Create and view records
Learn all about creating and understanding records in Attio.
A record in Attio contains information about a specific item or entity. A specific person or a specific company are the most common examples of records in Attio.
When you sync your email account with Attio, records are automatically created using data from your inbox. Learn more about automatic record creation. You and your team can also manually create records in your workspace.
Create new records
To quickly create a new record in your workspace, use cmd/ctrl + k to open Quick actions, then click Add [object].
Alternatively, click the + icon in the header of the first column in an all records view. Just navigate to Companies, People, or the relevant all records page in the sidebar.
Note: To customize which attributes are shown when creating a new record, see Create templates (available on Pro and Enterprise plans).
Note that, while not required, adding domains for companies or email addresses for people is strongly recommended. Attio must have domains for companies and email addresses for people in order to check for and prevent duplicate records, provide automatic enriched data, automatically link person records to company records whenever a person's email domain matches a company's domain, show emails and calendar events on a record page, and populate data for communication intelligence attributes.
Along with the option to manually create records, records are automatically created when you sync your email and calendar. If you don't want to sync your email account, records can also be created using our email forwarding feature.
View all your records
In your sidebar under Records, you will find your all records pages, such as Companies and People. Each all records page contains every record for that object in your workspace. For example, on the Companies page you'll find every company record in your workspace, and on the People page you'll find all people records.
Like in Lists, you can create new table views and apply filters and sorts. You can also add or remove attributes from your view. When selecting a view from within an all records page, click the ⋮ icon and then Add to favorites to save it as a favorite in your sidebar. Learn more about views.
To export data, click the Export button in the upper-right corner. You can't import directly into all records pages. Instead, start your import from the list you'd like to import records into (create a new list first if needed). Your newly imported records will then appear on the all records page, as well.
Bulk select records by clicking the checkmarks next to the records, or select all records at once using the checkbox in the header row. With multiple records selected, you can:
Add the records to a list by clicking Add to list
Delete records by clicking More and then Delete records
Send an email (only an option if you have selected people) by clicking Send email
Note: If you don't see a list you're looking to add records to, consider whether you are trying to add records to a list holding a different object. For example, you won't be able to add a person to a list of companies.
To create a brand new list with your selected records, you’ll first need to create the new list using the + beside Lists in the sidebar.
Favorite records
If there are specific records you want to save to your Favorites in the sidebar, you can open the record page and click the star in the top left of the record page to save it as a favorite, or from any view of records, hover over the record name and click the star to save it as a favorite. Note that your favorites are only visible to you. Learn more about Favorites.
Record pages
Record pages are profiles for each record in your network. You'll find them when you click on the name of a record in your workspace. For person and company records you'll find enriched data, email interactions, files (including third party cloud storage), and notes for your record.
Keep in mind, workspace admins can configure record pages to change which data is shown and how it is displayed, so your record pages may not look the same or have all the same data as described here.
Record page tabs
The default tabs on company and person record pages are:
Activity - a timeline of activity involving the record, including calendar events, manually added activities, attribute updates, notes, additions to lists, and record creation details
Emails - Attio automatically captures your team's interactions with your records. Learn more about sharing emails
Files - you can sync your third-party cloud storage provider (like Dropbox or Drive) or directly upload files from your device
Notes - capture ideas, share notes, and collaborate with your team
Team (for company records), Company (for people records), or other relationship attributes - shows information about the record(s) that are connected to the record you are viewing
Tasks - create, assign, and track tasks associated with each record
Record Activity
On each record page you'll find an activity timeline that tracks useful insights including:
When your team first corresponded with the record
When the record was added to a list plus any updates made since
Any notes created by you and your team
Team, Company, and relationship attribute tabs
People records can have a Companies tab, and company records can have a Team tab. Admins can also add tabs for other relationship attributes.
Attio will automatically enrich companies and teams for records where possible, and you can also add or update people's company or companies' team members.
To update a person record's company, open the Companies tab and click + Update current company. Search for and select the company you'd like to update it to. To remove the current company, select the ⋮ icon on their current company and choose Remove company.
Attio may display other Relevant Companies based on the person's email addresses, and you can also select one of those to update the person's current company.
To add team members on a company record, open the Team tab and click + Add person, then search for and select the person you want to add. You can also remove a person from a company's team by selecting the ⋮ icon to the right of the person and then Remove from team.
Note: If you update a person's Company, that person will automatically be added to the company's Team. Likewise, if you add or remove a person to a company's Team, the person's Company will be updated.
You can also update people's Job title from the Companies and Team tabs of records, and this can be surfaced in views of people records and used for filtering and sorting like any other attribute.
Record details
On the right side of a record page you'll find Record details, a breakdown of useful data points. For companies and people records, you can see attributes included here that Attio auto-enriches with carefully sourced data such as contact details, location, and social media links. Learn more about enriched data.
You can also customize which attributes are shown here and their order or add additional sections by configuring record pages.
View the history of edits made to any attribute including who or what updated it by right-clicking an attribute value and selecting View edit history.
Note: If a person record has multiple email addresses under Record details, you can reorder them to list the primary email first. That way, when you send an email to the person from Attio, it will default to their primary email. To do this, click into the Email address field and drag and drop the ::: icons to change the order.
Lists summary
In the bottom right corner of your record page you'll find a window telling you which lists contain your record, along with some handy, editable attribute info. You can add comments for your team from here too.
To quickly add a record to a list from a record page, use the keyboard shortcut e and select the list you want to add it to. Or, click Add to List in the top right corner of the record page.