Calendar syncing 

Sync your calendar with Attio to view today's appointments, track events in lists, and link them to your notes. Records will also be automatically created for the people and companies you meet with. Learn more about automatic record creation.

Syncing your calendar

  • In the dropdown beside your workspace name, head to Account Settings
  • Select the Email & Calendar tab
  • Click Connect Account
  • Grant Attio access to your calendar
Note: Calendar events that are set as private in Google or Outlook will not sync to Attio.

Events in search

See today's events in the quick search window, RSVP directly from Attio, and create a meeting note in seconds.

When you open quick search with cmd/ctrl + k you'll see today's appointments under Suggestions. You can RSVP or change your response directly from the quick search window.

Under Participants you'll see who's invited and their response via the colored circles beside their name; green (yes), purple (tentative), or red (no).

Close-up of the quick action window that appears when cmd + k is pressed anywhere in Attio. A sumamry of upcoming calendar events is shown, including attendees, your editable RSVP response, a link to the video call, and notes.
See a snapshot of your calendar events with cmd + k - edit your RSVP and create notes from here too

Create a note linked to your event by selecting an event and clicking Create note. Choose a record and create your note - you can find your new note on the record's profile under the Notes tab.

Create a note linked to your event by selecting an event and clicking  Create note. Choose a record and create your note - you can find your new note on the record's profile under the Notes tab.

Events in notes

You can add past and future events to notes.

  • Hit the n key to create a new note or open the Notes tab in your sidebar to find an existing one
  • Click Add event beneath the note title in the editor
  • Select the event you'd like to link your note to
The note editor in Attio - the cursor is hovering over the option to link the note a calendar event.
Click Add event in a note to connect a past or future calendar event

Event attributes

Track events from within your Attio list using event attributes. Event attribute types include:

  • Last meeting: date of your last calendar event
  • Last meeting with: member who organized the last calendar event
  • Next meeting: date of your next calendar event
  • Next meeting with: member who organized the next calendar event

To see event attributes (and other communication intelligence data) in your view, head to View settings in the top right of your view and pick + Add column from the dropdown. Search or scroll to Company attributes/People attributes to find and select the attribute.

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