Working in Attio

Discover how Attio powers daily work for AEs, CSMs, and GTM teams with connected data, automation, and reporting.

What you will learn

AE workflows and lead management
Leverage AI fit scoring, deal history, and call recording to help AEs research, prioritize, and act on opportunities.
Automate deal routing
See how workflows triage signups, route high-value leads to sales, and send self-serve users to marketing nurture.
Build team-specific lists and reports
Create custom views for onboarding, deals, or signups, plus track pipeline health and conversion rates in real-time.