Attio glossary
This glossary explains the key terms and concepts in Attio.
Workspace
A workspace is the account that holds all lists, records, emails, and other data for you and your team. You can be a member of multiple workspaces, but each has its own subscription and data.
Members
Members are the users in your workspace who can view and take actions in Attio.
Objects
Objects are structures that hold a specific type of record, along with the attributes and values for those records. 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 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 are built-in and come with a set of attributes. People, Companies, Deals, Users, and Workspaces are Attio’s standard objects.
Custom objects are created by workspace admins to hold data that doesn’t fit within standard objects.
Records
Records contain information about a specific item or entity within an object. A specific person or company are both examples of records in Attio.
Records are created when you sync your email, or they can be manually added by you and your team. You can think of a record as a row in a spreadsheet.
All records pages
An all records page displays every record for a specific object in your workspace. For example, the Companies page holds all company records, including those not added to any lists. All records pages are found in the sidebar under Records.
Attributes
Attributes are data points that describe your records. Attio has built-in attributes that are automatically enriched, and you can also create your own custom attributes.
Example attributes include Email addresses, Primary location, Description, and LinkedIn.
You can think of an attribute as a column in a spreadsheet.
Lists
Lists represent workflows or projects and hold the records and attributes relevant to them. For example, a “Customer Success” list could contain customers and list attributes such as "Customer health" and "Primary CSM", while a “Recruiting” list could hold job candidates and list attributes such as "Hiring manager" and "Potential start date".
List entries
A list entry is an instance of a record within a list, with values for list-specific attributes.
For example, if a person applies for two different roles, they appear twice in a Recruiting list: once for each application. Both entries point to the same person record but can have different values for attributes like "Role" or "Hiring manager rating".
In table view, each row is a list entry. In kanban view, each card is a list entry.
Views
Views let you customize how records and attributes are displayed. Each view can have its own filters and sorting.
Table view
Table views display records and attributes in a spreadsheet-like table of rows and columns. The columns are the attributes, and the rows are the records or list entries.
Kanban view
Kanban views display stages of a status attribute as columns, with each record or list entry shown as a card that can be moved between the stages as it moves through your process or workflow.
Enriched data
Enriched data is information that Attio automatically adds to your records, such as domains, emails, descriptions, categories, and social media links. In table view, enriched cells have a light purple background.
Templates
Templates let you create something new with pre-filled information so you don’t have to start from scratch.
List templates are built-in and pre-populate attributes and views for a use case.
Email templates save formatting, variables, and copy for reuse when sending emails.
Note templates save structures and content you commonly use, such as for meetings, sales calls, or interviews.
Reports
Reports are customizable charts that let you organize and visualize data from lists and records.
Examples include bar, line, pie, and funnel charts, or maps showing location data.
Dashboards
Dashboards group reports together, usually around a topic or project. You can set access levels for other members and choose how reports are laid out.