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Routine

Routine

Bring Attio tasks into Routine and keep CRM work updated

Install app

Overview

Routine is a work operating system that brings tasks, meetings, and data from the tools you already use into one unified workspace.

With the Attio integration, you can bring your Attio tasks into Routine and manage them alongside the rest of your work. Attio tasks can appear directly in your Routine inbox, helping you keep CRM follow-ups and other work in one place without constantly switching between apps.

Attio data can also be used as context for Routine’s AI features, allowing the Assistant to work with relevant CRM information and supported Attio actions directly from Routine.

Routine also integrates with tools such as GitHub, Salesforce, HubSpot, Slack, and Dropbox, helping you connect fragmented information, cross-reference your work, and maintain a broader view of your projects and relationships.

How it works

Routine allows users to connect their Attio workspace through Membrane and use Attio data across the app. The integration can provide additional context to Routine’s AI features, support automations, and sync relevant data between Attio and Routine.

Configure

To configure the Attio integration:

  1. Open Settings → Integrations in Routine and select Attio.
  2. Click Connect and sign in to your Attio account.
  3. Authorize Routine to access your Attio workspace.
  4. Once connected, return to Routine and choose how you want to use Attio data in the app.

Basic Attio data is available without a Routine Pro plan. A Pro plan is required to use Attio data as context for Routine’s AI features.