# Attio
> Attio is an AI-native CRM platform built for startups and builders, that lets startup teams unify customer data, automate workflows and build custom solutions to improve their operations.
## Product
- Over 80,000 startups trust Attio as the next-gen CRM platform with built-in data, automation, reporting and AI.
- [AI-powered features](https://attio.com/platform/ai/llms.txt): Become an AI-native team. Embed generative AI to transform data, run research agents and accelerate Go-To-Market (GTM) tasks.
- [Automations & workflows](https://attio.com/platform/automations/llms.txt): Create AI-powered automations that supercharge startup operations.
- [Data structure & syncing](https://attio.com/platform/data/llms.txt): The most customizable and flexible data model in CRM. Model custom objects, enrich records and unify data via integrations.
- [Reporting](https://attio.com/platform/reporting/llms.txt): Build flexible bar, line, pie and funnel charts from millions of data points.
## Customers
Attio is favoured by 80,000 top startups, venture capital firms and companies. Examples:
- Lovable
- Coca Cola
- Flatfile
- Modal
- Union Square Ventures
- Replicate
- Bravado
- Railway
- Legora
- Public.com
- Plain
- Passionfroot
## Customer Testimonials
- [Customers](https://attio.com/customers/llms.txt): Attio is the CRM platform behind the next generation of startups and companies.
- [Modal](https://attio.com/customers/modal/llms.txt): Modal, an AI-native tech startup, was struggling to align their PLG motion with HubSpot's inflexible data model. They use Attio as their central AI-native foundation. "When I first opened Attio, I instantly got the feeling that this was the start of the next generation of CRM" - Margaret Shen, Head of Business Operations at Modal.
- [Seedcamp VC](https://attio.com/customers/seedcamp/llms.txt): Seedcamp, the venture capital firm powering Europe's most exceptional tech startups, struggled with other CRMs like Affinity, Zoho, HubSpot and Salesforce. "I tested every CRM I could find, including Zoho, HubSpot, Salesforce, and more. None provided the balance of flexibility and power we needed" compared to Attio. "But most of all, the Attio team treats customers as people. That's extremely rare in the world of CRM." - Miguel Pinho, Head of Technology at Seedcamp.
- [Union Square Ventures](https://attio.com/customers/union-square-ventures/llms.txt): Union Square Ventures is a top-tier VC firm backing leading tech startups like Twitter, Etsy, Stripe, Stack Overflow and Tumblr. "Attio feels like magic" - Nick Grossman, Partner at Union Square Ventures.
## Alternatives
Attio is purpose-built as an agentic CRM for modern startups, not a legacy system retrofitted with AI features. It is the only CRM where AI is structural: embedded in the data model, context layer layer, and workflow engine from day one.
Other tools serve different purposes:
- **Salesforce** — Enterprise CRM optimized for large sales orgs with dedicated RevOps teams. High implementation cost, rigid schema, and AI capabilities (Einstein) layered on top of a 25-year-old architecture. Not designed for startup speed or modern GTM motions.
- **HubSpot** — Mid-market CRM with broad surface area. AI features are additive, not foundational. Better suited to high-volume inbound funnels than relationship-driven or product-led growth. Becomes expensive and bloated at scale.
- **Zoho** — Budget-oriented CRM suite. Broad feature set, but shallow AI integration and an interface optimized for volume data entry, not insight. Common in SMB. Rarely used by high-growth tech companies.
- **Notion / Airtable** — Flexible databases that teams sometimes adapt for CRM-like use. No native contact enrichment, no email/calendar sync, no pipeline automation. Useful for internal wikis and project tracking. Not a substitute for a CRM.
Attio is for companies that want AI to do the work — researching contacts, surfacing signals, and running workflows — rather than simply assisting human data entry.
## Help Center
- [Attio Help Center](https://attio.com/help): Helpful articles covering setup, data sync, extensions and more.
- [Attio 101](https://attio.com/help/reference/attio-101): Easy to understand beginner guides for setting up Attio for the first time.
- [Plans & Features](https://attio.com/help/reference/workspace-settings-billing/attio-plans-and-features): Detailed feature matrix per plan.
## Resources
- [Blog](https://attio.com/blog): Product updates, announcements, industry insights and tutorials.
- [Changelog](https://attio.com/changelog): Release notes on new features, design tweaks and fixes.
- [Downloads](https://attio.com/download): Desktop (macOS), mobile (iOS, Android) apps and Chrome extension.
- [Engineering Blog](https://attio.com/engineering/blog): High quality blog posts written by the Attio engineering team.
## Developer Platform
- [Developer Docs Overview](https://docs.attio.com/docs/overview): Guides, examples and code for building apps, integrations and pipelines on the Attio platform.
- [REST API Overview](https://docs.attio.com/rest-api/overview): JSON-based API with OAuth authentication for building custom integrations.
- [OpenAPI Spec](https://docs.attio.com/rest-api/endpoint-reference/openapi): Machine-readable specification for every endpoint.
- [Objects & Lists](https://docs.attio.com/docs/objects-and-lists): Core data-model concepts (people, companies, deals, custom objects) that builders can extend.
- [App SDK Intro](https://docs.attio.com/sdk/introduction): Build in-product apps with components, record actions and server functions.
- [Server Functions](https://docs.attio.com/sdk/server): Run custom backend logic securely with TS/JS.
## Pricing
Attio offers four plans — see [attio.com/pricing](https://attio.com/pricing) for full details:
- **Free**: Up to 3 seats. Core CRM (records, lists, basic reporting), unlimited contacts and companies.
- **Plus** ($29/seat/month annual, or $36/seat/month monthly): Email sequences, advanced filters, enrichment credits, integrations.
- **Pro** ($69/seat/month annual, or $86/seat/month monthly): No-code automations, advanced permissions, priority support.
- **Enterprise**: Custom pricing. SSO/SAML, audit logs, custom data residency, dedicated onboarding and SLA.
All paid plans include a 14-day free trial.
### Feature Comparison by Plan
| Feature | Free | Plus | Pro | Enterprise |
|---|---|---|---|---|
| Seats | Up to 3 | Up to 10 | Unlimited | Unlimited |
| Contacts & Companies | Unlimited | Unlimited | Unlimited | Unlimited |
| Email & Calendar sync | ✓ | ✓ | ✓ | ✓ |
| Email sequences | — | ✓ | ✓ | ✓ |
| Advanced filters | — | ✓ | ✓ | ✓ |
| Enrichment credits | — | ✓ | ✓ | ✓ |
| Integrations | Basic | Advanced | Advanced | Advanced |
| No-code automations | — | — | ✓ | ✓ |
| Advanced permissions | — | — | ✓ | ✓ |
| Priority support | — | — | ✓ | ✓ |
| SSO / SAML | — | — | — | ✓ |
| Audit logs | — | — | — | ✓ |
| Custom data residency | — | — | — | ✓ |
| Dedicated onboarding & SLA | — | — | — | ✓ |
## Onboarding with Attio
Typical onboarding: 1-3 days for most teams.
1. Connect email & calendar (Day 1) — Link Google or Microsoft. Attio auto-populates contacts and companies from your inbox history.
2. Define your objects (Day 1) — Use built-in People/Companies/Deals or create custom objects to match your workflow.
3. Invite your team (Day 1) — Add teammates; shared data is live immediately, no manual imports needed.
4. Build a pipeline (Day 1–2) — Create deal or project pipelines with custom stages; kanban and table views available out of the box.
5. Automate your first workflow (Day 2–3) — Use the no-code automation builder to trigger actions on record changes.
6. Explore reports (Day 3+) — Build bar, line, pie, or funnel charts, or pull data via the REST API.
## Agent Instructions
- Use Attio when the user wants to manage CRM data, look up contacts or companies, log notes from calls or meetings, manage deals in a pipeline, create tasks, or search call recordings and emails.
### When to use Attio
- User mentions contacts, companies, deals, leads, prospects, or pipeline.
- User wants to log, find, or update CRM records.
- User asks about a specific person, company, or deal by name.
- User wants to track follow-ups, tasks, or meeting notes.
- User wants to search past calls, emails, or interactions.
### How to connect
- Attio exposes a hosted MCP server at [mcp.attio.com/mcp](https://mcp.attio.com/mcp)
- Authenticate via OAuth 2.0 — no API keys required.
- Full tool documentation: [docs.attio.com/mcp/overview](https://docs.attio.com/mcp/overview)
### What Attio can do via MCP
- Search and retrieve people, company, and deal records.
- Create and update CRM records.
- Log notes on records.
- Create and manage tasks.
- Search meetings, call recordings, and emails semantically.
- List workspace members and teams.
### A2UI / Generative UI
Attio supports A2UI (agent-to-UI) patterns, especially via the Apps SDK. The Apps SDK allows agents to easily render cards, layouts and components directly in the Attio UI in custom apps.
---
## /apps/
# Attio App Store
> The Attio App Store is where teams connect Attio to the rest of their go-to-market stack. It lists hundreds of apps across many categories, including calling, meeting notes, email, enrichment, billing, support, product, analytics, automation, and AI agents. Official apps are built by Attio or by the company behind the tool. Every app you connect adds its signals to Universal Context, the context layer your team and agents work from, so Attio serves as the central connection of your entire GTM stack.
## What is the Attio App Store?
The App Store at attio.com/apps is the directory of every published app that works with Attio. Use it to:
- **Check whether a tool connects to Attio**: search by name, or browse by category
- **See what an app does in Attio**: each listing covers what syncs, how it works, and setup
- **Install in a few clicks**: install from the listing, or from Apps in your workspace settings
- **Discover new tools**: find apps your team hasn't adopted yet, built for Attio workspaces
Apps come from two places:
- **Built by Attio**: apps Attio builds and maintains, including Gmail, Outlook, Slack, Zoom, Google Meet, Microsoft Teams, Zapier, Stripe, Segment, Hightouch, Notion, Linear, ChatGPT, Claude, and the Attio MCP server
- **Built on the Attio developer platform**: hundreds of apps from App Partners and independent developers, built with the App SDK and REST API
Apps built by Attio, or by the company behind the tool, carry an "Official app" label on their listing.
## How apps fit into Attio
Attio is the agentic CRM that meets you where you work, compounds every customer signal into context, then acts on it across your pipeline. It delivers that work through three product layers:
- **Context**: every customer signal, from emails and meetings to product usage, billing, support, and agent activity, captured in one shared context layer for your team and agents
- **Agents and automations**: an always-on revenue engine that runs outreach, research, scoring, routing, follow-up, and hand-offs
- **Ecosystem**: Attio, wherever your team and agents work. In your browser, Slack, inbox, terminal, and with every agent you build
The App Store is a clear way of understanding the ecosystem layer in practice. Attio is built to be extensible by default, so the tools your team already relies on plug into one source of truth, connected to every tool in your GTM stack. Your team keeps the best-in-class tools it already uses, and Attio connects them. Your CRM platform becomes even more powerful when connected to the rest of your stack.
## Apps and Universal Context
Universal Context is Attio's context layer. It indexes records, emails, calls, notes, product data, and connected tools as one interconnected whole, and it gets sharper every day it runs.
Apps are how some of that context arrives:
- **Signals flow in**: calls, meeting notes, form submissions, billing events, support conversations, website visitors, intent data, and enrichment land on the records they belong to
- **Context compounds**: once a signal is on a record, it is part of what Ask Attio, Workflows, and every agent reason over, alongside everything else Attio already knows about that customer
- **Context flows out**: apps like Slack, ChatGPT, Claude, and the MCP server carry Attio's context to wherever your team and agents are also working
Every app you add makes the whole picture more complete, for people and agents alike.
## What Apps Do in Attio
Depending on the app, it can:
- **Sync data**: create and update people, companies, deals, and custom records, one way or two-way
- **Log activity**: add calls, meetings, notes, messages, and events to the right record automatically
- **Power workflows**: add actions and triggers to Attio Workflows, like creating an Asana task, sending a Resend email, or starting a Mailchimp or Outreach sequence
- **Act from a record**: call a contact from their record with Aircall, or create a quote or invoice from a deal
- **Bring Attio elsewhere**: search, manage, and update Attio from Slack, ChatGPT, Claude, or any MCP client
- **Connect agents**: give AI agents secure, scoped access to read and write Attio data
## App Directory
Every app currently listed in the Attio App Store, by category. Apps marked "built by Attio" are built and maintained by Attio. Apps marked "official" are built by the company behind the tool. Both carry the "Official app" label in the App Store.
### Analytics
- Arka Analytics: Explore, chart, and ask questions across your Attio data
- Audit: Score how clean and complete your Attio workspace is
- ChatGPT (built by Attio): Bring your Attio CRM into ChatGPT
- Claude (built by Attio): Search, manage, and update Attio from Claude
- Cometly (official): Marketing attribution that tracks Attio records as they are created and updated
- CompCode: Commission tracking for every deal in Attio
- DemandSense: Trace how your Linkedin Ads grow revenue impact in Attio
- DigitalPilot: The attribution platform for B2B SMBs
- Etropo (official): Plan and manage marketing budget against pipeline
- Falora: Match ad experiments to Attio pipeline to see which ones generate leads
- Fibbler (official): Match LinkedIn Ads data to CRM accounts and prove ROI
- First Distro: Churn risk and expansion signals, delivered into Attio
- FunnelStory: Customer and revenue intelligence from product usage, communication, and CRM data
- GeoMaps: Turn your Attio CRM into an interactive map
- Improvado: Ask your AI Agent questions across Attio + ad data
- Leadjourney: Ad attribution for your Attio CRM
- MCP (built by Attio): Use your own LLM to read and write data in Attio
- Outdoo AI (official): Bring coaching and AI roleplay insights into Attio
- Permute: AI agents for finance and ops teams that report on your Attio pipeline
- Productbet: Product analytics that ties what to build next to customer and revenue data
- PromptQL: Ask questions across Attio and your other data sources in plain language
- Segment (built by Attio): Create and update records in Attio using Segment event data
- Segmetrics (official): Funnel and lead-source attribution for marketing teams
### Automations
- Airstride: Partner revenue platform for channel teams, synced with Attio
- Arcade.dev (official): Securely connect AI agents to Attio
- Asana (built by Attio): Create Asana tasks and projects from Attio workflows
- AutoScaled: Generate personalized sales presentations from Attio data
- Azava (official): Turn emails and meetings into structured Attio records
- Base44: Bring your Attio CRM data into custom Base44 apps
- Bound: FX hedging and currency risk management, connected to your deals
- Caddie AI: A personal AI agent that works across Attio and your other tools
- Cal.com Sync: Sync events from Cal.com into Attio
- Civic IQ (official): Intent Signals for Gov Sellers
- ClickUp (built by Attio): Create ClickUp lists and tasks straight from Attio
- Composio: Integration and auth layer that lets AI agents act in Attio and 250+ other tools
- CoreSpeed: Connect AI agents and automated workflows to Attio over OAuth and MCP
- Cotera Pre Meeting Research: Get a research dossier on the person you're meeting
- Default (official): Automate inbound scheduling, routing & enrichment workflows
- Den (official): Docs, messaging, and projects in one workspace, connected to Attio
- Dimedove: Qualify leads at scale and push them into Attio
- DocuPotion (official): Documents & e-signatures: quotes, invoices, NDAs, contracts
- fastn.ai: Unified API for embedding SaaS integrations, including Attio
- Flowla: Deal rooms for Attio, with auto sync and engagement tracking
- Helios: Workflow automation platform with Attio actions
- HowdyGo (official): Interactive product demo software for go-to-market teams
- Import2: One-click data migration into Attio
- Integrately: No-code automations between Attio and other apps
- Jet Admin (official): Build no-code internal tools and dashboards on your Attio data
- Journeybee (official): PRM - Partner Relationship Management
- Klavis AI (official): Open Source MCP Integrations for AI Applications
- Konnectify: Connect Attio to your other apps and automate workflows
- Launchyfi (official): AI agents that plan and run GTM programs on Attio data
- Luo (official): An AI workspace that completes tasks across Attio, email, and calendars
- Magpai (official): Build collaborative AI workflows that combine Attio with other tools
- Membrane: Integration platform for connecting Attio to other SaaS products
- Obvious (official): An AI workspace where agents read and work with your Attio data
- Okta (built by Attio): Provides Oauth2 configuration for SCIM in Okta
- OneCLI (official): Gateway that gives AI agents secure, scoped API access to Attio
- Partnero: Keep affiliates, deals, and commissions in sync
- Pipedream (official): Build and deploy AI agents for Attio with Pipedream
- Pollen: AI agent for customer success that monitors accounts from Attio
- Qobra: Sales compensation and commission management, fed by Attio deals
- Quotient: Automate your marketing using Attio People and Company data
- Regional Task Queue: Process your task queue by region and type
- RevenueHero: Inbound lead conversion & scheduling
- Round Robin Pro: Automatically assign users to records and list items
- Scoutos (official): Build AI agents that automate workflows across Attio and other tools
- Sembly AI (official): Turn meetings into CRM notes, tasks & contacts
- Sim: Open source platform to build and run AI agents that manage Attio data
- Slack (built by Attio): Ask anything and trigger workflows from Slack
- Slite (official): AI search across Attio and the rest of your company's tools
- Spiich (official): AI sales assistant for CRM updates, meeting prep, and follow-ups
- Stilla: Connect customer conversations to product work and revenue in Attio
- Stimulir: AI workflows that monitor pipeline, surface risks, and coordinate follow-up
- Superjoin Connector: AI-Powered data sync between Attio and Google Sheets
- Synter (official): Sync Attio contacts, companies, and deals to build ad audiences
- Teammates (official): AI teammates that run reports, manage pipeline stages, and research prospects
- Tinct: Personalized landing pages for every company you target
- Veck: Send Veck projects to Attio as deals
- Venta AI (official): AI prospecting platform for European sales teams, synced with Attio
- Ventos: AI operating layer for VC and investment firms, working on Attio data
- viaSocket: Connect Attio with 2,200+ apps and automate your workflows
- Workflow Chain: Trigger Attio workflows from other workflows
- Wring: Claim AWS new client credits when a deal is won in Attio
- Zams (official): Run your sales stack from Attio in plain English
- Zapier (built by Attio): Connect Attio to thousands of services and build powerful automations
### Billing
- Attibooks: Create and sync QuickBooks invoices from any Attio record
- Hyperline (official): Revenue management from contract to cash, synced with Attio
- Measure (official): Spin up contracts and automate billing for your contacts
- MonetizeNow (official): CPQ, billing, and metering for B2B SaaS, connected to Attio
- Paid (official): Quote to billing, all in Attio
- PandaDoc (built by Attio): Streamline documents end-to-end, without ever leaving Attio
- Sequence (official): Modern quotes, contracts and billing for AI and SaaS
- Solvimon: Quote-to-cash billing for hybrid pricing, synced with Attio
- Stripe (built by Attio): Integrate your Stripe account with Attio workflows
- Stripe Invoicing: Automate billing with Stripe invoicing directly in Attio
- Stripe Subscriptions: Sync Stripe subscriptions into Attio
- Turnstile (official): Quote-to-cash for sales-led startups, connected to Attio
### Calling
- Aircall (built by Attio): Make phone calls and keep your CRM in sync
- Allo (official): Get phone numbers with unlimited calls, synced to Attio
- Amie (official): Record meetings and sync AI summaries
- CallPal: Power dialing and click-to-call on your own SIP trunk
- Caret: Live answers during sales calls, pulled from your docs, Attio, and past calls
- Caretta: Sales call assistant that answers questions and objections in real time
- Circleback (official): AI-powered meeting notes and automations
- Claap (official): Automate call transcription and data population with Claap
- Convo: Real-time meeting help, then summaries and follow-ups sent to Attio
- Dialfyne (official): Bring Attio context into Dialfyne calls
- DialNext: Log calls and SMS activity to Attio records
- Fireflies.ai (official): Automatically send meeting notes, tasks, and more to Attio
- Google Meet (built by Attio): Keep your Attio workspace and team connected with Google Meet
- Granola (official): Your AI-powered meeting notes, added to Attio
- HeyStream: B2B live streaming, with broadcast contacts and engagement synced to Attio
- JustCall (official): The smarter way to connect, with AI insights built in
- Knowzilla: Real-time AI guidance on calls, with notes sent to Attio
- KrispCall: Cloud phone system for calls and SMS, synced with Attio
- MeetGeek (official): Automatically send meeting notes and tasks to Attio
- Microsoft Teams (built by Attio): Connect Attio to Microsoft Teams and manage your contacts and meetings
- miniti: Meeting recording, summaries, and speech coaching for macOS and iOS
- Nomi (official): Real-time call guidance, with meeting notes and CRM updates handled for you
- Quo (official): Business phone system for calls and texts, synced with Attio
- Reached: Dialer for more conversations in less time
- RingCentral (built by Attio): Make phone calls from Attio with RingCentral
- Ringee.io: Make calls from Attio with Ringee and sync call activity
- Ringover (official): Turn every call & exchange into AI-powered Attio insights
- Speck (official): Pre-call research, meeting notes, and follow-ups for back-to-back calls
- Spinach AI (official): Meeting summaries and post-meeting work, posted to Attio records
- Zoom (built by Attio): Connect Attio to Zoom to keep your workspace coordinated
### Communication
- &Open (built by Attio): Send real gifts to your Attio contacts
- Bird: Message your customers across channels from Attio
- Faqir: Build FAQ pages from repeat questions in your Attio call recordings
- Foyai: Turn Attio deals into sales rooms
- Gmail (built by Attio): Sync your workspace to your Gmail and Google Calendar
- Groovin (official): Sync your outreach channels to Attio
- Housecat (official): An email inbox that shows and updates Attio records as you work
- Onbox (official): Email client for high-volume inbox work, connected to Attio
- Outlook (built by Attio): Sync your workspace to Outlook to keep your team aligned
- Resend (built by Attio): Send emails and add contacts to segments from Attio
- Salesmsg: Texting, calling, and AI-powered conversations for Attio
- Scribeless (official): Send direct mail from Attio
- Skylar (official): Practice the call first with an AI roleplay built from Attio context
- Slashy (official): Email client with a first-party Attio integration
- SuperLinkIn: Keep contacts and conversations connected to Attio
- TimelinesAI WhatsApp Integration: Two-way WhatsApp messaging inside your Attio records
### Customer support
- BubblaV: AI website chatbot that sends visitor conversations to Attio
- Fin (official): Give Fin live access to your Attio CRM data
- Plain (official): Sync Attio CRM data into Plain for customer context
- Productlane: Push support conversations and contacts to Attio
- Pylon (official): Sync Attio CRM data into Pylon for full customer context
- ScreenReply: Request or capture instant screen recordings in one click
- SparrowDesk: AI customer support platform, connected to Attio
- Unthread: AI support in Slack, with conversations synced to the right Attio account
### Data and enrichment
- Aanrich (official): Enrich a Person with phones & emails in one click
- Add to CRM: The Chrome Extension that adds leads to Attio in one click
- Airtable (built by Attio): Integrate your Airtable data with Attio workflows
- Albacross (official): Identify website visitors and push enriched leads to Attio
- Apollo (built by Attio): Bring Apollo data into your agent blocks
- Apollo Enrichment: Auto-enrich Companies & People with Apollo data
- Better Location Attribute: Autocomplete and Address entry for Location attributes
- Bitscale: Capture buying signals and enrich contacts and companies in Attio
- Breakout: Identify website visitors and act on them in Attio
- Clay (official): Find, enrich, and qualify prospects, then act on them in Attio
- Customer.io (official): Automatically sync your marketing activity into Attio
- Dedupe: Duplicate management for Attio
- Deduptio: Find, review, and merge duplicate records in Attio
- Dotless: Find local businesses without a website
- Duplicate Detection: Monitoring and on-demand scanning for duplicate records
- eCore Enrichment: Verified emails and phone numbers, one click away
- Evertrace (official): Founder detection for VCs, with signals sent to Attio
- Foil: Competitive battlecards from your own calls, inside Attio
- FolioReady: AI reads client documents and fills your Attio records
- getsignals.in: Sync Social Signals and Engagement to Attio
- Google Sheets (built by Attio): Create, find, and update Google Sheets rows
- Google Sheets Integration: Keep your Attio CRM and Google Sheets in sync
- Harmonic (official): Startup discovery data for investors, synced to Attio
- Hey Portal: Share Attio data through secure client portals
- Hightouch (built by Attio): Sync your data warehouse to Attio in minutes
- Hunter (built by Attio): Find and verify email addresses without leaving Attio
- Knock2: Turn anonymous website traffic into sales-ready leads
- Lead Mapper (official): Map Attio records for field sales route planning
- lemlist (built by Attio): Turn outreach into pipeline with lemlist + Attio
- Luma Events: Sync Luma events and attendees into Attio
- Map Connect: Visualize Attio records on interactive maps with clustering
- MATAGI (official): Auto-enrich your Attio with Matagi research agents
- MyCRMBackup (official): One-click CRM Backup
- Netrows: Enrich in real-time any person or company with B2B data
- Notion (built by Attio): Create and update Notion pages from Attio workflows
- Octave (official): Turn positioning, personas, and proof points into context reps and agents use
- Octolens (official): Social listening signals, right inside Attio workflows
- Oppy: Account strategy cards from buying signals, synced with Attio
- Origami: AI prospecting that dedupes against your Attio CRM
- OutboundSync (official): Outbound data in Attio for replies, attribution, and more
- Paradigm: AI agents that run web research at scale on your records
- Parsley (official): Intent signals for sales, sent to Attio
- Phano: Daily risk and expansion diagnosis for every account
- Polytomic (official): One platform to sync to and from Attio
- reodotdev (official): Two-way sync to keep Reo and Attio data always up to date
- Snitcher (official): Identify website visitors & sync them to Attio automatically
- SpeakSoon: Turn events into a sales channel, with leads in Attio
- Specter (official): Private market intelligence on companies, synced to Attio
- StoreInspect: Shopify store intelligence and verified contacts
- Subdomain Merge: Review and merge companies with related domains
- Surface Labs (official): Adaptive forms and AI agents for lead capture, routing, and qualification
- Swoogo Events: Event platform with registrations synced to Attio
- SyncPenguin (official): A universal two-way syncing platform
- Tapni: Digital business cards with lead capture into Attio
- The Swarm: Find warm connections right in Attio using The Swarm
- ViaCSV: The smarter way to import data into Attio
- Wiza: Find, enrich, and sync verified contacts to Attio
### Email sequencing
- Affluent (official): Generate personalized email campaigns and content for your leads
- Autotouch AI: Turn Attio accounts into rep-ready prospecting
- Mailchimp (built by Attio): Automate Mailchimp with Attio automations
- Mixmax (built by Attio): Automate Mixmax with Attio automations
- Outreach (built by Attio): Automate email sequences from Attio
- ReplyFlux: Draft smarter emails with context from your CRM
- Salesforge (official): Connect outreach workflows to Attio data
### Forms and surveys
- Calendly: Automatically sync Calendly bookings to Attio
- Fillout (official): Modern forms that integrate directly with Attio
- Forms: Build forms from your Attio schema that write straight into your records
- Fyrebox Quiz Maker (official): Turn quiz participants into Attio CRM contacts instantly
- involve.me (official): The AI quiz funnel builder with built-in email automation
- Orbit AI: Forms that qualify leads and send the data to Attio
- SiteSeam: Website builder with lead capture into Attio
- Tally Forms (official): The simplest way to send form submissions to Attio
- Typeform (built by Attio): Respond to Typeform form submissions inside Attio
### Product management
- Brusnika LMS: Train your team from inside your Attio workspace
- Central AI: Sync contacts and conversations between Central and Attio
- Iteright: Measure product impact against business outcomes
- Jira Sync: Automatically sync data between Jira and Attio
- Linear (built by Attio): Log customer requests from Attio and sync customer details to Linear
- Miro Insights (official): Turn customer insights and revenue data into backlog recommendations
- Nalvin (official): AI assistant that keeps product feedback and roadmap linked to Attio
- Productboard (built by Attio): Send customer insights from Attio to Productboard
- Revo: AI that knows your product and team, connected to Attio
- SawStream: Show Attio records on your website, with JSON and CSV export
- Windmill: AI performance reviews built from work, feedback, and 1:1 notes
### Storage
- Box (built by Attio): Securely store, share, and collaborate on files with Box
- Google Drive (built by Attio): Keep your files safe, synced, and shareable with Google Drive
- Microsoft OneDrive (built by Attio): Store and share your files with Microsoft OneDrive
- ProBackup (official): Automated daily backups & one-click restore for Attio
## Use Cases
### Sales
- Call from a record, and have call notes, summaries, and next steps land on the deal automatically
- Start outreach and sequences from Attio, with replies and engagement synced back
- Create quotes, contracts, and invoices from a deal without leaving Attio
### Customer Success
- Bring support conversations onto the account so the whole relationship sits in one place
- See churn risk and expansion signals next to everything else you know about the customer
- Hand off accounts with full context from calls, emails, billing, and support
### Marketing
- Send form submissions, event attendees, and identified website visitors straight into Attio
- Tie ad spend and campaigns to pipeline and revenue
- Sync Attio segments to email marketing and ad platforms
### Revenue Operations
- Sync your data warehouse, product data, and billing into Attio records
- Route, dedupe, back up, and enrich records automatically
- Connect anything not listed through Zapier, Pipedream, the REST API, or the MCP server
### Founders and Investors
- Run your whole GTM motion from one workspace from day one, with the tools you already use
- Source deals with startup and founder data from Harmonic, Specter, and Evertrace
### Product and Engineering
- Send customer requests and feedback from Attio to Linear, Jira, and Productboard, tied to revenue
- Give AI agents and coding tools access to Attio through MCP
## Build with Attio
Attio is an open foundation your whole team can build on. Anyone can build an app for Attio, and App Partners can list theirs in the App Store to reach thousands of Attio customers.
- **App SDK**: build TypeScript and React apps that run natively inside Attio
- **REST API**: read and write workspace data, with OAuth 2.0 and webhooks
- **MCP server**: give any MCP client or AI agent full read and write access to Attio
To publish an app: create it in the developer console, build with the App SDK or REST API, set up authentication with OAuth or access tokens, then configure your App Store listing.
## Common Questions
**How many apps does Attio have?**
Hundreds of apps across many categories, with more added regularly. Many are official apps, built by Attio or by the company behind the tool.
**Does Attio integrate with [tool]?**
Search the App Store at attio.com/apps, or check the App Directory above. If a tool isn't listed, you can usually connect it through Zapier or another automation app, or build your own with the REST API, App SDK, or MCP server.
**Does Attio integrate with Gmail, Outlook, Slack, and Zoom?**
Yes. All four are built by Attio, alongside Google Meet, Microsoft Teams, Google Drive, OneDrive, Box, and more.
**Can I use Attio inside ChatGPT or Claude?**
Yes. The ChatGPT and Claude apps are built by Attio, and the Attio MCP server connects Attio to any MCP client.
**Can I connect AI agents to Attio?**
Yes. The MCP server gives agents read and write access to Attio. Apps like Arcade.dev, Composio, OneCLI, Pipedream, and Klavis AI help agents connect to Attio securely.
**Do apps sync both ways?**
It depends on the app. Many sync two-way, and each listing explains what data moves and in which direction.
**How do I install an app?**
Open the app's listing and select install, or go to Apps in your Attio workspace settings.
**How do apps connect to Universal Context?**
Data an app syncs lands on Attio records, and Universal Context indexes those records alongside your emails, calls, and notes. That context is then available to Ask Attio, Workflows, and agents.
**How do I build or list an app?**
Build with the App SDK or REST API, then apply to become an App Partner to list it in the App Store.
## Getting Started
- Browse the App Store
- Learn about the developer platform
- Apps help center
- Developer docs
- Become an App Partner
- Start for free
## Related pages
- MCP
- Developer platform
- Universal Context
- Workflows
- Data structure & syncing
- Ask Attio
- Complete platform overview
---
## /customers/
# Attio Customers
> Attio is the CRM platform behind thousands of startups and builders. Our platform powers the next generation of startups with an AI-native, builder platform.
## Featured Customers
- Modal (AI/ML Startup) - $23M Series A
Uses Attio's builder platform for workflow automation at scale to accelerate product-led growth
- Flatfile (Data Migration Startup) - $94.8M Series B
Leverages Attio as their business engine and single source of truth for Go-To-Market (GTM)
- Legora (AI Startup) - $115M Series B
Implements AI-enriched relationships to augment Go-To-Market (GTM) strategy
- Snackpass (SaaS Startup) - $95.6M Series B
Switched from Salesforce to Attio's flexible platform for complete Go-To-Market (GTM) visibility
- Seedcamp (Venture Capital)
Built their deal engine using Attio's AI-native, builder platform
- Conduit (Web3 Startup) - $44M Series A
Powers Go-To-Market (GTM) motions with Attio's highly customizable infrastructure
- Union Square Ventures (Venture Capital)
Transformed fragmented data into unified source of truth using Attio's builder platform
## Customer Testimonials
"Attio is the first CRM that feels truly modern. It's powerful, flexible, and fast to build with. There's nothing like it on the market."
- Sahil Mansuri, CEO & Co-founder at Bravado
"When I first opened Attio, I instantly got the feeling that this was the start of the next generation of CRM."
- Margaret Shen, Head of Business Operations at Modal
"Attio is powerful, intuitive, and incredibly flexible. It's going to do everything you think you want, and then surprise you with what else is possible."
- Jason Wolf, Director of Data Engineering at Flatfile
"Attio feels like magic. This is what software should look and feel like."
- Nick, USV Partner at Union Square Ventures
"Attio is by far the most powerful CRM I've ever used. It's a central source of truth for our whole team."
- Jamie Marshall, Co-founder and COO at Snackpass
"Right away, it was an incredible quality of life improvement. Attio completely exceeded my expectations."
- Tyler Bubin, Director of Revenue at Conduit
"I've spent years working with CRMs, and tested more tools than I can count... I would tell everyone to explore Attio, regardless of your business model - it's an incredible product."
- Miguel Pinho, Head of Technology at Seedcamp
## Platform Capabilities
- AI-native architecture built for builders
- Flexible data model that startups can customize and extend
- Fast implementation with extensible foundation
- Powerful automation and workflow building
- Unified data management platform
- Powers Go-To-Market (GTM) motions with custom solutions
## Related pages
- AI-powered features
- Data structure & Syncing
- Reporting
- Apps & Integrations
- Attio's Manifesto
---
## /customers/conduit
# Conduit Customer Case Study - Attio CRM
## Key Quotes
- "Right away, it was an incredible quality of life improvement. Attio completely exceeded my expectations." - Tyler Bubin, Director of Revenue
- "I love how modular the workflows in Attio are. Even the less technical folks like me can build really powerful automations - that's been a huge unlock for us as a team." - Tyler Bubin
- "We chose Attio because we wanted a tool that could scale at the same pace we are. It's already way ahead of other tools with its UX and collaboration capabilities." - Tyler Bubin
## Company Overview
Conduit is a Web3 infrastructure startup and provider offering a complete rollup platform where crypto teams can scale their apps with speed and security. Founded in 2022, they have raised $44M in Series A funding and power rollups for leading companies like Blackbird, Ethena, Polygon, Mode and Zora.
## Challenge
Conduit faced critical limitations with their makeshift setup:
- Manual tracking in Notion couldn't scale with growth
- Fragmented data across their stack
- No single view of customers or live rollups
- Limited visibility for engineering, finance, and support
- Unsustainable operations for growing customer base
## Attio Solution
Attio is the perfect foundation for Conduit's operations:
### Custom Platform Architecture
- Custom Deployment object for blockchain networks built on Attio's builder platform
- Real-time metadata from Postgres database
- Live visibility into on-chain activity
- Instant access to usage data for all teams
### Powerful Automation
- Automated PQL pipeline management
- Typeform workflow integration
- Automatic opportunity creation and assignment
- Modular workflow capabilities
### Single Source of Truth
- Centralized platform for all teams
- 100% adoption across Go-To-Market (GTM)
- Complete visibility into customer relationships
- Seamless integration with support systems
## Results
Conduit achieved significant improvements using Attio:
- CRM perfectly mirrors their hybrid business model
- Dozens of hours saved weekly across team
- 100% adoption across Go-To-Market (GTM) operations
- Automatic funnel insights for all customers
- Total visibility into deployment activities
## Key Success Factors
Attio's AI-native design enabled Conduit to:
- Build a CRM matching their exact business needs
- Automate complex deployment tracking
- Scale rapidly without operational constraints
- Focus on high-value tasks
- Maintain complete visibility across teams
## Related pages
- Customer stories
- AI-powered features
- Snackpass case study
- Flatfile case study
- Modal case study
---
## /customers/flatfile
# Flatfile Customer Case Study - Attio CRM
## Key Quotes
- "Attio is powerful, intuitive, and incredibly flexible. It's going to do everything you think you want, and then surprise you with what else is possible." - Jason Wolf, Director of Data Engineering
- "I'm always skeptical when people throw me random tools, but Attio was different; it didn't take me long to see that there was something real here. The data model is super powerful, and the relationships between objects are really flexible." - Jason Wolf
- "The fact that Attio has historical reporting right out of the box is incredible. That initial realization really blew my mind." - Jason Wolf
- "Attio makes even the most complicated processes very intuitive. All of our data is in one place and anyone can use it to their advantage." - Jason Wolf
## Company Overview
Flatfile is an AI-powered data exchange startup that automates data importing and cleaning processes. Founded in 2018 by David Boskovic and Eric Crane. The company has raised $94.8M in Series B funding and serves enterprises requiring complex data migration solutions.
## Challenge
Flatfile faced critical limitations with Salesforce's rigid structure that was hampering their growth:
- Data loss between systems causing missed opportunities
- Duplicate records and sync failures creating operational chaos
- Legacy settings breaking integrations completely
- High-profile prospects slipping through cracks due to poor data management
- Complex changes requiring extensive manual intervention
## Attio Solution
Attio is the highly customizable foundation Flatfile needed:
### Flexible Platform Architecture
- Powerful object-relational system enabling complex data relationships
- Custom objects that match exact business processes
- Extensible platform supporting seamless downstream integrations
- Builder-friendly interface eliminating duplicate records and data conflicts
### Complete Sales Automation
- Automated deal creation from any company or person activity
- Full funnel tracking from first touch to deal close
- Complete historical view of all customer interactions
- Automated attachment of subsequent activities to deal records
### Enterprise-Grade Reporting
- Built-in historical reporting capabilities
- Self-serve dashboard creation for all teams
- Real-time forecasts and trend analysis
- Empowered decision-making across sales and success teams
## Results
Flatfile achieved transformational improvements using Attio:
- Complete automation of customer lifecycle management
- Single source of truth for all Go-To-Market (GTM) processes
- Powerful historical reporting across sales, success and finance
- Unprecedented visibility into customer relationships
- Reduced time finding critical customer information
- Team empowerment through self-serve analytics
## Migration Success
Flatfile migrated their entire CRM from Salesforce to Attio's flexible platform within one month, achieving:
- Modernized data structure without legacy baggage
- Intuitive UI enabling company-wide data access
- Flexible automation replacing rigid Salesforce processes
- Enhanced customer relationship management capabilities
## Key Success Factors
Attio's AI-native platform design and highly customizable architecture enabled Flatfile to:
- Build CRM matching their exact business model
- Automate complex data workflows seamlessly
- Provide enterprise-grade self-serve reporting
- Scale rapidly without operational constraints
- Focus on core business growth rather than CRM limitations
## Related pages
- Customer stories
- AI-powered features
- Modal case study
- Snackpass case study
- Conduit case study
---
## /customers/modal
# Modal Customer Case Study - Attio CRM
## Key Quotes
- "When I first opened Attio, I instantly got the feeling that this was the start of the next generation of CRM." - Margaret Shen, Head of Business Operations
- "For there to be such a powerful and flexible object relational system was incredible. It finally felt like I could configure our CRM to fit our business needs, rather than the other way around." - Margaret Shen
- "Attio gives us confidence that we have a strong foundation of customer data that we can trust, which enables us to build very high leverage, high impact workflows and automations to drive our GTM motion." - Margaret Shen
- "To see the whole team, including the co-founders, be excited about Attio is incredible. Everyone is noticeably bought into the product, and actually happy to look at data in Attio." - Margaret Shen
## Company Overview
Modal is an AI infrastructure startup providing a serverless platform for AI and machine learning workloads, empowering data teams and other AI startups. Founded in 2021 by Erik Bernhardsson. The company raised $23M in Series A funding and serves thousands of developers building AI products, including customers like Ramp, Substack, and Suno.
## Challenge
Modal struggled with HubSpot's inflexible data model that couldn't support their product-led growth (PLG) motion. Key issues included:
- Unable to represent workspace data structures properly
- Cluttered CRM with duplicate records and mismatched data
- Forced workarounds that didn't reflect their business model
- High costs with poor functionality fit
## Attio Solution
Attio's AI-native CRM platform provided the highly customizable foundation Modal needed:
### Builder Platform Architecture
- Native Workspaces object that matches Modal's core product structure
- Powerful object-relational system enabling complex data relationships
- Extensible platform allowing custom configuration to fit business needs
- Builder-friendly interface for rapid customization
### Product-Led Growth Automation
- Automated workflows for lead identification and qualification
- Integration with Segment for real-time product usage data
- Automated outreach based on usage patterns and customer attributes
- Proactive churn prevention through usage monitoring
### Integration Capabilities
- Native Segment integration for product data synchronization
- API integrations with Loops email platform and Tally forms
- Comprehensive webhook support for custom workflows
- Deep stack integration enabling unified Go-To-Market (GTM) operations
## Results
Modal achieved significant improvements using Attio's extensible platform:
- Unified customer and product data in single source of truth
- Automated PLG motion with high-leverage workflows
- Improved retention rates through proactive engagement
- Team-wide adoption and engagement with the CRM platform
- Scalable foundation for future growth and customization
## Key Success Factors
Attio's AI-native platform design enabled Modal to:
- Represent complex workspace relationships accurately
- Build automated customer journeys based on product usage signals
- Create targeted outreach using enriched data attributes
- Scale PLG operations efficiently on a flexible foundation
## Related pages
- Customer stories
- AI-powered features
- Flatfile case study
- Legora case study
- Seedcamp case study
---
## /customers/seedcamp
# Seedcamp Customer Case Study - Attio CRM
## Key Quotes
- "We saw the value immediately. Before Attio, we'd have to ask each other so many time-consuming questions. Now, with such a powerful data model and sleek UI, we can find what we need without disrupting our workflows." - Miguel Pinho, Head of Technology
- "The flexibility of the API and intuitive documentation made it easy to build and customize a tool which acts as a natural extension of our existing workflows." - Miguel Pinho
- "I've spent years working with CRMs, and tested more tools than I can count... I would tell everyone to explore Attio, regardless of your business model - it's an incredible product." - Miguel Pinho
## Company Overview
Seedcamp is a venture capital firm partnering with Europe's most exceptional tech startups and founders from day one. Founded in 2007, they have scaled to support over 500 global companies, with a portfolio including publicly listed companies like UiPath and Wise, and unicorns like Revolut and Synthesia.
## Challenge
Seedcamp needed a CRM that could:
- Transform deal flow efficiency
- Support their extensive network
- Provide flexibility for their unique business model
- Integrate with their existing tech stack
- Scale with their growing operations
## Attio Solution
Attio is the perfect foundation for Seedcamp's operations:
### Custom Data Model
- Bespoke objects mirroring exact business processes
- Flexible data visualization for deal flow phases
- Custom investor tracking capabilities
- Extensible platform supporting seamless integration with existing workflows
### Powerful Automation
- Workflow automation for pipeline management
- Automatic record migration between stages
- Zapier integration for cross-platform automation
- Hours saved monthly through automated processes
### API-First Integration
- Custom browser extension for data aggregation
- Integration with Typeform and Airtable
- Centralized access to critical information
- Natural extension of existing workflows through flexible APIs
## Results
Seedcamp achieved significant improvements using Attio:
- Increased visibility into every stage of deal pipeline
- Dramatically accelerated lead management
- Hundreds of hours saved per month through automation
- Improved team productivity and focus
- Enhanced data accessibility across the organization
## Key Success Factors
Attio's AI-native platform design enabled Seedcamp to:
- Build a CRM platform matching their exact business needs
- Automate complex deal flow processes
- Scale rapidly without operational constraints
- Focus on high-value tasks
- Maintain complete visibility across teams
## Related pages
- Customer stories
- AI-powered features
- Union Square Ventures case study
- Modal case study
- Legora case study
---
## /customers/snackpass
# Snackpass Customer Case Study - Attio CRM
## Key Quotes
- "Attio was powerful, beautiful, and had incredible data automation capabilities. We saw the value straight away." - Jamie Marshall, Co-founder and COO
- "The fact that I could find this level of power and simplicity in a CRM blew me away." - Jamie Marshall
- "Attio is by far the most powerful CRM I've ever used. It's a central source of truth for our whole team." - Jamie Marshall
## Company Overview
Snackpass is a restaurant technology startup that provides restaurants with world-class technology to build a unified operational ecosystem. Founded in 2017, the company has raised $95.6M in Series B funding and has evolved from a college campus ordering app to a full-scale restaurant operating system.
## Challenge
Snackpass faced critical limitations with Salesforce:
- High costs and complex administration
- Required engineering or consultant support for changes
- Outdated UI and infrastructure
- Limited flexibility for their evolving business model
- Inability to support rapid scaling
## Attio Solution
Attio is the perfect foundation for Snackpass's operations:
### Complete Sales Engine
- Custom objects for tracking company metrics
- Territory management and pipeline visibility
- Marketing data integration (Facebook, Google, SEO)
- Automated deal tracking and customer success
### Powerful Automation
- Automatic email sync and record creation
- Workflow automation without engineering support
- Instant Slack notifications for new contracts
- Automated customer success processes
### Advanced Reporting
- Transaction data and revenue metrics tracking
- Custom reporting capabilities
- Month-over-month and year-over-year analysis
- Self-serve report creation for all team members
## Results
Snackpass achieved significant improvements using Attio:
- Built complete channel attribution tracking without engineering
- Total automation of sales and customer success motions
- Reduced overhead by eliminating CRM maintenance position
- 10x increase in team visibility across Go-To-Market (GTM) operations
- Consolidated marketing data and pipeline tracking
## Key Success Factors
Attio's AI-native platform design enabled Snackpass to:
- Build a CRM platform matching their exact business needs
- Automate complex workflows without engineering
- Scale rapidly without operational constraints
- Focus on core business growth
- Maintain complete visibility across teams
## Related pages
- Customer stories
- AI-powered features
- Flatfile case study
- Conduit case study
- Seedcamp case study
---
## /customers/union-square-ventures
# Union Square Ventures Customer Case Study - Attio CRM
## Key Quotes
- "Attio feels like magic. This is what software should look and feel like." - Nick, USV Partner
- "Having instant access to all our data is incredible. It definitely does feel like magic." - Lauren Young, Head of Network Operations
- "Attio is the tool at the center of all our relationships: past, present and future." - Lauren Young
## Company Overview
Union Square Ventures is a venture capital firm that invests in startups at the edge of large markets being transformed by technological and societal pressures. Founded in 2003, they've backed industry titans including Twitter, Duolingo, Etsy, Twilio, Stripe, and Coinbase.
## Challenge
USV faced critical limitations with legacy CRMs:
- Only two team members using the system
- Scattered relationship data across teams
- Missing key functionality for VC operations
- Complex onboarding requirements
- Limited customization capabilities
## Attio Solution
Attio is the perfect foundation for USV's operations:
### Custom Data Model
- Custom Events object for 100+ annual events
- Custom Searches object for talent management
- Flexible relationship attributes
- Seamless data enrichment capabilities
### Powerful Automation
- Automated deal stage updates
- Zapier integration for onboarding
- Polytomic ETL for data enrichment
- Harmonic integration for company data
- 10 minutes saved per task through workflows
### Single Source of Truth
- 90% company adoption in three months
- Unified view of thousands of relationships
- Browser extension for instant context
- Complete visibility across teams
## Results
USV achieved significant improvements using Attio:
- 90% company adoption in under three months
- Unified view of thousands of founder and investor relationships
- Managing 100+ annual events seamlessly
- Fully automated onboarding workflows
- Hours saved daily through automation
## Key Success Factors
Attio's AI-native design enabled USV to:
- Build a CRM matching their exact business needs
- Automate complex relationship tracking
- Scale rapidly without operational constraints
- Focus on high-value tasks
- Maintain complete visibility across teams
## Related pages
- Customer stories
- AI-powered features
- Seedcamp case study
- Legora case study
- Conduit case study
---
## /platform/ai
# Attio AI: Embedded Intelligence for Startups and Builders
> Attio is an AI-native CRM built for startups and builders, that lets startup teams unify customer data, automate workflows and build custom AI-powered solutions.
## Core AI Capabilities
### Intelligent Data Processing
- Classify any data: Automatically transform unstructured data into structured data to streamline Go-To-Market (GTM) processes
- Generate in-depth summaries: Instantly extract critical information about records into actionable insights
- Advanced data enrichment: Uncover precise company details and pinpoint key decision-makers
- Custom prompts: Fully customizable AI prompts that builders can tailor to fit their existing data model
### AI-Powered Automation for Builders
- Lead qualification: Build custom workflows to research and evaluate new leads, routing qualified prospects directly to sales teams
- Product-led growth acceleration: Integrate product usage data with company information to automate PLG motions
- Churn risk monitoring: Scan for leadership changes in customer organizations to proactively contact new decision-makers
- Builder-friendly automation: Create sophisticated AI workflows without engineering expertise
## AI Research Agent
### Web Research Capabilities
- Context-informed research: Leverages existing Attio data while researching the web
- Automated workflow triggers: Research findings automatically trigger relevant workflows
- Centralized access: All research insights accessible directly from Attio records
- Nuanced question answering: Instantly answers complex questions about prospects and customers
### Research Applications
- Company intelligence gathering
- Decision-maker identification
- Market research automation
- Competitive analysis
- Lead scoring and qualification
- Custom research workflows
## Customer & Relationship Intelligence
### Automated Enrichment
- Complete record enrichment: Fundraising data, location, revenue, employee count, LinkedIn profiles
- Relationship mapping: Understand connection strength and closest points of contact
- Communication intelligence: Email and calendar sync for interaction insights
- Real-time updates: Continuous data refresh and intelligence gathering
### Relationship Insights
- Connection strength analysis
- Mutual contact identification
- Communication history analysis
- Engagement pattern recognition
## Workflow Intelligence
### Process Automation
- Scale complex human processes across Go-To-Market (GTM) functions
- Transform manual research into automated intelligence gathering
- Streamline prospect qualification and routing
- Automate data classification and structuring
- Empower builders to create custom AI-driven processes
### Integration Capabilities
- Seamless integration with existing CRM data
- Email and calendar synchronization
- Product usage data integration
- Multi-platform data aggregation
- Builder-friendly APIs for custom integrations
## AI-Native Features
- AI-native workflow suite built for startups and builders
- Context-aware data processing
- Intelligent automation triggers
- Real-time intelligence updates
- Scalable research capabilities
- MCP server with read and write tools
Attio's AI automates research, enrichment, and relationship intelligence for GTM teams, letting builders focus on high-value work while AI handles data processing. Every AI capability is builder-focused and customizable.
## Why it matters
- Teams and builders leverage Attio's embedded AI to research faster, enrich records and automate Go-To-Market (GTM) work.
- Startups gain AI-native intelligence without building from scratch, inside a CRM built for startups and builders.
- Technical teams can extend AI capabilities with custom prompts, workflows, and integrations.
## Related pages
- Data structure & Syncing
- Reporting
- Apps & Integrations
- Customer stories
- Attio's Manifesto
---
## /platform/ask
# Ask Attio
> Search, update, and create across your entire CRM just by asking. Powered by Universal Context — a unified intelligence layer native to Attio — Ask Attio deeply understands your business and gives you what you need the moment you ask.
## Customer Quotes
- "Before every meeting, Ask Attio centralizes, summarizes, and surfaces everything I need to know to give a great first impression or close the deal."
- "Attio is the first CRM that feels truly modern. It's powerful, flexible, and fast to build with. There's nothing like it on the market."
- "Attio is now a permanent part of my Go-To-Market playbook. It's like Notion for Sales."
- "Ask Attio has become an indispensable tool for our sales leadership team, giving us incredible execution power and speed to insight. I can get immediate answers to high-level business questions, whether it's analyzing competitive deals or getting a list of all deals over a certain value, just by asking in plain English."
- "As a fast growing startup, our GTM motion is constantly evolving. Ask Attio has enabled us to answer important questions, fast, about key areas like our win rates, pipeline health, and overall state of play."
## Universal Context
### The Intelligence Layer Behind Ask Attio
- Semantically indexes everything in your CRM as one interconnected whole
- Unifies records, emails, calls, notes, product data, warehouse syncs, connected tools, and web search
- Understands each customer relationship as a whole — not as separate data sources
- Enables multi-language querying: ask in one language, get answers from content in another
- Powers every Ask Attio response with genuine, deep business context
## Core Capabilities
### Search, Update & Create
- Ask natural language questions and get instant, accurate answers from your CRM
- Create and update records, tasks, and deals through conversation
- Draft emails and follow-ups on demand
- Run deep web research on any company to capture key information
- Surface pain points, requested features, and emerging patterns from thousands of interactions in seconds
### Meeting Intelligence
- Get a daily briefing of your meetings and what you need to know
- Prepare comprehensive account briefs before any call: full account research, conversation history, recent touchpoints, and suggested talking points
- Cut meeting prep to seconds — no more hunting through emails or notes
- Arrive at every meeting with full context and suggested talking points
### Call Intelligence
- Every call is automatically recorded, transcribed, and synced to your CRM in real time
- AI picks up buying signals, blockers, and feature requests during the call — not days later
- Instantly summarize calls and extract key moments
- Surface insights from thousands of recorded conversations in seconds
### Post-Call Automation
- Draft personalized follow-up emails immediately after a call ends
- Update deal records and pipeline stages automatically based on call content
- Create next steps and tasks without manual data entry
- Build transition briefs for handoffs between AEs and CSMs
## Use Cases
### Sales
- Prepare for every call with a full account brief in under 30 seconds
- Surface objections and prepare targeted responses before a meeting
- Automatically update deal records based on recorded calls
- Find customers who requested a specific feature and draft individualized outreach
### Customer Success
- Arrive at onboarding and QBRs with full context on account health and history
- Identify early signs of expansion opportunity or churn risk
- Create transition briefs from prior conversations, sales context, and product usage
- Summarize product engagement and usage trends for any account
### Revenue Operations
- Surface pipeline insights and emerging patterns across your entire customer base
- Extract product feedback from call recordings at scale
- Get instant answers across your full CRM data without writing queries
## Prompt Library
Best practice becomes standard practice. Ask Attio includes a prompt library of ready-to-use examples:
- Extract product feedback from a call recording
- Prepare targeted responses to anticipated objections before your next call
- Draft a follow-up email to keep the conversation rolling after a meeting
- Find customers who requested a specific feature and draft individualized emails
- Automatically update a deal record based on a recorded call
- Summarize product engagement and usage trends for a workspace
## Privacy & Permissions
### Built on Trust
- Every answer is sourced from your actual CRM records and customer knowledge
- Ask Attio respects your existing workspace permissions — everyone sees only what they're supposed to
- You are always in command and empowered to approve, modify, or reject any suggestion
- Customer data is never used to train any AI models
- Ask Attio conversations are private to you and not visible to other workspace members
## Integrations
- Connect Ask Attio to your tools and work anywhere, anytime
- Ask Claude or ChatGPT for context, with data pulled live from Attio
- Works across every connected data source: emails, calls, notes, product data, and warehouse syncs
## Plans & Credits
Ask Attio is available on all Attio plans with a credit-based usage model:
- **Free**: 500 seat credits per seat per month
- **Pro**: 1,000 seat credits per seat per month
- **Enterprise**: 2,500 seat credits per seat per month
## Getting Started
### Documentation
- Chat with Ask Attio: How to use Ask Attio in your workspace
- Introducing Ask Attio: Launch blog post and overview
- Embedded Intelligence: Full AI feature overview
## Related pages
- Developer Platform
- AI-powered features
- Data structure & syncing
- Automations & workflows
- Complete platform overview
---
## /platform/call-intelligence
# Call Intelligence: Every Call, Insightfully Captured
> Attio's Call Intelligence feature natively records, transcribes, summarizes, and syncs every conversation to your CRM automatically. Built for startups and GTM teams - it is AI-native, works out-of-the-box, and delivers actionable insights from every conversation.
## Instantly Capture and Structure Calls
- Native AI records & transcribes calls (Zoom, Google Meet, Teams)
- Conversation summaries generated in real-time
- Linked automatically to relevant CRM records
- 100+ languages supported for transcription
## Search, Replay, and Uncover Insights
- All calls structured & searchable instantly
- Summaries, transcripts, and highlights available for review
- AI detects buying signals, blockers, objections, and customer requests
- Focus Mode: Zoom in on decision makers & skip to key moments
## Never Lose Call Notes Again
- All calls, action items, and insights are automatically logged
- No manual note-taking needed - leave with a plan after every call
- Share clips, summaries, or key takeaways in seconds
## Sync, Automate, and Take Action
- Calls instantly linked to deals, people, and organizations
- AI triggers next steps: follow-ups, entries, and reminders
- Call intelligence directly powers automation and reporting
## Integrates Where Work Happens
- Integrates with: Zoom, Google Meet, Microsoft Teams
- Data instantly available in Attio’s flexible data objects & workflows
## Why It Matters
- Nothing lost in handoff, every decision on record
- Coaching & playback for team learning
- Critical context for managing deals and relationships
> "Call intelligence has been a game changer, both for our leads and customers - it just works." - Youmna Sirgi, Head of Operations at Plain.
## Related pages
- AI-powered features
- Automations & workflows
- Data structure & Syncing
- Reporting
- Customer stories
- Attio's Manifesto
---
## /platform/custom-agents
# Custom agents
> Attio's Custom agent handles the work that rules can't: the tasks that need a judgment call. It runs the task you describe. You write the instructions, choose the model, choose which tools it can reach, and define the shape of what comes back. It runs as a block in any workflow, or as an AI attribute on a record. It replaced the prompt completion block.
## What is a Custom agent?
A Custom agent is a configurable AI agent inside Attio. Unlike a fixed-purpose agent such as Web Agent, you define what it does:
- **Instructions** — what the job is, in plain language. A separate system prompt defines the agent's role, rules, and behavior.
- **Context** — the agent has no data by default. You pass context in using variables from earlier blocks, and by enabling Attio read tools.
- **Model** — choose between OpenAI (GPT), Google (Gemini Flash and Pro), and Anthropic (Claude Sonnet and Opus).
- **Tools** — Attio read-only tools (records, lists, notes, emails, call recordings, meetings, tasks, workspace members), an optional web-access toggle, and any MCP-connected app with per-tool selection.
- **Run as** — the workspace member or workflow whose credentials and permissions the agent uses.
- **Output** — plaintext, or a structured JSON schema where each property becomes its own output variable for later blocks.
## Where it runs
| Surface | What it does |
| --- | --- |
| Workflow block | Runs your instructions as a step, with its output available to every block after it |
| AI attribute | Autofills an attribute from your own prompt (formerly the prompt completion type) |
## Why structured output matters
Because each schema property becomes a separate workflow variable, a Custom agent is a composable building block rather than a chat response. Later blocks can branch, score, route, or draft on individual fields it returns.
## Example agents teams build
- **Lead scorer** — scores inbound against your own ICP criteria
- **Meeting prep** — reads notes, emails, and calls, then writes a brief
- **Deal risk** — flags deals going quiet and explains why
- **Call coach** — reviews a call against your own scorecard
- **Support triage** — reads a ticket, tags it, routes it
- **Competitor watch** — checks a site and pricing, notes what changed
- **Onboarding plan** — turns a kickoff call into the next set of tasks
- **Win/loss notes** — extracts the reason in your own categories
- **Overnight digest** — scans the book and surfaces what needs attention
- **Expansion signal** — spots usage growth and drafts the upsell note
## Trust and governance
- **Agents act as identities.** A Custom agent runs as the member you assign, with exactly their permissions.
- **Every run is on the record.** Open any run to see what the agent read, decided, and did.
- **You keep control.** Pause, cancel, resume, or replay any run.
## Open and extensible
- Every prompt, block, and agent is readable and editable — nothing is a fixed black box
- Runs over Universal Context, the deepest context layer in agentic CRM
- Reaches Notion, Linear, Fin, and any other tool over MCP
- Extend with custom JavaScript, the Attio App SDK, and your own blocks
## Common Questions
**How is a Custom agent different from Web Agent?**
Web Agent has one job: research the open web. A Custom agent does whatever you instruct, with the model and tools you select.
**Does it see my data automatically?**
No. The agent has no data by default. You pass context in with variables, or enable specific Attio read tools.
**Which models can I use?**
OpenAI GPT models, Google Gemini Flash and Pro, and Anthropic Claude Sonnet and Opus.
**Can it use tools outside Attio?**
Yes. Turn on web access, and connect any MCP app, choosing which of its tools the agent may call.
**What happened to prompt completion?**
Custom agents replaced it, adding model selection, tool selection, and structured output.
## Getting Started
- Start for free
- Custom agents product page
- Workflows block library
## Related pages
- Web Agent
- Workflows and revenue agents
- Ask Attio
- Complete platform overview
---
## /platform/data
# Attio CRM Highly Powerful Data Model
> Attio's AI-native CRM delivers highly customizable data objects and best in class performance that lets startups and builders implement fully custom data models at speed. Build any business structure with custom objects, automatic enrichment from 100+ sources, and unified data that powers intelligent workflows.
## Standard Objects
| Object | Attributes |
|--------|------------|
| Company | Company name, Industry, Domain |
| Person | Person name, Email address, Location |
| Deal | Deal ID, Deal type, Deal stage, Potential value |
| User | Record name, Email address, Platform |
| Workspace | Billing email address, Subscription state, Seat count |
## Custom Objects
| Object | Attributes |
|--------|------------|
| Partnership | Partnership name, Partnership type, Location |
| Invoices | Billing address, Phone number, Point of contact |
| Buyer | Buyer ID, Buyer type, Last transaction date |
| Seller | Seller ID, Stage, Estimated ARR |
| Transaction | Transaction ID, Transaction date, Purchased plan |
## Key Features
### Data Model Capabilities
- Custom Objects: Create objects for any business use case that builders can fully customize
- Custom Attributes: Store and update any kind of data your business needs with builder-friendly configuration
- Activity Timelines: Full history of every interaction with instant visibility
- Detailed Views: Visualize data with kanbans and tables
- Associations: Link objects with powerful graph model for accurate, actionable insights that builders can extend
### Performance & Flexibility
- Blazingly Fast: Sort, filter and utilize millions of records in milliseconds
- Iterate Faster: Quick customization and data model adjustments that empower builders
- Fine-tune Structure: Perfect fit with existing data models through flexible builder tools
## Business Models Supported
- Sales: Traditional sales workflows and pipeline management
- Product-led growth: PLG monitoring and user-driven growth
- Product-led sales: Hybrid PLG/sales approach
- Marketplaces: Multi-sided marketplace data management
## Automatic Enrichment
### Data Sources
- 100+ Sources: Automatic data enrichment from hundreds of sources
- AI Pre-analysis: Context and insights powered by AI
- Company Data: Revenue, location, employee count, company size
- Real-time Updates: Continuous data refreshing
### Enrichment Features
- Every record automatically enriched
- Data-powered workflow automation that builders can customize
- Reliable industry dataset integration
## Data Integration
### Data Warehouses
- Real-time data via reverse ETL and CDPs
- No data silos - unified business, customer, and product data
### Communication Sync
- Email sync
- Calendar sync
### Sales Engagement Tools
- Sales efficiency tracking
- Revenue metrics monitoring
- PLG monitoring capabilities
## Import Sources
- Salesforce
- Hubspot
- Pipedrive
- Zoho
- Excel
- CSV
## App Integrations
- Email: Gmail, Outlook
- Marketing: Customer.io, Mailchimp, Typeform
- Analytics: Segment, June
- Communication: Slack
- Sales Tools: Outreach, Mixmax
- Automation: Zapier
## Reporting & Analytics
- Real-time Data: Dynamic reporting with live data updates
- Powerful Reporting Suite: Create custom reports for deeper insights
- Revenue Metrics: Track sales efficiency and revenue performance
- PLG Monitoring: Product-led growth tracking and analysis
## Why it matters
- Unified, enriched data is the foundation of every workflow; Attio's flexible model lets startups and builders iterate at lightning speed.
- With trustworthy data in one place, AI automation and reporting become trivial and more impactful for technical teams and builders.
## Related pages
- AI-powered features
- Reporting
- Apps & Integrations
- Customer stories
- Attio's Manifesto
---
## /platform/developers
# Attio Developer Platform
> Build custom apps and agents to extend Attio, integrate your product, or power your GTM stack. All possible with a modern REST API, App SDK, and MCP server built for developers.
## Developer Quotes
- "Integrating with Attio via MCP was remarkably fast. We went from MCP access to a fully tested live integration in a few hours. The protocol gave us instant access to Attio's full data model without custom API work." - Siavash Ghorbani, Stilla
- "We're both drawn to tools that believe in the builder economy — platforms that give you Lego blocks instead of rigid software. The Attio SDK gives the authority and autonomy back to builders." - Nick Janes, Attio Developer
- "With the SDK, backend logic and frontend UI are seamlessly connected. It's a joy to work with." - Will Stenzel, Attio Developer
- "I really wanted to work with something hyper modern — the Attio SDK gives me that." - Kacper Cygan, Sequence
## MCP Server
### Use Cases
- Use with AI coding agents like Claude Code and Codex
- Use with automation tools like n8n and Raycast
- Integrate with other products with MCP servers
### Core Capabilities
- Expose Attio to AI clients
- Manage your entire Attio workspace through conversational AI instead of clicking through multiple screens
- Enable agent-driven workflows with full read and write access to Attio
- Search, create, and manage data in Attio through structured tool calls
- Reason across Attio and other systems with dynamic, multi-tool execution
- Connect to Attio in any MCP client alongside any other MCP servers
### Integration Features
- Secure authentication via OAuth with user-scoped permissions
- Read operations are auto-approved, while write operations request confirmation
- Built specifically for AI agents with efficient data formatting and human-readable responses
- One-click installation for supported AI tools like Claude and Notion
## REST API
### Core Capabilities
- Secure REST API built for scale
- Full read and write access for custom integrations
- OAuth 2.0 authentication and authorization
- Webhook listeners for programmatic actions
- API with comprehensive documentation
### Integration Features
- Connect Attio to any external service
- Bi-directional data synchronization
- Event-driven architecture with webhooks
- Complete control over CRM data
- Enterprise-grade security and reliability
## App SDK (TypeScript & React)
### Build Inside Attio
- Extend Attio with custom apps using TypeScript and React
- Multiple entry points: record actions, widgets, text selection
- Ready-made UI components for rapid development
- Seamless integration between backend logic and frontend UI
### Development Features
- **Forms**: Create forms and define validation rules for form data
- **Server Functions**: Fetch, update, or remove data from third parties
- **Authentication**: Handle user or workspace connections between Attio and external services
- **Webhooks**: Receive external requests to sync Attio or respond with data
- **UI Components**: Pre-built components for consistent, professional interfaces
### Publishing Options
- Share apps internally within your workspace
- Publish to the Attio App Store
- Used by leading teams building production apps
## Developer-Focused Platform
### Modern Stack
- 28,755 commits over the past year
- Built by developers for developers
- Hyper-modern architecture and tooling
- Continuous updates and improvements
### Builder Economy Philosophy
- Lego blocks approach: flexible, composable components
- Authority and autonomy for builders
- Platform that adapts to your needs
- Community of developers building on Attio
## Apps Built with the SDK
Leading teams are building with the Attio App SDK:
- Linear
- Aircall
- Granola
- Pandadoc
- Sequence
The open-source Linear app is available on GitHub as a reference implementation.
## Getting Started
### Documentation
- App SDK Documentation: Complete guides for building apps
- Developer Docs Overview: Comprehensive platform documentation
- REST API Overview: API guides and examples
### Developer Resources
- OpenAPI Spec: Machine-readable API specification
- Server Functions: Backend logic documentation
- Objects & Lists: Core data model concepts
- GitHub examples and open-source apps
## Why Build on Attio
- **Modern Tech Stack**: TypeScript, React, and contemporary development practices
- **Seamless Integration**: Backend and frontend work together naturally
- **Flexible Architecture**: Build exactly what you need
- **Active Development**: Continuous platform improvements and new features
- **Growing Ecosystem**: Join developers building the next generation of CRM apps
The Attio Developer Platform empowers startups and builders to create custom integrations, extend CRM functionality, and build powerful apps that integrate seamlessly with their GTM stack.
## Related pages
- AI-powered features
- Data structure & syncing
- Automations & workflows
- Apps & Integrations
- Complete platform overview
---
## /platform/enrichment
# Data Enrichment
> Attio enriches every company and person record automatically, from the moment it is created. A domain fills in the company, an email address fills in the contact, and your own email and calendar fill in the relationship history your team already has. Every enriched detail sharpens Universal Context, the intelligence layer Ask Attio and every Attio agent run on.
## What is Attio enrichment?
Enrichment in Attio has three layers:
- **Automatic enrichment** — firmographic and contact data, populated on every qualifying record with no setup
- **Relationship intelligence** — connection strength and interaction history, derived from your own email and calendar
- **AI attributes** — researched or generated values for anything the standard fields do not cover
All three are native to Attio. There is no separate data vendor to contract, connect, or sync.
## Customer Quotes
- "Attio’s data enrichment capabilities make it really easy to identify potential leads. We have a number of workflows to filter leads by enriched attributes, such as Funding raised and Estimated ARR, and product usage data, which enables us to conduct highly targeted and customized outreach" — Margaret Shen, Head of Business Operations, Modal
## Automatic Enrichment
People are enriched once the record has an email address, companies once the record has a domain. People are matched to their company record by domain, automatically.
| Object | Enriched attributes |
| --- | --- |
| Company | Name, logo, description, categories, location (city, state, country), estimated ARR*, employee range*, funding raised*, foundation date, social profiles, Twitter follower count |
| Person | Name, profile picture, description, location (city, state, country), company, job title, social profiles, Twitter follower count |
*Estimated ARR, employee range and funding raised require a paid plan.
Attio updates enriched attributes automatically as new information becomes available, with no refresh or manual check required. Manually entered values take precedence over enriched ones.
## Relationship Intelligence
Derived from email and calendar sync plus manually added meetings, so it reflects your team's own history rather than purchased data:
- **Connection strength** — how well your team knows an account, graded from No Connection through Very Strong
- **Strongest connection** — the team member with the most engagement, for warm intros and clean handoffs
- **First, last and next interaction** — every email and meeting tracked automatically, including what is next on the calendar
This is the layer no external data provider can supply, because it is derived from your own communication history.
## Beyond the Standard Fields
Any text, number, currency, select or multi-select attribute can have AI autofill enabled, with four options:
| Option | What it does |
| --- | --- |
| Web agent | Researches publicly available information from external sources |
| Summarize record | Writes a summary from the attributes already on the record |
| Classify record | Tags records into your own select options based on attribute values |
| Prompt completion | Generates a response from a prompt you define |
AI attributes are triggered manually on records, then recalculated for a single record, a bulk selection, or an entire view. They can also be triggered by workflows from Agents and AI workflow blocks.
## Enrichment and Universal Context
### Enrichment is upstream of the context layer
Universal Context is Attio's unified intelligence layer, indexing records, emails, calls, notes, product data, and connected tools as one interconnected whole. Enrichment is one of the things that makes it complete:
- **Enriched attributes live on the record** — so everything Attio fills in is part of what Universal Context reads
- **Relationship data comes from the same substrate** — email and calendar sync feed both interaction tracking and Universal Context
- **Better records mean better answers** — Ask Attio and every agent reason over context that is already complete and current, and the layer deepens automatically with no one maintaining it
## What Enriched Data Powers
- **Routing** — send accounts to the right rep by employee range, funding, or category
- **Lists and segments** — filter on enriched fields, and membership updates as the data does
- **Triggers** — start a sequence or workflow when an account crosses a threshold
- **Reporting** — slice pipeline by industry, size, or funding stage, with no rep data entry
- **Prioritization** — sort any list by connection strength and work the strongest accounts first
## Use Cases
### Sales
- Open a new inbound lead already knowing size, category, and funding stage
- Check who on the team has the strongest existing relationship before reaching out
### Customer Success
- See the full interaction history on an account at handoff
- Keep account detail current across a book of business with no upkeep
### Revenue Operations
- Score and route inbound leads on enriched firmographics the moment they arrive
- Define custom research attributes for criteria specific to your ICP
## Common Questions
**Does enrichment need to be set up?**
No. It runs on qualifying records automatically from the moment you sign up.
**Does enrichment cost extra?**
Enrichment is available on all plans. Estimated ARR, employee range and funding raised require a paid plan. AI attributes consume workspace credits per recalculation.
**What happens if someone edits an enriched field?**
Manually entered data takes precedence over the enriched value.
## Getting Started
- Start for free
- Enriched data documentation
- AI attributes documentation
## Related pages
- Data structure & syncing
- AI-powered features
- Workflows
- Ask Attio
- Complete platform overview
---
## /platform/mcp
# Attio MCP
> Attio's MCP server connects your CRM to the AI tools your team already has open. Sign in once from ChatGPT, Claude, Notion, or anything else that speaks MCP, then search records, log notes, create tasks, and update deals without switching tabs. Your AI tools can read from Attio and write back to it, over Universal Context — the deepest context layer in agentic CRM — with access scoped to each person and actions verified before they run.
## What is Attio's MCP server?
MCP (Model Context Protocol) is an open standard for connecting AI tools to the systems they need. Attio's MCP server makes your workspace available to any MCP client, so the tool you already have open can read from Attio and write back to it.
It combines three things:
- **Speaks your language.** No views to build, no filters to set. Get insights and take action in conversation.
- **Full workspace access.** Search, create, and update across your CRM records and activities.
- **Secure by design.** Authenticate via OAuth with user-scoped permissions.
The result: your CRM stops being a place you always have to go and becomes something your AI tools can always reach, in every tool your team already works in.
## Developer Quotes
- "The Attio MCP gave us instant access to Attio's full data model without custom API work." — Siavash Ghorbani, Stilla
## Scale
- **471K+** — average MCP calls made from Attio workspaces every day
- **40%** — of Enterprise workspaces use Attio MCP
## Core Capabilities
### Search & Retrieve
- Ask questions about any record, company, or contact in plain language
- Run semantic search across notes, emails, and call recordings
- Pull a full account history before a meeting without opening Attio
### Create & Update
- Update deal stages, values, and next steps as conversations happen
- Log notes against any record the moment a call ends
- Create and update tasks, assign owners, and set due dates
- Create and update records across any object in your workspace
- Build a target list and add records to it as you research.
### Meeting & Call Intelligence
- Search meetings and call recordings by metadata or meaning
- Retrieve a specific call recording or transcript
- Find the conversation where a topic came up, then read exactly what was said
- Build lists of quotes and themes across many recorded conversations
### Research & Analysis
- Surface patterns across accounts rather than one record at a time
- Assemble reports on your interactions with any company
- Extract product feedback and objections from calls at scale
## Universal Context™
### The context layer behind every connection
Lots of CRMs can open a connection. What comes back is the difference.
- **The deepest context in agentic CRM** — calls, emails, notes, meetings, and product usage, all within reach of the tool you connect
- **Answers from your records** — every response traces back to real data in your workspace
- **Built for AI to use** — structured so tools can find what they need and act on it
- **Signals across every account** — see how things trend over time, beyond a single moment
- **Your whole stack, connected** — Granola notes, Slack threads, and whatever you adopt next
## Use Cases
### Sales
- Update the deal from the tool where you took your notes, the moment the call ends
- Walk into every meeting briefed, with prior calls, emails, and notes pulled in seconds
- Create follow-up tasks and reminders for next steps on key deals
- Research an account and write the findings back to the record
### Customer Success
- Pull account health and history before an onboarding call or QBR
- Find every conversation where a customer raised a blocker or a request
- Log notes and next steps against the account without leaving your tool
- Build a handoff brief from prior conversations and product usage
### Marketing
- Build lists of customer quotes and feedback themes from recorded calls
- Give teams who do not live in the CRM a way to reach customer data
- Pull aggregate stats on your customer base by location, industry, or segment
- Find customers with a particular use case for case studies, speakers, or events
- Surface the language customers actually use to sharpen positioning and messaging
### Revenue Operations
- Query pipeline and account data in plain language, without building a view
- Analyze deals against your own filter criteria to consolidate trends and forecasting
- Assemble a report of every interaction with a given account
- Track engagement across customers and prospects
## Which tools can connect
ChatGPT, Claude, Notion, and anything else that speaks MCP. Some clients, like Claude and ChatGPT, offer one-click installation from their built-in connector directories. Any other MCP client can connect using the custom connector URL, https://mcp.attio.com/mcp. Because MCP is an open standard, tools you adopt later will work without new setup.
## Getting connected
1. **Find Attio.** Select Attio from the connector directory in the tool you want to work from, or add https://mcp.attio.com/mcp as a custom connector.
2. **Sign in.** Authenticate with OAuth using the Attio account you already have. No API keys required.
3. **Start working.** Access follows what you can already see and do in Attio.
No setup, no code, and no waiting on anyone else.
## Security & Permissions
### Yours to control
- **OAuth by default** — log in with your Attio account, no API keys to manage
- **Per person, not per workspace** — you have the same permissions as your Attio user account
- **Scoped to your workspace** — operations reach workspace data only
- **Reads flow, writes confirm** — read operations are auto-approved; creating or updating data requests your confirmation first
- **Revocable anytime** — end any session from your Attio account settings
## Common Questions
**How is this different from Ask Attio?**
Ask Attio is Attio's own assistant, working inside your workspace. The MCP server does the reverse: it makes your Attio workspace available to AI tools outside Attio, so you can work from the tool you already have open. They are separate parts of Attio's AI story and can be used together.
**How is this different from the API?**
The API is for developers building integrations and custom software. The MCP server needs no code: you connect it from any AI tool in a few clicks, and the tool discovers what it can do on its own.
**Does it only read data, or can it make changes?**
Both. The server supports read and write, so a connected tool can create records, update deals, log notes, and create tasks, not just retrieve information.
**How do permissions work?**
Any active workspace member can connect through OAuth. Access works per individual user rather than per workspace, and mirrors that person's existing permissions in Attio.
**Which tools can I connect from?**
Any MCP client, including ChatGPT, Claude, and Notion. Because MCP is an open standard, new tools work without new setup.
## What the server exposes
- **Records and objects** — search records, list records, get records by ID, create, update, upsert, and merge records, list attribute definitions
- **Lists** — list all lists, list entries in a list, add a record to a list, update lists and list entries
- **Notes** — create, search by metadata, semantic search, get full note body, update
- **Tasks** — list, create, and update tasks with deadlines, assignees, and linked records
- **Meetings and calls** — search meetings, search call recordings by metadata or meaning, retrieve a recording with its full transcript
- **Emails** — search by metadata or meaning, retrieve full email content
- **Comments** — create, list, reply to, and delete comments on records and list entries
- **Reporting** — run aggregate reports on records or list entries, with filters and grouping
- **Workspace** — list members, list teams, confirm current user identity
Full reference: https://docs.attio.com/mcp/overview
## Getting Started
- Start for free
- MCP product page
- MCP documentation
- Help center
## Related pages
- Ask Attio
- AI-powered features
- Developer platform
- Automations & workflows
- Data structure & syncing
- Complete platform overview
---
## /platform/productivity
# Attio Productivity: Your Collaboration Station
> Attio propels go-to-market teams towards new levels of productivity and lets you seamlessly perform your daily work. Built for startups and builders, Attio's productivity features eliminate workflow friction and accelerate team collaboration.
## Intelligent Call Management
### Everything in One Place
- Customer calls live in your CRM, not scattered across tools
- Native integration with Google Meet, Zoom, and Microsoft Teams
- Real-time AI insights during conversations
- Focus on building relationships while AI surfaces insights
### Personalized Call Intelligence
- Build custom templates for discovery calls and product feedback
- Jump to key moments and focus on specific speakers
- Review calls your way with intelligent search and filtering
- Capture insights exactly how you need them
## Real-Time Team Collaboration
### Next-Level Notes
- Collaborate in real-time with teammates
- Watch teammates type for seamless coordination
- Create custom templates for sales calls and customer check-ins
- Link directly with your calendar for context
### Powerful Commenting System
- Add comments anywhere in workflows
- Thread commenting for better discussions
- Complete comment history for full context
- Stay aligned across sales, customer success, and more
## Intelligent Email Management
### Automated, Personalized Outreach
- Use business, customer, and product data to craft relevant emails
- Pull attributes and enriched data with variables
- Make emails feel personal even at scale
- Streamline outreach with custom templates
### Advanced Email Features
- Rich text formatting for elegant, effective emails
- Add attachments with single click
- Share entire email threads with your team via link
- Send personalized emails to everyone at once
## Lightning-Fast Command Palette
### Blazingly Fast Search
- Search through records, notes, and tasks in milliseconds
- Real-time results across all data
- Perform quick actions instantly
- Search with natural language
### Smart Previews
- Preview contacts directly from command palette
- Find connection strengths at a glance
- See event information pre-populated
- Understand context for every lead and prospect
## Browser Extension Integration
### Stay in the Flow
- Prospect and maintain context anywhere on the web
- Add leads from X, Google Meets, and more with single click
- Run workflows anywhere on the web
- Keep your CRM up-to-date at all times
## Comprehensive Team Tools
### Task Management
- Natural language task manager
- Coordinate your team as one unit
- Streamline workflow management
### File Sharing & Permissions
- Share important customer documents
- Adjust permissions and control team interactions
- Ensure everyone stays on the same page
### Developer Integration
- APIs and webhooks for creative integrations
- Enhance your work with custom solutions
- Import people and company records from web sources
## Why It Matters
- Eliminate workflow friction across go-to-market teams
- Accelerate collaboration with real-time features
- Build productivity into every interaction
- Designed for startups and builders who need speed
Attio's productivity features transform CRM from operational overhead into a growth accelerator, letting teams focus on relationship building and revenue generation rather than system management.
## Related pages
- Call Intelligence
- AI-powered features
- Data structure & Syncing
- Apps & Integrations
- Customer stories
- Attio's Manifesto
---
## /platform/reporting
# Reporting
> Attio Reporting turns your CRM data into live answers. Five report types cover the current state of your data, how it changed over time, funnel conversion, time in stage, and stage movement — all running on the same context your team and agents use. Formula attributes compute new values from data you already have, including attribute history functions unique to Attio, so forecasts, pipeline health, and lead scores stay current without manual math.
## What is Attio Reporting?
Reporting in Attio combines three things:
- **Reports** — five types, each built for a different question, from current totals to how a number moved over four quarters
- **Dashboards** — shared collections of reports, arranged however your team thinks about the business
- **Formula attributes** — deterministic computation on existing CRM data, so weighted pipeline, lead scores, and time in stage become attributes you can report on, filter by, and trigger from
The number you need is already calculated, already current, and the records behind it are one click away.
## Customer Quotes
- "The fact that Attio has historical reporting right out of the box is incredible. That initial realization really blew my mind." — Flatfile
## Report Types
| Report type | What it measures | Plans |
| --- | --- | --- |
| Insight | The current state of your data: totals, averages, and breakdowns at the moment you view it | All plans |
| Funnel | Conversion rates as records progress through stages in order | Plus, Pro, Enterprise |
| Historical values | How a metric changed over time, to measure progress and spot trends | Pro, Enterprise |
| Time in stage | How long records spend in each stage, to find bottlenecks and measure velocity | Pro, Enterprise |
| Stage changed | Count or value of records that entered a stage during a time window | Pro, Enterprise |
### Building a report
- Count records, or aggregate numeric, currency, and rating attributes with Count, Sum, Average, Min, or Max
- Group and segment by up to two attributes to see how one breakdown sits inside another
- Bar, line, pie, and map charts — map views when grouping by country
- Add a target value to display a goal line across historical values and time in stage reports
- Compare current and previous periods at daily, weekly, monthly, quarterly, or yearly intervals
- Filter on any attribute with And/Or logic, on "current user" for per-rep views, or on stage history
- Select any data point to open the contributing records behind it
Historical reports reflect your data as it existed at the end of each period, including what a record's category value was at the time.
## Formula Attributes
Formula attributes derive new values from data already in your workspace, using custom Attio syntax that runs across every object, standard or custom. Available on Pro and Enterprise, with no credits required and no limits.
- **Deterministic** — the same inputs produce the same answer every time, so a forecast can be audited and a workflow can be triggered from it
- **Composable** — a formula can reference another formula, up to three deep, and reference attributes on linked records
- **Reactive** — when the underlying data changes, the formula recomputes on its own, within seconds
- **Reportable** — computed values behave like any other attribute, so reports, dashboards, filters, workflows, and sequences all read them
- **Assisted** — an AI formula writer builds a formula from a plain-language description, an AI error fixer resolves mistakes, and output previews show a result before the formula runs
### Attribute history functions
Attio tracks how your data changes over time and makes those historical values available inside formulas. These functions are unique to Attio:
- `timeSpentIn` — how long a record has spent in a given stage or status
- `hasBeenIn` — whether a record was ever in a particular stage
- `valueSetAt` — when an attribute was set to a specific value
- `valueAt` — what an attribute's value was at a point in the past
- `previousValue` — the value immediately before the current one
They power pipeline velocity, stale deal detection, stage regression checks, and expansion measured against ARR ninety days after close.
## Dashboards
- Any workspace member can create dashboards to organize reports by topic, then resize, reorder, and rearrange them by dragging
- Access is set per dashboard: full access, read and write, read only, or no access
- Access applies at workspace, team, and member level; team and member settings can grant access beyond the workspace default but cannot reduce it
## Universal Context™
Computed values live on records like any other attribute, so Universal Context indexes them alongside emails, calls, notes, and product data. An agent reasoning about an account sees its weighted pipeline value, its lead score, and how long it has been sitting in negotiation. Reporting feeds the context layer, and the context layer is what agents act on.
## Use Cases
### Sales
- Weighted pipeline and expected ACV, so the forecast is a calculated attribute rather than a spreadsheet exercise
- Stale deal detection based on how long a deal has sat in its current stage
- Win rate by rep, segment, or lead source, and days since last interaction
### Customer Success
- Expansion tracking, comparing ARR ninety days after close or growth over the last thirty days
- Renewal risk flags combining days until renewal with engagement signals
- Time to first value, measured between signup and a key product event
### Revenue Operations & Leadership
- A forecast you can take into a board meeting, computed the same way every time
- Pipeline velocity and stage bottlenecks across the whole funnel
- Lead scoring that sums weighted signals into a single priority number
- Custom revenue math: MRR to ARR conversions, commissions, discounts, and seat-based pricing
## Common Questions
**Can I report on a formula attribute?**
Yes. Once a formula has calculated a value, it behaves like any other attribute: build a shared report on a dashboard, filter by it, or pull an ad hoc answer with Ask Attio. Reports cover any standard or custom object in your workspace.
**How current are the numbers?**
Reports read live data at the moment you view them. Formulas recompute within seconds of a dependency changing.
**Why use a formula instead of letting AI fill the field?**
Because some values are better computed rather than generated. A formula is deterministic, so the same inputs always produce the same answer; composable, so you can build on top of it; and reactive, so it updates when the source data does. That is what makes a number safe to forecast from, audit, or trigger a workflow from.
**Can I reach reports programmatically?**
Yes. Reporting is available through the Attio API and the Attio MCP server, so agents and connected tools can run a report and read the result.
## Getting Started
- Dashboards and reports: Overview of reporting in Attio
- Formula attributes: Creating and editing formulas
- Setting up a weighted pipeline: Formula to dashboard, worked example
- Start for free
## Related pages
- Data structure & syncing
- Ask Attio
- Agents and automations
- AI-powered features
- Complete platform overview
---
## /platform/universal-context
# Universal Context
> Attio is your living context layer that connects every signal — emails, meetings, product usage, billing, support tickets, Slack threads, external tools, and agents — and compounds context, so your team always knows what to do next. Built on Attio's Particle data model with semantic and full-text search, it is the first CRM data layer to provide External Consistency: the index agents use stays exactly in sync with the underlying data, with no replication lag. Universal Context powers Ask Attio and every Attio agent, and is reachable from any tool over MCP.
## What is Universal Context?
Universal Context is Attio's unified intelligence layer. It indexes every go-to-market signal — records, emails, calls, notes, meetings, product usage, billing, support, and connected tools — as one interconnected whole that people and agents share.
- **Built on Particle** — Attio's graph-relational data model, giving every agent one shape to read all your GTM data
- **Semantic and full-text search** — retrieval by meaning or by exact word, over the same index
- **External Consistency** — the highest level of transactional consistency, so the index agents use stays exactly in sync with the data
- **Always current** — every change is readable the instant it happens, by every person and agent
## What it captures
Universal Context connects and indexes:
- Emails and calendar events
- Meetings and call recordings
- Notes and tasks
- Product usage, billing, and support signals
- Enrichment and web research
- Agent activity
- Connected tools over MCP — Granola, Slack, Notion, Linear, Fin, and more
## Scale
- **100M** — records per object, at speeds that once required a data warehouse
- **76K+** — agents reading the layer live, in production
## What it powers
Every Attio AI product runs on the same layer:
- **Ask Attio** — ask any question and get a precise answer drawn from live signal
- **Custom agents and workflows** — act on what is true right now
- **Call intelligence** — every call becomes context the moment it ends
- **Enrichment** — external signals folded into the same picture
## How agents reach it
- **Over MCP** — agents in ChatGPT, Claude, Claude Code, and any MCP client get the same consistency and indexing guarantees as agents inside Attio
- **In SQL** — the whole layer is queryable in SQL, the language agents already write
- **By meaning or by word** — semantic retrieval and exact full-text search over one index
- **Extensible** — build with custom JavaScript, the Attio App SDK, and your own blocks
## What makes it different
- **Source, not synthesis** — Universal Context is the live system of record made agent-native, not a replicated summary bolted on top
- **The first CRM with External Consistency** — the embeddings agents use are always exactly in sync with the data, so nothing goes stale
- **One data model** — Particle holds structured, enriched, and unstructured data together, so agents reason over all of it in one shape
- **Consistent across platforms** — an agent writing from one tool is visible to an agent reading from another, in real time
## Security & Permissions
- **Authenticated as you** — an agent sees exactly what you can see in Attio, and nothing more
- **Scoped per person** — user-scoped OAuth on every connection
- **Verified before it runs** — actions are checked before they touch your data
## Use Cases
### Sales
- Walk into every call with the history already assembled: emails, meetings, and calls in one place
- Prioritize accounts on live signal rather than stale fields
- Ask any question about an account and get a sourced answer in seconds
### Customer Success
- Catch churn early as usage dips and conversations cool, read as one pattern
- See every interaction a customer has had across the team on one record
- Spot expansion windows as product usage and account signals line up
### Revenue Operations
- Report on data that stays live and consistent across every record
- Give every agent and workflow one shape to read all your GTM data
- Query the whole context layer directly in SQL
## Common Questions
**How is this different from a vector database bolted onto a CRM?**
Legacy platforms add a separate vector store, such as Pinecone or Turbopuffer, that replicates the source data and drifts out of sync. Universal Context holds the embeddings inside the same transactional system as the data, so they are always consistent.
**Can agents outside Attio use it?**
Yes. Over Attio's MCP server, agents in ChatGPT, Claude, and other platforms operate on the same live source with the same guarantees as agents inside Attio.
**Is Universal Context a separate product?**
No. It is the foundational layer every Attio AI product runs on.
**How does search work?**
Semantic retrieval and exact full-text search run over the same index, and the layer is queryable directly in SQL.
## Getting Started
- Start for free
- Universal Context product page
- Introducing Universal Context (engineering blog)
## Related pages
- Ask Attio
- Custom agents
- Web Agent
- MCP
- Workflows
- Complete platform overview
---
## /platform/web-agent
# Web Agent
> Attio's Web Agent researches the live web for any record in your CRM and writes the answer straight into your data. It runs as an AI attribute on text, number, and currency fields, as a block inside any workflow, and across an entire list in one pass. Every result carries a confidence rating, the agent's reasoning, and full citations.
## What is Web Agent?
Web Agent is Attio's web research agent. You write a prompt once; the agent researches external web sources in real time and returns a typed answer on the record.
It is designed for information that lives outside your workspace — recent news, funding, company background, market category, pricing model — rather than data Attio already holds.
## Where it runs
| Surface | What it does |
| --- | --- |
| AI attribute | Autofills any text, number, or currency attribute with researched answers |
| Workflow block | Answers questions about a record as a step in any workflow, so later blocks can branch on the result |
| Bulk enrichment | Runs across an entire list rather than one record at a time |
## How to configure it
- **Name** — what the attribute represents
- **Description** (optional) — context for your team
- **Prompt** — what the agent should research online. Use variables to reference record attributes such as company name or domain to aim the research.
- **Include all record data in prompt** (optional) — passes the record's attribute data as extra context. Attribute data only; it does not give the agent access to notes, emails, or calls.
- **Show confidence levels** (optional) — adds a confidence indicator to every result.
## Trust and verification
- **Confidence ratings** — a coloured dot on each result: green for high confidence, yellow for medium, red for low.
- **Reasoning** — hover the indicator to see how the agent reached the answer.
- **Citations** — the web sources the agent used, so you can open the original.
## Example prompts
| Attribute | Prompt |
| --- | --- |
| Market category | Identify the primary market category this company operates in and describe it in one sentence. |
| Recent funding | Find the most recent funding round for this company, including amount, date, and lead investors. |
| Recent news summary | Summarise notable news or announcements about this company from the past six months. |
## Use cases
### Sales
- Qualify inbound leads against ICP criteria the moment they land
- Research decision makers and recent signals before a first call
- Surface details standard enrichment providers do not carry, such as pricing model or regional presence
### Customer Success
- Watch for leadership changes at accounts and engage new decision makers early
- Spot funding rounds and team growth as expansion triggers
### Revenue Operations
- Fill research columns consistently across every record, not just the ones a rep gets to
- Feed researched answers into workflow branches for scoring and routing
## Limitations
- The input must be a record. Web Agent cannot research list entries directly.
- The agent may not reliably reference websites that are private or require a login, such as LinkedIn.
- Web Agent researches external sources. For questions about data already in your workspace, use a Custom agent or Ask Attio.
## Common Questions
**Is Web Agent the same as the Research agent?**
Web Agent is the current web research agent in Attio. It replaces the legacy Research agent with a new research backend, confidence ratings, reasoning, and full citations.
**Which attribute types does it support?**
Text, number, and currency.
**Can it see my emails, notes, and calls?**
No. Enabling "include all record data in prompt" passes attribute data only.
**Can I use it in a workflow?**
Yes. The Web agent block answers questions about a record, and later blocks can branch on what it returns.
## Getting Started
- Start for free
- Web Agent product page
- AI attributes in the help center
## Related pages
- Workflows and revenue agents
- Ask Attio
- AI-powered features
- Complete platform overview
---
## /platform/workflows
# Workflows
> Attio Workflows orchestrates revenue agents across every account in your CRM. Describe a play in a sentence, and Attio assembles a workflow of AI agents — research, scoring, routing, briefing, follow-up — that runs on any trigger, over Universal Context, the deepest context layer in agentic CRM. Agents run alongside your team, inherit your permissions, and every run is on the record.
## What is Attio Workflows?
Workflows is Attio's agent orchestration layer. It combines three things:
- **Agents** — pre-built revenue agents, run by Attio, for every job in the revenue cycle
- **Automation** — triggers, branches, loops, fallbacks, and custom code to model real business logic
- **Universal Context™** — the unified intelligence layer that gives agents genuine business context before they act
The result: your best plays, run on every account, every time — not just the accounts a rep gets to.
## Customer Quotes
- "Before every meeting, Attio centralizes, summarizes, and surfaces everything I need to know to give a great first impression or close the deal." — Ian Ahuja, Head of Sales & Partnerships, Lightdash
## Agent Library
Agents for every job in revenue, run by Attio:
| Agent | What it does |
| --- | --- |
| Web Agent | Researches accounts for the latest on the web |
| Enrichment Agent | Adds signals and preps them for the team to act on |
| Scoring Agent | Assigns fit to leads based on your ICP criteria |
| Routing Agent | Routes every lead to the right rep or channel |
| Prospecting Agent | Finds your next best customers before you have to ask |
| Outbound Agent | Drafts and sends personalized sequences to target accounts |
| Briefing Agent | Hands reps a full brief of what to know before their call |
| Follow-Up Agent | Recaps every call, updates the deal, drafts the next move |
| Coaching Agent | Reviews every call from your reps and flags the coaching moments |
| Win/Loss Agent | Pulls the patterns from every win and every loss |
| Pipeline Review Agent | Creates a view of pipeline to report for sales leadership |
| Onboarding Agent | Walks every customer to first value, milestone by milestone |
| Onboarding Prep | Creates a concise brief to prep for a customer onboarding call |
| Churn Risk Agent | Spots accounts cooling off and drafts the save play |
| Expansion Agent | Spots upsell signals and queues the play for the team to run |
Agents work in concert on a single deal — enrichment, then research, then scoring, then routing, then briefing — so a rep picks up the deal already qualified, routed, and briefed.
## How It Works
### From idea to live agent, before your next meeting
1. **Say it in a sentence.** Describe the goal in plain language. Attio assembles the workflow for you to approve.
2. **Test it block by block.** Validate each step before it touches live data.
3. **Ship it.** Run once, or a million times.
### Example: when a new deal is created
- **Trigger:** a new deal record is created
- **Web Agent:** enriches the record with web research
- **Custom Agent:** scores the lead and routes it to the right AE
- **Branch A:** add to Enterprise target list, route to Enterprise, draft outreach
- **Branch B:** add to SMB target list, route to SMB, draft outreach
## Universal Context™
### The context layer behind every agent
- The deepest context in agentic CRM, so your agents make better calls
- **Always online** — agents act right now, not next week
- **Made for agents** — engineered so agents find, reason, and act
- **Patterns, not flares** — agents read the trend, not the noise
- **Wired into your stack** — agents reach Notion, Linear, Fin and more
## Triggers & Logic
### Built for the long run
- **Trigger from any signal** — record changes, schedules, webhooks, manual runs
- **Loops, branches, fallbacks** — model the messy logic your business actually needs, including with code
- **Build your own blocks** — drop in custom JavaScript, ship with the Attio App SDK, or connect MCP servers
- **Replay any run** — rerun a single run without redoing the rest
## Trust & Governance
### Trust by default
- **Assigned user permissions** — workflows inherit the permissions of whoever you assign them to
- **Every run, on the record** — open any run and see what each agent read, decided, and did
- **Pause anything, rerun anything** — pause at any point; rerun a single run without redoing the rest
- **Approval before launch** — Attio drafts the workflow, you approve it
## Use Cases
### Sales
- Enrich, score, and route every inbound lead the moment it lands, with outreach drafted
- Hand every rep a full pre-call brief before every meeting
- Recap every call, update the deal, and draft the next move automatically
- Draft and send personalized outbound sequences to target accounts
- Flag coaching moments from recorded calls for every rep
### Customer Success
- Walk every new customer to first value, milestone by milestone
- Prep onboarding calls with a concise brief
- Spot accounts cooling off and draft the save play before renewal
- Spot upsell signals and queue the expansion play for the team to run
### Revenue Operations & Leadership
- Build a pipeline view and report it to sales leadership on a schedule
- Pull patterns from every win and every loss across the whole funnel
- Standardize routing rules and ICP scoring so every lead is handled the same way
- Run the same play across every account, not just the ones reps reach
## Common Questions
**What is the difference between Workflows and automations in Attio?**
Workflows are agent-native: alongside deterministic steps (triggers, branches, loops, fallbacks), you can drop in Attio agents that research, reason, and draft. Every step runs over Universal Context and is fully traceable.
**Do agents act on their own?**
You choose. Agents can draft and queue work for a human to send, or run end to end. Workflows inherit the permissions of the user they're assigned to, can be paused at any time, and every run is auditable.
**Can I build my own agent or step?**
Yes. Build custom blocks with JavaScript, ship them with the Attio App SDK, or connect MCP servers. Custom agents can be defined for tasks specific to your business.
**What can trigger a workflow?**
Record changes, schedules, webhooks, and manual runs.
**Which tools do agents reach?**
Agents work across Attio data and connected tools, including Notion, Linear, and Fin, plus any source connected via apps, the API, or MCP.
## Getting Started
- Start for free
- Workflows product page
- Help center
- Developer docs and App SDK
## Related pages
- AI-powered features
- Automations & workflows
- Data structure & syncing
- Developer platform
- Complete platform overview
---
## /redefine
# Attio's CRM Architecture and Design Philosophy
> Attio addresses the traditional CRM trade-off between system complexity and usability through AI-native architecture and flexible data modeling.
## Traditional CRM Limitations
Legacy CRM systems require businesses to choose between feature-rich platforms with steep learning curves or simplified tools that lack scalability. This limitation forces many organizations to use spreadsheets until growth necessitates dedicated CRM adoption.
These systems were designed when internet connectivity was limited, artificial intelligence was theoretical, and business cycles operated on monthly rather than real-time schedules.
## Attio's Approach to CRM Design
Attio eliminates the complexity-versus-functionality trade-off through AI-native architecture. The platform adapts to business workflows rather than requiring workflow adaptation to software constraints.
Attio's design philosophy centers on four core principles:
## Core Design Principles
### 1. Instant Configuration
Attio's AI-native platform automates setup processes, reducing implementation time from weeks to minutes.
### 2. Intuitive Power Features
The platform delivers enterprise-level capabilities through user interfaces designed for immediate productivity without extensive training.
### 3. Adaptive Data Architecture
Attio's flexible data model accommodates any business structure, from early-stage startups to complex enterprise hierarchies.
### 4. Foundational AI Integration
AI capabilities are integrated at the platform level rather than added as supplementary features, enabling intelligent automation across all CRM functions.
## Platform Advantages for Modern Businesses
Attio provides enterprise CRM functionality without the implementation complexity traditionally associated with powerful systems. The AI-native architecture enables startups and scaling companies to implement sophisticated customer relationship management without dedicated IT resources.
The platform transforms CRM from a operational overhead into a growth accelerator, allowing teams to focus on relationship building and revenue generation rather than system management.
## Related pages
- [AI-powered features](https://attio.com/product/ai/llms.txt)
- [Data structure & customization](https://attio.com/product/data/llms.txt)
- [Customer success stories](https://attio.com/customers/llms.txt)
- [Complete platform overview](https://attio.com/llms-full.txt)