1. What is Attio?
Attio is a new paradigm for CRM - built on top of live customer data, Attio is powerful, intuitive, and easy to use. Whether you’re building a pipeline for new sales leads or tracking candidates through your hiring process, Attio brings clarity to your data set.
You can turn chaotic databases into intelligent workflows, power up your contacts with new, enriched data points, and collaborate with your entire team in real-time. Attio is primarily a web app, but is also available as a powerful mobile app for iOS and Android and Chrome extension.
2. Navigating your workspace
Take a quick tour of your Attio workspace - you’ll know your way around in no time. We’ll start with the sidebar; home to your Activity, Tasks, Notes, and more.
Using the sidebar
In this section, we’ll talk about how to navigate the sidebar.
The Activity tab is where you'll find notifications like comments you've been mentioned in, emails you've been granted access to, tasks you've been assigned, and more.
The Requests tab is where you’ll manage requests from other users to access certain emails.
In Tasks, you'll see the status of any tasks assigned to you, as well as tasks you’ve assigned to others.
Try it out: create a new task - set a due date using natural language, and assign your task to a teammate!
Notes is where you'll find all your team’s notes, as well as any note templates you and your team have created (learn more about note templates). Click + Create note to open a new note - you'll be prompted to choose a contact to attach your note to.
Next, you'll see the note editor, where you can compose and format your note. Highlight your note text to see all formatting options such as headers, bullets, numbered lists, and more. You can tag your team members or your workspace records with the @ key, and link your notes to calendar events using Add event.
Notes can be pinned to the bottom of your screen with the ↘ icon in the top right of the note editor. You can also create a new note by hitting the n key anywhere in Attio.
Try it out: Create a new note, link a calendar event, and tag a record!
Using cmd + k (quick search/actions)
At the top of your sidebar, you’ll see the search box - you can also bring up the search window with the cmd + k shortcut anywhere in Attio. Use the search window to quickly find anything from people and companies to calendar events and social media handles.
You’ll also find suggestions for Quick Actions - powerful shortcuts that differ depending on where you are in the platform.
Additionally, the search window shows you a helpful snapshot of your calendar events for the day - including participant details and quick-links to video calls.
The sidebar is also where you’ll find your various Attio collections - home to your workflows or projects. We’ll cover collections in the next section.
Attio supports over 30 keyboard shortcuts for commonly used actions. You can use the following keyboard shortcuts anywhere in Attio:
For a full list of Attio’s keyboard shortcuts, hit the ? key anywhere in the platform.
3. Using collections
Collections are fundamental to Attio. They’re home to your workflows or projects such as hiring lists, sales flows, and deal portfolios - you can have as many collections as you like.
Collections are also super customizable - you can choose to visualize your data using different view types (like tables and kanban boards) and use stackable filters to drill down to what’s most important.
In this section, we’ll talk about how to navigate, build, and customize your collections in Attio.
To create a new collection, click the + icon next to Collections in the sidebar. You can then choose to browse from Attio’s ready-made templates or start from scratch.
For this course, we'll choose Select a template. Next, you'll see the template gallery - you can browse collection templates by use case (sales, investing, recruiting, etc) or by goals (lead-tracking, deal flow, hiring freelancers, etc). Choose the Sales template by clicking Use template.
When starting with a template, you'll find a few things already set up for you. Across the top of your table view (we'll cover the different view types a little later) you'll see some pre-made columns such as Owner, Sales Stage, and Priority. These column headers represent your collection attributes and you can edit, remove, or add to these at any time.
Attributes are customizable data points you can add to your entries and track in Attio. For example, you might want to track contract values in US dollars, close confidence shown as a star rating, or projected close dates. Attributes can be brought across from a data import, added manually by you and your team, or automatically populated by Attio's data enrichment.
You can click on an attribute's header cell to rename, sort, or hide it. Scrolling all the way to the right reveals the + icon for adding new attributes.
Try it out: Click in the Sales Stage header cell and change the color of the Prospect stage by using the ▾ icon beside it. From here you can also re-order your options, or choose + Add stage to create a new option.
In Attio, views allow you to see your collection in different ways. You can switch between views, customize them, and apply filters to get the most out of your collection data. The main two view types for collections are table views and kanban views.
Table views resemble a database and are the default view for all new collections. You can track a list of people or companies, with attributes represented by a column. Learn more about table views.
Kanban views are more visual, and let you track cards through the stages of a workflow or process. You can move people or companies through your pipeline with drag-and-drop. Learn more about kanban views.
Dashboard views allow you to visualize your collections data and create customizable reports in a chart style. Learn more about dashboard views.
To create a new view, open the view dropdown beneath your collection name. Select + Create view at the bottom of the dropdown. Next, select the type of view you would like to create.
If you create a kanban view, you’ll be prompted to add a status attribute so that your cards can move between stages.
A record is a person or a company in your Attio workspace. Records are created when you sync your email or are manually added by you and your team. Clicking on an entry in a collection will take you to the profile page of that record. Here you'll find enriched data, email interactions, files (including third party cloud storage), and notes for your record. Learn more about records.
Next, we’ll talk about entries in Attio. An entry is an item in a collection that references a record. An entry might represent a deal, opportunity, candidate, etc. Entries can be a person or company, and are represented as a row in a table view or a card in a kanban view.
You can use the keyboard shortcut e anywhere in Attio to create a new entry, or you can hit cmd + k and add an entry from the quick actions menu. If your entry is a reference to an existing record, you’ll see their name suggested as you begin to type. If the person or company doesn’t already exist as a record in your workspace, you’ll be prompted to add a new record for them.
Try it out: Add some new entries to your collection using the keyboard shortcut e
Collections can also be filtered - a filtered collection only shows data that meets certain criteria, and hides the rest. You can apply multiple filters at once. For example, you might want to see which companies in your collection are based in San Francisco and have a contract value greater than $10,000.
To create a filter, click Add filter on the top left of your view and select the attribute you'd like to filter your records by. Select the condition of your filter (contains/is equal to/is greater than etc) followed by the appropriate value. To remove a filter, hover over it and click the x icon that appears.
4. Collaborate and share with your team
Attio is built for collaboration. Changes you and your team make in Attio are always shown in real-time - so wherever you are in the platform, you’re always looking at the latest version.
If you're a workspace admin, collections can be shared with your entire workspace, or just certain members. To share a collection with another member, click the + icon in the top right corner of your collection. Search for their name and set their access level - access levels determine what members can see and do in your collection. Learn more about collection access.
To share a collection with everyone in your workspace, follow the same steps as above, but use the Workspace access drop-down. Here you can control what everyone in your workspace can see and do.
In this section, we’ll cover how emails are shared with your team in Attio.
By default, anyone in your Attio workspace can see if email correspondence has taken place between your team and a record. For example, someone in your workspace could search for a company (let’s say Stripe), click the Emails tab of their profile, and quickly see who else has previously corresponded with Stripe via email.
By default, your team can only see metadata (participants and timestamps) as well as the email subject line. However, if they want to see the actual content of the emails, they’ll need to request access. You can manage your access requests via the Requests tab in the Activity section of the sidebar.
To request access to an email, you’ll see Request access beneath each email in the Emails tab of a record’s profile.
You can manage your default global permissions for email sharing in your Personal settings. Click on your workspace name and from the dropdown pick Personal settings. Click Email & Calendar, followed by the connected account you wish to manage. Click Mail to expand the section - from here you can choose what other workspace members will see.
Try it out: Request access to an email you don’t currently have access to.
Working with your team
If you’re looking at the same thing as another member, you’ll see their avatar appear in the top corner. You can also @mention your team to notify them that something needs their attention (like a note, a comment, or a task).
To tag a team member hit the @ key and start typing their name - you’ll see a list of options in a dropdown. As well as tagging your team members, you can also use the @ key to mention a company or person record - this won’t notify anyone, but will instead create a quick-link to their record page.
Try it out: Create a new blank note - hit @ and say hello to someone in your team!
So now you know your way around the Attio workspace! You’ve created a collection, added entries, and collaborated with your team. Next up, you'll learn how to import data into your Attio workspace.