Changelog

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.

We’ve just shipped custom templates for record and list entry creation. This means when creating a record or adding a record to a list, you can now fully customize which attributes are shown, and the order in which they appear.

You can create as many templates as you like from the settings page of any object or list. Your templates are then immediately available when creating a new record or list entry, making it easy to switch between different entry forms for different use cases.

For example, you could create a “MEDDIC” template for the Deal object to ensure your sales team inputs all the data you need to qualify leads.

You could also build a “Conference attendee” form, so you can rapidly add details of people you meet in-person to a list from the mobile app.

For more information, check out our help center.

Attio already automatically captures all your email and calendar events. For interactions that happen elsewhere, you can now log calls and in-person meetings as well.

You can populate each activity with further details, including a Title, Summary, Host, Participants, Date and time, and more. We also automatically detect if you’re reaching out or being contacted, ensuring you have all the data you need about every interaction.

We’ve also added communications intelligence support for both new activity types, so you can now use call and in-person interaction data across all of your tables, reporting, and workflows.

To learn more about adding record activities, check out our help center.

Our partners have shipped a number of new integrations with Attio this month.

Fireflies is a call recording tool which automatically captures and summarizes your meetings. Integrating with Fireflies makes it easy to sync your meeting data into Attio, ensuring your records and tasks are up-to-date.

AI meeting agent Spinach AI automatically summarizes your meetings and updates your notes in Attio, ensuring your team always has the latest insights about any record.

Ply is a software augmentation platform which enables you to build custom features into your other apps, such as Gmail and Intercom. By connecting Ply and Attio you can easily extend Attio’s functionality to other tools in your stack, no coding required.

• Keep any sensitive data private by using our Protected Recipients settings to hide email and calendar events associated with specific domains or email addresses. This means you can now block any internal-only communication from appearing within Attio, even if it’s between team members without an Attio account.

• View your email attachments more quickly, and handle multiple access requests at once with our updated email preview.

• You can now duplicate and move reports between dashboards in a single click.

• Our new full-size stacked dialogs make it easy to work with nested forms, and to access all of your Company and Person attributes when creating new records.

• Always retrieve the correct Domain from LinkedIn with our Chrome browser extension, even if it’s concealed behind a URL shortener.

• Access your data on the go faster than ever, with significant performance improvements to our mobile app.

We’ve just shipped support for images in notes! This means you can now add images to any note or note template, so you can keep all the context you need about a record in a single place.

For example, if you were running an onboarding call with a customer, you could attach screenshots of any issues or questions they flag about their current set-up.

You can also add captions to any image, and resize, realign, and rearrange it however you like.

Our Chrome browser extension now integrates with three new platforms: Google Meet, LinkedIn Sales Navigator, and X.

Open the browser extension on a Google Meet call and it will instantly surface all people invited to the corresponding calendar event. It also automatically pulls participant’s names into the sidebar, so you can quickly add, view, and update records for anyone you are meeting with.

With our new Sales Navigator and X integrations, you can now leverage the power of Attio across even more platforms where you engage with customers. Whether you’re following up with a lead in Sales Navigator or responding to a customer tweet on X, just click an Open in Attio button to instantly update your CRM with all the relevant context.

To start using these new features, simply update your extension to version 6.1.0.