Changelog

You can now create status attributes and kanban views for the People and Companies objects, enabling you to track your pipelines on the object-level.

This means you can monitor the status of a record across all object and list views, ensuring your data is consistent across your workspace.

For example, you could create a "Customer Lifecycle" status attribute on the Companies object to track each customer's journey, giving you visibility across all company views.

You can also leverage status attributes in reports for instant insight into your customer lifecycle. Simply build a Time in stage report and select the relevant attribute to visualize the time spent at different stages.

For more information on how to configure status attributes, see our help center.

We've just shipped a new Exit from sequence workflow block.

This means you can now automatically exit a record from any email sequence, ensuring you target the right people at the right time, with the right message.

For example, if you're running a sequence to nurture users on a free trial, you can now build a workflow to automatically exit users from the sequence when they convert to a paid subscription.

To learn how to automate your email sequences with Attio, check out our help center.

Open Attio, and you’ll find a brand new in-app help drawer, populated with content directly relevant to the page you’re currently viewing.

For example, if you open the help drawer while editing a workflow, you’ll see suggested articles and videos about using workflows.

We’ve also added a new search bar to the help drawer, so you can quickly locate all the resources you need.

Click an email address anywhere in Attio, and we now automatically open our in-app email composer.

This means you can now create drafts and manage correspondence directly within Attio, without disrupting your workflows.

To start composing an email, just click an email address from anywhere in your workspace.

Our partners have shipped a number of new integrations to help you further extend Attio’s functionality.

• Whalesync lets you connect Attio to spreadsheets like Airtable, Notion, and Google Sheets. With real-time, two-way sync, you can edit objects in Attio directly from your spreadsheets, and vice versa — no code required.

• All-in-one revenue solution Salesbricks makes it easy to quote, close, and manage deals. By integrating Salesbricks with Attio, you can ensure your billing and revenue data is constantly up-to-date.

• SyncPenguin is a two-way data sync platform which enables you to sync contact data from Attio with other tools in your stack, ensuring total data consistency.

• AI-powered automations tool Cargo helps you orchestrate your business operations by connecting Attio to other tools in your stack.

• Launched a new Attio Expert Partner Directory, so you can hire trusted specialists to help build and scale your business on Attio.

• On deletion of a person record, we now automatically exit the person from any sequences they were enrolled in.

• Right click on any list attribute and you can now View edit history, making it easy to understand how your data has changed.

• With our new API you can now override attribute values on multi-select attributes when updating records by record ID.

• Refreshed the platform with pixel-perfect iconography.

• Improved navigation from the workspaces page with refreshed designs, upgraded search, and new ⌘ + click / ⌘ + Enter shortcuts to open workspaces in a separate tab.

• Get even more insight into your people records with our expanded enrichment capabilities.

We’ve just added a brand new AI composer to Sequences, so you can easily build personalized emails which improve your engagement and conversion rates by leveraging individual customer context. Simply provide a prompt and leave AI to generate a unique message for each recipient.

Every prompt you create in the AI composer will automatically understand the context of each recipient’s record and relationships, and can be shaped further by incorporating specific variables.

For example, you could write a prompt to “Mention that we’ve helped other companies in {Company > Industry}.”

Each piece of AI content will also leverage the context of all surrounding email content, ensuring that all generated text is fully comprehensive, and fits seamlessly into the flow of the rest of your email.

To get started, just click the sparkle icon, or type /ai.

We’ve been shipping further improvements to Sequences to give you even more control over your email automation.

Click Enroll recipients, and you’ll find a brand new enrollment preview. This makes it easy to review all the key information about each instance of a sequence in a single window before sending.

You can also now enroll records into sequences from the mobile app, making it easy to add people to sequences on the go. Just open any person record and click … > Enroll in Sequence.

The Settings page has been updated with refreshed designs and the ability to select a specific signature for each sequence.

We’ve added a new Enrolled successfully output to the Enroll in sequence workflow block, which can be used in subsequent workflow blocks.

You can also now duplicate and add attachments to your sequences.

Our partners have built a number of new integrations across the platform, so you can extend the functionality of Attio even further.

The new Pipedream integration makes it easy to build and run workflows with the Attio API. Choose from thousands of pre-configured actions and triggers across 2,400+ different apps, or write custom code to quickly build your own integration.

Channeled is a communications management platform. Using Channeled you can connect companies in Attio to channels in Slack, giving you complete oversight over your customer interactions.

Billing operations platform Maple helps you streamline and automate your revenue workflows. Integrating Maple with Attio makes it easy to spin up and manage contracts for your contacts in Attio.

Allô is an AI-powered business phone, designed to consolidate your business communication in a single platform. By connecting to Allô, you can automatically sync contacts, log calls, and capture important call details in Attio.

• No more data inconsistencies: we now automatically check for duplicate entries when adding multiple records to a list.

• As an admin you can now customize your sidebar by dragging and dropping records into any order.

• Our new list of use cases helps you personalize your workspace from the outset, making it easier than ever to onboard to Attio.

• Improved your email deliverability and outbox visibility by streamlining individual and mass-send emails into the same scheduling system as Sequences.

• We now automatically populate Location for people and company records when using the browser extension with LinkedIn.

• Seamlessly navigate table and kanban views with our newly polished designs.

• Start building new systems at the click of a button with our refreshed and standardized empty states.

• Toggle between your Attio workspaces with ease using our new simplified and searchable workspace menu.

• Discover more integrations than ever in our newly updated Integrations settings page.