Overview
Swan is a GTM AI agent that helps teams automate outreach sequences, data enrichment, and CRM updates. Connect Attio to Swan to find, create, and update people, companies, and other records using information from tools such as Gong, HubSpot, Apollo, HeyReach, and Slack.
Swan can create Attio lists and manage their entries, read and create notes on records, and post comments on records, list entries, or existing threads. When asked, Swan can also add select options or statuses to existing object and list fields.
Use Swan through its chat UI or Slack, or run automations on a schedule or when Attio events occur. For example, when a person is created or updated, Swan can enrich the record and sync the results back to Attio.
How it works
Swan is a GTM AI agent that helps teams keep Attio accurate and automate sales workflows. Connect Attio to Swan to find, create, enrich, and update people, companies, and other records using information from tools such as Gong, HubSpot, Apollo, HeyReach, and Slack.
Use Swan in chat or Slack to ask questions about your CRM and make updates in plain language. Swan can create Attio lists, add or update list entries, read and create notes on records, and post comments on records, list entries, or existing threads. When you ask it to, Swan can also add a new select option or status to an existing Attio object or list field.
You can run these workflows on a schedule or in response to events. For example, when a person is created or updated in Attio, Swan can enrich the record and write the results back. Automations can also respond to new notes, tasks, and list entries.
Configure
- You'll need a trial or an active Swan subscription
- Go to agent.getswan.com/tools
- Find Attio and click its card
- You'll be redirected to an OAuth flow in Attio
- That's it, you'll be redirected back to Swan when the auth flow is finished