Getting Started

Understanding records 

A record is a person or a company in your Attio workspace. Records are created when you sync your email, or can be manually added by you and your team. They contain dozens of data points for a person or company such as contact details, company descriptions, insights about your team’s email correspondence with them, and lots more.

You can see a list of every person and company record in your workspace in the sidebar when you click Companies or People.

 A typical table view in Attio showing a list of company records with some attributes.
A record is a person or a company in your Attio workspace

Now we'll look at lists and how to use them.

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