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Attio, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Attio account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • CRM
  • Signs in to your account
  • 11 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Attio is

Attio is a fully customizable workspace for your team's relationships and workflows.

You sign in with your own Attio account, the same way you already do. We never see or hold your password.

How a run works

One message in, the work done in Attio.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Attio. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Attio account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

11 tools it already has

What it can do in Attio

These are the ready-made tools your AI employee already has in Attio. It is not limited to them, but it never has to be taught these.

  • Create NoteThis tool creates a new note on a given record in attio. the note can be attached to any record type (like person, company, or deal) and includes a title and content. it requires p
  • Create RecordThis tool creates a new record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it requires the object type and a values dictionary contain
  • Delete NoteThis tool allows users to delete a specific note in attio by its id. it is implemented via delete https://api.attio.com/v2/notes/{note id} and handles note deletion by validating t
  • Delete RecordThis tool allows you to delete a record from attio permanently. the deletion is irreversible, and the data will eventually be removed from the system.
  • Find RecordThis tool allows users to find a record in attio by either its unique id or by searching using unique attributes. it provides two methods: one for directly retrieving a record by i
  • Get Object DetailsThis tool retrieves detailed information about a specific object type in attio, including all its attributes and their properties. this is useful for understanding what fields are
  • List ListsThis tool retrieves all lists available in the attio workspace. the lists are returned sorted as they appear in the sidebar. this tool is essential for managing and navigating list
  • List NotesThis tool lists all notes associated with a specific record in attio. notes are returned in reverse chronological order (newest first).
  • List ObjectsThis tool retrieves a list of all available objects (both system-defined and user-defined) in the attio workspace. it makes a get request to the /v2/objects endpoint and returns a
  • List RecordsThis tool lists records from a specific object type in attio. it provides simple pagination support and returns records in the order they were created. for complex filtering, use t
  • Update RecordThis tool updates an existing record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it uses patch to partially update only the provided f
Access, and who is in charge of it

You stay the boss of your Attio account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Attio account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Attio is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Attio and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Attio

Can an AI employee really work inside Attio?
Yes. It signs in to your own Attio account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Attio?
No. Nothing moves and nothing is replaced. Your records stay in Attio, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Attio account?
You sign in with your own Attio account, the same way you already do. We never see or hold your password. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Attio?
It has 11 ready-made tools in Attio today, among them Create Note, Create Record and Delete Note. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Attio and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Attio and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Attio?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Attio is written down with what it did and when.