Whether you're working alone or with a team, Attio is built to bring clarity to your workflow and your network.
With real-time updates, shared networks, and @mentions throughout the platform - Attio makes collaboration easy.
You can invite your team to your workspace as workspace admins or members.
Throughout Attio, you can share your data with your entire team, or just those that need it.
A collection is a database of contacts specific to a workflow and all the relevant data you track around them. Share collections with your workspace or certain members of your team.
There are four different levels a collection can be shared on:
When you sync your inbox with Attio all of your emails are pulled into your workspace, organized by contact. You can always view your own emails but they're not shared with any other member by default.
In this example, I've shared a single email with the company Our World in Data with everyone in my workspace. I then share all emails with Our World in Data with one member of my team.
Several members of your team can view and edit shared content on Attio at the same time. Thanks to real-time updates, you'll always be working on the latest version of each page.
Assign tasks, start conversations, and mention teammates to pull their attention to the right place throughout the platform.
You can @mention other members of your team in notes, tasks, and comments making sure nothing falls through the cracks.
We've walked through all the ways Attio makes collaborating with your team easier. In our next guide we'll be focusing on how you can integrate your other tools with Attio and automate your day-to-day tasks.