Audit

Audit for Attio is a free, read-only diagnostic for your Attio workspace. Connect once and four minutes later you get a private, shareable report with a health score, a schema diagram, an attribute density map, and 50+ ranked findings that name every duplicate, every stale deal, every dead field, and every ownership gap in your CRM. Each finding is severity ranked, comes with the affected record count, and links to the exact records driving it. Where we can attach a dollar figure or hours-saved estimate, we do.

The audit was built by Dialed Technologies for revenue operations leads, founders, and CRM admins on mid-market teams who use Attio. It is the fastest way to find out where your workspace is leaking trust before the next QBR, board review, or pipeline cleanup sprint. Reports include a ready-to-paste Slack summary, a PDF export, and an LLM-ready markdown export so the findings travel.

Common use cases:

• Pre-QBR sanity check on data quality and pipeline health
• Onboarding into a workspace someone else built
• Quarterly hygiene review before a big migration or integration
• Diligence on a workspace inherited through an acquisition
• Building the case for a CRM cleanup project with your team

The audit itself is free, with no upsell required to read every finding. If you want help fixing what we surface, Dialed runs paid engagements separately (dedup, enrichment, ownership remediation, pipeline modelling, integration repair).

Audit for Attio uses Attio's OAuth flow with read-only scopes to fetch your workspace configuration and a representative sample of records. The token literally cannot write to your workspace, because no write scopes are on it.

What we read from your workspace:

• Objects, attributes, and select options (object_configuration:read)

• Records on every object (record_permission:read)

• Lists and their attribute schemas (list_configuration:read)

• Entries on every list (list_entry:read)

• Workspace members and their access levels (user_management:read)

• Webhook endpoints and recent delivery state (webhook:read)

• Notes attached to records (note:read)

• Tasks and assignments (task:read)

• Meetings synced into the workspace (meeting:read)

• Call recording metadata, not audio (call_recording:read)

• Comment threads (comment:read)

• File metadata, not file contents (file:read)

What we never request: any :write scope, your Attio password (OAuth never sees it), or billing data.

After OAuth, the audit pipeline runs in four phases:

1. Fetch workspace configuration and a representative record sample

2. Fetch activity data (notes, tasks, meetings, comments, recordings)

3. Run 50+ analyzer functions over the fetched snapshot

4. Generate the report, send the email, and stamp the share link

The whole pipeline finishes in about four minutes for a workspace under 10,000 records and scales linearly from there. Larger workspaces see a warning on the loading screen with the expected wait.

Storage and retention:

• OAuth tokens encrypted with AES-256-GCM in a US-region Postgres

• Raw API snapshots retained up to 30 days so the analyzers can re-run without re-hitting the Attio API, then purged

• Unsaved reports deleted seven days after the audit finishes

• Saved reports kept until you delete them from My reports

• Anonymized aggregate benchmarks only if you opt in (default no)

Reports are private by default. The share URL is gated by either a session cookie or a magic link scoped to a specific email. Visitors without either are routed to a request-access page that pings the workspace owner for an invite.

No configuration is required to run the audit. The product is free, no paid plan is necessary, and there is no setup inside Attio beyond the one-time OAuth consent.

To run an audit:

1. Visit dialed.tech/audit
2. Click "Start free audit"
3. You will be redirected to Attio's standard OAuth consent screen, which lists the exact read-only scopes we request
4. Approve the connection
5. (Optional) Answer two questions on the loading screen so the report personalizes itself to your primary use case
6. Wait about four minutes while the audit runs
7. Read the report at its shareable URL, or wait for the email

To invite teammates:

1. Open the report
2. Click the Actions menu in the top right
3. Choose "Manage access"
4. Enter teammate emails and choose viewer or admin access
5. Each invitee gets a magic link scoped to that workspace

To revoke access:

• The owner can revoke any invite from the Manage access dialog
• Disconnecting the Attio app from Attio's settings revokes our OAuth token; we stop calling the API and remove the token on next use
• Email contact@dialed.tech to fully delete the audit, findings, and tokens within seven days

There is no Attio-side configuration object to create, no custom attributes to add, and no webhook to wire up. The audit is self-contained.