Sales Brief

Sales Brief is a lightweight daily digest designed for sales reps who want to stay on top of their sales metrics without wasting time digging through reports and dashboards. Sales Brief connects directly to your Attio account and delivers a clear, focused snapshot of your performance every morning.

Once connected, the integration streamlines your sales data workflow by eliminating manual dashboard navigation. You select the specific metrics that matter most to your sales process, and the system automatically delivers this data to you daily.

1. In Attio, navigate to your workspace settings and go to Apps.
2. Search for and select Salesbrief, then click Install.
3. Review the permissions Salesbrief is requesting.
4. Click Confirm to authorize the connection.