Changelog

Enrich, orchestrate, and act on your data.

Clay's native Attio integration lets you pull records directly into Clay tables, enrich and orchestrate data in Clay, then write updates back to Attio automatically.

Use it for inbound lead enrichment the moment a signup hits your CRM, automated outbound prospecting triggered by signals, or keeping records current without manual updates.

Learn more about the Attio actions in Clay and how to set up the integration.

Get richer, more reliable data across your workspace with our upgraded AI attribute: Web research agent.

The new Web research agent responds with confidence ratings, detailed reasoning, and full citations. See exactly how Attio found an answer, and stay confident in every result.

We’ve also added bulk enrichment, refined colors, improved loading states, and more.

Learn more in our Help Center.

Attio is now a pre-configured MCP connection in Notion Custom Agents — so agents in Notion can read from and write to your CRM directly.

Get started with:

• Customer Insights agent: Analyze product feedback and signals from Attio data to surface actionable insights for EPD teams in Notion.

• Sales Intelligence agent: Pull deal context, contact history, and pipeline activity to create a comprehensive report of sales insights and account health.

Agents work across Attio and Notion: they can take action in both, and draw context from either.

Check them out in the Notion marketplace.

Ask Attio keeps getting better. Here's what's new:

• Share custom prompts with users, teams, or your whole workspace from the Ask Attio settings page.

• See your custom prompts as chat suggestions on Ask Attio-enabled pages, tailored to what you're currently viewing.

• Surface inline meeting links in responses. Hover for details, or jump straight to the recording.

• Highlight any part of a call recording transcript to start an Ask Attio chat from that moment.

• Resize the Ask Attio chat panel to give it as much or as little screen space as you need.

• Ask Attio responses now copy to your clipboard with formatting intact.

• Know which Ask Attio credit costs are final and which are still calculating — our new status indicator shows you in real time.

Find out more about using Ask Attio in our Help Center.

Query, upload, and delete files across your workspace via API.

The List files endpoint returns internal files, externally connected files, and folders. Filter by object, record, storage provider, or parent folder.

Use it to sync files to external storage, automate document workflows, or build custom file management into your product.

Find out more in our developer docs.

Over 10 new apps just landed in the Attio app store. Here are some of our favorites:

• Obvious: Ask questions about your pipeline, build reports, and update records using AI agents.

• Solvimon: Connect billing to Attio and get instant visibility into subscriptions, usage, and revenue across every customer.

• Bound: Turn your CRM data into FX projections so you can see currency exposure and plan hedging early.

To view and install all apps, see our App store.

• Attio is now available in Raycast — install the MCP server, configure mcp.attio.com/mcp, and tag @attio to get started.

• Stop outbox emails before they send — cancel a single message or clear the queue entirely, without contacting support.

• Add images to emails across Single Send, Mass Send, Templates, and Signatures — use the toolbar or type / in the editor to upload.

• Add descriptions to individual reports, not just dashboards — hover the info icon to preview, or edit inline alongside the title.

• Tap and long-press widgets on mobile record pages to copy, call, message, and more — actions adapt to each field. Plus, tap any link in a mobile text attribute to open it instantly.

• Hide Attio branding in the Call Recorder from Settings > Workspace — available on Pro and Enterprise plans.

• Download more of your data in one go. Workspace exports now include users, deals, workspaces, and custom objects.

• Never lose your place. Call recordings now auto-pin when you navigate away mid-playback.

Search through records, calls, emails, and conversation history in seconds.

DM or mention Attio in a channel, and ask anything about your customers and deals without leaving where you already work.

Find out more on using Attio in Slack in our Help Center.

We shipped Ask Attio to change how you work with your CRM.

This update takes it even further:

• Ask Attio is now powered by Claude Sonnet 4.6 and Gemini 3.1 Pro.

• Live prompt suggestions: Recap what you missed or clarify key points before a call ends.

• Richer responses: Inline data tables and compact record links directly in chat.

• Web source: Hover over the Searched web icon to see which sources informed an answer.

• List queries: Search lists, check list membership, and filter by list attributes in Ask Attio.

• Regenerate on demand: Use the Try again button to get a more detailed response, a more concise one, or give your own instructions.

• Favorite chats: Pin Ask Attio conversations to jump back in instantly.

• Personal Settings: Set Ask Attio's privacy behavior, choose a default model variant, and track your credit usage from Personal Settings.

Find out more.

Keep contracts, decks, and documents where they belong — on the record.

The files tab is now available on all object types, including deals and custom objects.

Venture partners can store signed term sheets and due diligence docs on a deal, while sales teams can attach proposals or NDAs to each opportunity.

Add the files tab via Configure Record Page, or find it included by default on new objects.

We've also refreshed the UI and rebuilt the backend for improved reliability.

Learn more in our Help Center.