New to Attio? Here are some terms to get familiar with as you learn how to use Attio:
A record in Attio contains information about a specific item or entity. A specific person or a specific company are both examples of records in Attio.
Records are created when you sync your email, or can be manually added by you and your team. You can see a list of every person and company record in your workspace in the sidebar when you click Companies or People.
You can think of a record as being like a single row in a spreadsheet.
Attributes hold data or details about your records. Attio has built-in attributes that are automatically enriched, and you can also create your own attributes for custom data points you want to track. Some examples of attributes are Email, Location, Description, and LinkedIn.
You can think of an attribute as a column in a spreadsheet.
A list represents a specific workflow or project, and it holds the records and attributes that are relevant to that workflow or project. For example, a “Deal Flow” list could contain sales leads, or a “Recruiting” list could hold candidates for your hiring process. Learn more about lists.
Attio automatically adds data to your records for you, referred to as enriched data. For example, Attio will automatically enrich domains, emails, descriptions, categories, and social media attributes, among many other attributes, for your people and companies records. In table views, you can identify data has been enriched when the cells are lilac in color.
Objects are structures holding a specific type of record, like a category of record. Along with records, objects also hold record attributes and their values. You can think of an object as a table in a spreadsheet.
For example, Companies and People in Attio are both objects. The Company object in Attio holds company records like Google, along with company attributes like domain, city, and estimated ARR, and attribute values like google.com, Mountain View, and $10B+.
Standard objects in Attio are objects that are built-in and come with a set of attributes. People, Companies, and Deals are Attio’s standard objects.
Custom objects in Attio are objects that are not built-in, but can be created and customized by members of your workspace to hold data that doesn’t fit within standard objects.
Views allow you to customize the way you display your records and attributes. Each view can have its own unique filters and sort settings.
A table view displays your records and attributes in the form of a spreadsheet table with columns and rows. The columns are the attributes, and the rows are the records.
A kanban is a type of view available in lists that displays stages of a status attribute as columns, and each record has its own card that can be moved between the stages as it moves through your process or workflow.
Templates allow you to create something new, but with some information already filled in so that you don’t need to start from scratch. There are a few different types of templates in Attio:
- List templates are built-in by Attio and can be used when creating a new list. When you use a list template, attributes and views are pre-populated for you based on a specific use case
- Email templates can be created by any member to save formatting, variables, and copy that you or other members of your workspace can re-use when sending emails
- Note templates allow you to save note structures and content that you commonly use, and can be applied to new notes for things like recurring meetings, sales calls, or interviews
Reports are highly customizable charts that allow you to organize and visualize your data from lists and records in different ways. For example, you can create a report with a bar, line, or pie chart. Or a report could be a map showing list or record location data. You can also create funnel chart reports to see the progression of your records through different stages of a pipeline.
Dashboards are groupings of reports, usually based on a specific topic or project. You can decide what level of access you want other members of your workspace to have to dashboards, and you can configure the way reports are laid out on a dashboard.
A workspace is the overall account that holds all lists, records, emails, and other data added to Attio by you and your team members. It is possible to be a member of more than one workspace, but each workspace will have its own subscription, and data is not shared between workspaces.
Members are the people or users in your workspace who can view and take actions inside Attio.
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