• Customers
  • Pricing
Sign inStart for free

Academy

Introductions

Workflows

Sequences

Reference

Attio 101

Managing your data

Email & calendar

Imports & exports

Navigating your workspace
Sharing and permissions
Call intelligence
Recording calls with Attio
Create insight templates for call recordings
View and manage call recordings
Notes
Tasks
Comments and mentions
Real-time updates
Cloud storage integrations

Automations

Tools and extensions

Account settings

Workspace settings & billing

Support

Apps

Automations apps

Zapier app

Other apps

  • Help
    /
  • Reference
    /
  • Productivity & collaborating

Productivity & collaborating

Collaborate in real-time using notes, tasks, comments, and more.

Navigating your workspace
Learn about the sidebar, search, and quick actions.
Sharing and permissions
Find out what is and isn't shared across your Attio workspace.
Call intelligence
Record, review, and analyze calls in Attio with AI-powered insights.
Notes
Learn all about using notes in Attio.
Tasks
Discover how to create and manage tasks in Attio.
Comments and mentions
Learn how to collaborate with comments and mentions.
Real-time updates
Discover how real-time collaboration works across the platform.
Cloud storage integrations
Sync your records in Attio with files stored in the cloud.
Platform
  • Refer a teamNew
  • Changelog
  • Linkedin extension
  • Gmail extension
  • iOS app
  • Android app
  • Security
Import from
  • Salesforce
  • Hubspot
  • Pipedrive
  • Zoho
  • Excel
  • CSV
Company
  • CustomersNew
  • BlogNew
  • CareersNew
  • Manifesto
  • Become a partner
Attio for
  • Startups
  • Deal flow
Resources
  • Startup program
  • Help center
  • Automation templates
  • Developers
  • System status
  • Hire an expert
  • Downloads
Apps
  • Gmail
  • Outlook
  • Customer.io
  • Segment
  • Mailchimp
  • June
  • Slack
  • Outreach
  • Mixmax
  • Typeform
  • Zapier
© 2025 Attio Ltd. All rights reserved.
Terms & ConditionsPrivacy PolicyLLMs