ChatGPT

Access Attio directly from ChatGPT for your go-to-market work. The Attio connector brings your CRM into ChatGPT so you can prep for your next meeting, draft the follow-up email, and quickly find the answers you need without leaving the chat.

Ask a question and get a real answer, grounded in your live Attio workspace. Need to write a personalized outreach email, summarize what happened on a call, or research an account before a meeting? ChatGPT pulls the context straight from Attio and writes alongside you.

Because ChatGPT works with your live data, every answer reflects your actual workspace, not a stale export. And because your Attio permissions carry over, ChatGPT only ever sees what you can see.

Once connected, ChatGPT can:

• Research accounts and contacts, like "Tell me everything we know about Stripe and who our main contacts are there."
• Draft personalized outreach, like "Write a follow-up email to Sarah at Notion based on our last meeting notes."
• Summarize calls and meetings, like "Summarize the key points from my last three discovery calls with Acme Corp."
• Prep for meetings, like "Give me a brief on Linear before my call tomorrow, including recent activity and open opportunities."
• Search your pipeline, like "Which Series B companies in our pipeline are based in New York?"
• Log notes and tasks, like "Add a note to Acme Corp saying they're interested in enterprise pricing, and create a follow-up task for next Tuesday."
• Surface insights from calls, like "What pricing objections have come up in my recent call recordings?"

From this page:

1. Click Install to go to the ChatGPT connector. (you need to be logged in to ChatGPT)
2. Click Connect.
3. Click Sign in with Attio. Login with Attio if not already logged in.
4. You will be redirected to Attio. Login with Attio if not already logged in.
5. Select your workspace and click Confirm.
6. You can now use Attio in ChatGPT.

From ChatGPT:

1. Go to Apps.
2. Search for Attio and open it.
3. Click Connect.
4. Click Sign in with Attio.
5. You will be redirected to Attio. Login with Attio if not already logged in.
6. Select your workspace and click Confirm.
7. You can now use Attio in ChatGPT.