Relationship workflow
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.
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Attio
Affinity
Gmail
Google CalendarRunner reviews Attio and Affinity pipelines alongside Gmail activity.
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
Outcome
Pipeline reviews include relationship health instead of just deal stages.
CRM Pipeline and Relationship Review
Runner pulls CRM pipeline data alongside recent email threads so you see which relationships need attention before they stall.
AttioAffinityGmailPulled pipeline data from both CRM tools
Cross-referenced deal contacts with recent email activity
Flagged stale relationships needing a touch
Connect the apps around the job
Email, calendar, notes, docs, and CRM become one connected workflow graph instead of five separate systems you have to mentally stitch together.
Gmail
Google Calendar
Google Drive
Slack
HubSpot
Notion
Review before anything goes out
Runner prepares the draft, proposed update, or scheduled next step, then leaves you in control of the final send.
Collect context from apps & files
GatheringIntegrate, analyze and merge across apps
ThinkingReview recommended actions
WaitingSend it, do it, take action
✓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 CalendarGoogle Drive
Google Docs
Google Slides
Google SheetsSlackNotion
GranolaHubSpotLocal FilesWeb 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 FilesWeb SearchGitHubLinearMixpanelAsanaSentryShopifyIntercomAirtableGorgiasKlaviyoQuickBooksFirefliesLogfireMetabaseMicrosoft OutlookDropboxBoxTrelloTypeformSupabaseZendeskXeroSemrushAhrefsPostHogtl;dvGoogle Search ConsoleiMessageGmailAttioAffinityGoogle CalendarGoogle DriveGoogle DocsGoogle SlidesGoogle SheetsSlackNotionGranolaHubSpotLocal FilesWeb SearchGitHubLinearMixpanelAsanaSentryShopifyIntercomAirtableGorgiasKlaviyoQuickBooksFirefliesLogfireMetabaseMicrosoft OutlookDropboxBoxTrelloTypeformSupabaseZendeskXeroSemrushAhrefsPostHogtl;dvGoogle Search ConsoleiMessageGmailAttioAffinityGoogle CalendarGoogle DriveGoogle DocsGoogle SlidesGoogle SheetsSlackNotionGranolaHubSpotLocal FilesWeb 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.
Start with Gmail, tell Runner what kind of work this page represents, then install the desktop app with the right first workflows already teed up.
Prompt outline, sample input, connector checklist, and placeholder artifact notes for CRM Pipeline and Relationship Review.
More founder and relationship workflows that use the same connected stack patterns.
Relationship workflow
The inbound lead gets qualified and set up before the opportunity cools.
GmailHubSpotWeb SearchFounder workflow
A founder intro moves quickly with the right context instead of waiting on memory.
GmailNotionGoogle Calendar
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“Runner pulls together context from every tool I use. Board prep takes minutes, not hours.”
“Follow-through used to die in my inbox. Now Runner closes the loop before I even ask.”
“It actually does the work. Drafts, updates, briefings — all from the tools we already live in.”
“Runner has quickly become an extension of my brain — holding context, handling the busy work, and letting me show up fully for every client.”
“My Morning Brief from Runner is the single most valuable thing I look at every day. ”
“Runner is the first app I open in the morning, partially because it's where the energy I put into it comes back to me 10-fold and then keeps compounding from there.”
“Runner’s memory actually holds over time, data flows seamlessly between connected apps, and then it feeds actionable intel back to me at the most valuable points in my day.”
Download Runner to combine CRM pipeline data with email activity for a complete relationship picture.