to that company record. Title it with the meeting name and date. The body should have two short sections: a paragraph summarizing what was actually discussed in the meeting (pulled from the Granola summary), and a tight bullet block with the fresh PitchBook context (stage, last round, lead, headcount, sector). Keep the whole note skimmable in under thirty seconds.

Step 7: If no PitchBook profile is found for a company, still create the meeting note in Attio with the summary and a clear line that says no PitchBook coverage was found, so the team can revisit when coverage exists.

Constraints: one Attio note per company per meeting, no duplicate notes. PitchBook is read-only and credit-based, so only call Get Company Details once per company per run. Never write meeting notes for internal-only calls. Do not invent PitchBook data; if a field is missing from the response, leave it blank in Attio rather than guessing.