Attio Territory and Owner Assignment by Firmographics

What this skill does

Puts firmographic data to work once it is on the record. It reads your territory rules (employee range, industry, region, or a combination), applies them to Attio companies and their linked open deals, and sets the correct owner. Built to run right after firmographic fill, so companies that just had industry, size, and region completed get routed immediately rather than sitting unassigned or with the wrong rep.

Chain

Attio company records (recently firmographic-filled, or unassigned / misassigned)
  to attio/query-records                (companies missing an owner, or owner mismatch vs rules)
  to MoltSets:
      search_companies                  (domain -> employee_range, revenue_range, industry, if not already on record)
  to apply territory rules              (employee range + industry + region -> owner or team)
  to attio/update-record                (set company owner attribute)
  to attio/query-records                (open deals referencing the company)
  to attio/update-record                (set deal owner to match, where deal owner is unset or stale)

Inputs

• Territory rules - the mapping from employee range, industry, and/or region to owner or team
• Scope - unassigned companies only, or also companies with an owner that no longer matches current rules
• Deal cascade - whether to also update the owner on linked open deals, or company only
• Fallback owner - who or which queue gets a company that matches no rule

How it works

1. Pulls companies missing an owner, or flagged as a rule mismatch under the current territory logic
2. Runs search_companies for any company still missing the firmographic fields the rules depend on
3. Applies the territory rules in order (most specific rule first, for example named account lists before general industry rules) to determine the correct owner or team
4. Writes the owner to the company record
5. Queries open deals that reference the company and, where the deal owner is unset or does not match, updates the deal owner to align
6. Routes anything matching no rule to the fallback owner or queue rather than leaving it unassigned

Output

Companies reviewed:          X
Owner assigned:              X
Rule mismatches corrected:   X
Fallback owner used:         X
Deal owners updated:         X
MoltSets tokens used:        X

Tips

• Requires the Attio MCP (mcp.attio.com) and the MoltSets MCP connected in the same client
• Run this right after the firmographic fill skill so newly completed data gets routed the same day rather than sitting stale
• Order your territory rules from most specific to most general (named accounts, then industry plus size, then a catch-all) so the first match wins predictably
• Reassigning an owner on a deal already being worked is disruptive, so consider excluding deals with recent activity from the cascade
• Since deals reference their company directly in Attio, finding linked deals is a straightforward query rather than a separate association lookup