Getting Started

Attio glossary 

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.

Learn more about records.

A single company record, Slack, shown with some attributes in a table view


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.

Learn more about attributes.

A close-up of the details section of an example record page. This section of the profile shows useful insights about the company such as its domain, location, estimated ARR, company size, and more. This data is automatically added to your records by Attio.


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.

A typical table view in Attio, one of the ways to display your lists. Records are shown in a spreadsheet style, with each cell representing a different deal in a sales process

Enriched data

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.

Learn more about enriched data.

Columns in a table view showing enriched attributes and data for Description, ARR, City, and Twitter handles


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, 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.

Learn more about 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.

Learn more about views.

The cursor hovers over a dropdown showing the options when creating a new view: table, kanban, and dashboard view.

Table view

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.

Learn more about table views.

Table view of a list of companies involved in a Sales process showing columns with Owner and Sales stage

Kanban view

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.

Learn more about kanban views.

A typical kanban view in Attio, one of the ways to display a list. This example shows list entries in various stages of a sales pipeline.


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.

Learn more about reports.


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.

Learn more about dashboards.

Sales Dashboard showing multiple reports including single metric and bar charts


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.

General workspace settings page showing options to update workspace name and logo


Members are the people or users in your workspace who can view and take actions inside Attio.

Learn more about managing members.

Members page in workspace settings showing two active members and the option to invite new members

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