Create and view records
Create, organize, and understand records in Attio.
Available on all plans.
Members with write access to an object can create records.
All members can view records.
Records represent the companies, people, deals, workspaces, users, or custom object entities you track, bringing together all related activity and data in one place.
Create new records
There are several ways records can be created in your workspace:
Manually one-by-one from quick actions or views and lists
In bulk via CSV import
With workflow automations
Through integrations
Automatically by syncing your email and calendar
From an Ask Attio chat
By using email forwarding
Include an email for people and a domain for companies when creating records. This helps Attio prevent duplicates, enrich data, and link people and companies automatically.
Note: Members with Read only access to an object cannot create records manually or with CSV imports.
Create a record using quick actions
Use quick actions to create a record from anywhere in your workspace.
Hit
cmd+k(Mac) orctrl+k(Windows) to open Quick actions.Click Add [object].
This creates a new record without needing to navigate to a specific page.
Create a record from a view or list
You can also create records directly from an all records page or list.
Navigate to the relevant all records page or list from the sidebar.
Click the + icon in the first column header, or click + New [Object] or + Add [Object] in the top right.
In lists, + Add [Object] lets you either add an existing record or create a new record and add it to the list.
Note: To customize which attributes are shown when creating a new record, see Create templates (available on Pro and Enterprise plans).
View all your records
In your sidebar under Records, you will find your all records pages, such as Companies and People. Each page contains every record for that object in your workspace.
All records pages let you view, filter, update, and export records for a single object.
From an all records page, you can:
Customize how records are displayed by creating views, applying filters, and sorting data. You can also choose which attributes are visible. Learn more about views.
Save a view by clicking the ⋮ icon and selecting Add to favorites.
Export data by clicking Export in the top right.
Select multiple records using the checkboxes, then add them to a list, run a workflow, send emails, or delete them.
Note: If you don’t see a list as an option, you may be trying to add records to a list that uses a different object. For example, you won’t be able to add a person to a list of companies.
Favorite records
You can save specific records to your sidebar for quick access.
Open a record and click the star in the top left, or hover over a record in a view and click the star next to its name. Favorites are only visible to you.
Record pages
A record page shows all information and activity related to a single record.
To open a record page, click the record name anywhere in your workspace. For people and companies, this includes activity, enriched data, emails, files, including those from connected cloud storage, and notes for your record.
Note: Workspace admins and members with full access can customize record pages, so layouts may vary.
For a video walkthrough of how to customize record pages, see Record Pages in Attio Academy.
Record page actions
In the upper-left of the record page under the record's name, click the buttons to take actions on the record:
Compose email
Add to list
New note
Run workflow
New task
Enroll in sequence (for people)
Other icons may appear for connected Attio apps
The actions can be reordered by configuring the record page.
Record page tabs
Record pages are organized into tabs that group different types of information and activity for each record:
Overview: A summary of recent activity, including emails, tasks, meetings, notes, and files in one place
Activity: A timeline of interactions and updates related to the record
Emails: A view of your team’s email interactions with the record
Files: Files associated with the record, either uploaded directly or synced from connected storage providers
Notes: A space to capture and share notes with your team
Team (company records), Company (person records), or other relationship attributes (records connected to the current record)
Tasks: Tasks linked to the record
Calls: Recorded calls and insights from Call Intelligence
Your workspace may include additional tabs depending on how record pages are configured.
Activity tab
The Activity tab shows a timeline of interactions and updates related to the record.
This includes:
Calendar events
Notes
Attribute updates
List additions and updates
Record creation details
Use this tab to understand how your team has interacted with a record over time.
Relationship tabs
Relationship tabs show how a record is connected to other records through relationship attributes.
Some relationship tabs exist by default for standard objects, such as the connection between people and companies. Additional relationship tabs can be added by admins for standard or custom relationship attributes.
Each relationship tab includes a list of connected records.
To add a record to a relationship:
Open the relevant relationship tab.
Click + Add [record].
Search for and select an existing record, or create a new one.
When you add or remove a relationship, the change is reflected on both records. For example, adding a person to a company also adds that company to the person’s record.
If the relationship supports multiple records, select one or more records using the checkboxes, then use the toolbar to take actions such as:
Add to list
Enroll in sequence
Run workflow
Send email
Unassociate to remove the relationship
Delete to permanently remove the record
If the relationship only supports a single record, click the ⋮ icon next to the record to access these actions.
Record details
The left side of a record page shows Record Details, a panel with key attributes for the record. For people and companies, this can include enriched data such as contact details, location, and social profiles.
You can customize which attributes and sections appear in Record Details by configuring record pages.
To view and manage attributes in Record Details:
Click and drag the divider to resize the panel.
Click View all values to expand the full list of attributes.
After clicking View all values, use Search attributes to find a specific attribute.
Right-click an attribute value and select View edit history to see who or what updated it.
Note: If a person record has multiple email addresses, you can reorder them to set the primary email. Click into the Email address attribute, then drag and drop the handles to change the order. When you send an email to the person from Attio, Attio uses the first email address by default.
Lists summary
The Lists section shows which lists include the record and displays list-specific attributes.
You can change how this section appears by clicking the settings icon and selecting a view mode:
Standard: Larger entries with editable attribute values
Compact: Smaller entries with read-only attribute values
In Standard mode, you can toggle Show attribute name to show or hide attribute names next to their icons.
To interact with list entries:
Hover over a list entry to:
Click the comment icon to add a comment
Click the workflow icon to run a workflow using the list entry
Click the ⋮ icon to manage attributes or remove the record from the list
To quickly add a record to a list, hit e and select a list, or click Add to list on the record page.
Related resources
Set up and customize record layouts with configure record pages.
Define and structure your data using create and manage attributes.
Organize and filter records with views.
Add records in bulk using CSV imports.