Slack

Connect Attio to Slack and bring your AI CRM wherever your team works. Ask Attio anything — research accounts, review pipeline, surface customer insights — directly from a DM or channel mention. Set up automated notifications for updates like closed deals or new signups, and post interactive actions so your team can trigger follow-up workflows in Slack.

Ask Attio in Slack

• Ask Attio with a DM or mention @attio in a channel.
• Run account research across your records, emails, notes, and connected tools — and find exactly what you need in seconds.
• Review deals and check pipeline health, so you know where things stand and where to act.
• Surface customer insights from calls, emails, and past conversations.

Automate workflows

• Send notifications for updates, like deals closing or new signups, to Slack channels.
• Post interactive actions so teammates can kick off follow-up workflows from Slack.

In Attio, go to Workspace settings, select Apps and integrations from the sidebar, then search for and connect Slack. Choose your Slack workspace and click Allow to complete the setup.

Once connected, tag @attio to any channel or DM in Slack to Ask Attio. The app for Slack can only view basic information for channels it's invited to and cannot read existing messages.

Learn more about using the app for Slack here.