Phano

Phano is the composite AI for Customer Success and Account Management teams.

Every morning it diagnoses each of your accounts, the risk to defend, the expansion to chase, and the one action that matters most, then delivers the result where your team already works.

It also covers the full meeting cycle: a brief before, structured notes during, a recap written back to the account, and a follow-up email after.

Connect Attio and Phano turns your records into a daily, prioritized worklist, with the reasoning written onto every company.

Phano reads from Attio: companies, people, deals, notes and tasks.

It runs a composite diagnostic on every account, combining six complementary AI techniques across four specialized agents (Defense, Expansion, Strategy and Field), calibrated on your own data.

The result is written back to each Attio company record in dedicated fields (phase, health score, severity, priority action, confidence, diagnostic link and last updated) plus a structured note, so your team can filter, sort and act without leaving Attio.

Meeting Intelligence adds a pre-meeting brief, live notes and assistant, a structured recap written to the record, and a ready-to-send follow-up email.

Beyond Attio, Phano also delivers to Slack, Microsoft Teams, email and a signed webhook, and exposes a REST API and an MCP server to query your account intelligence from your own tools.

1. Create your Phano account (no credit card required).

2. In Phano, open Data sources and connect Attio in one click (OAuth).

3. Phano imports your accounts, contacts and deals from Attio and runs the first diagnostic the same day.

4. Each morning, Phano delivers the account to save, re-engage or grow — in your tools (email, Slack, Teams, CRM, webhook) — and writes a diagnostic note plus updated fields back on each Attio record.

Phano offers a 30-day free trial (no credit card, up to 500 accounts) and a paid Standard plan.

Phano requests only the access it needs: read your records, write the diagnostic fields and notes back, and resolve account owners. Access tokens are held securely and never exposed.