{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/18d118a3908b4d9785efbd7ebc15641c\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/18d118a3908b4d9785efbd7ebc15641c-ea142af324efa83a.gif","duration":337.66,"title":"Streamlining Client Referrals with Attio Templates 🚀","description":"Hey team, I wanted to share an update on a new process for referrals that should streamline things for you. We're now using Adio templates to make it easier to refer clients to our partners, like Four Acre Financial and various accountants. I've created a strategy referral email template that automatically pulls client details, saving you time on tedious data entry. Please check your email and calendar settings to remove the audio watermarks, and let me know if you have any additional use cases for templates. Your feedback is always welcome as we aim to make this process smoother!"}