Attio
Connect Attio so agents can work with your people, companies, lists and notes.
Where
Integrations → Attio
You'll need
An Attio workspace
Result
Agents work from your Attio
What agents can do
- Find and read people, companies and lists
- Create and update records
- Add records to lists and update list entries
- Add notes
Agents only make changes when their permissions allow it. See Control what agents can do.
Connect
1 Open Integrations → Attio
2 Select Connect
Sign in to Attio and allow access.
3 Share it with your team
Optional, for admins. Select Share with organization so your teammates' agents can use it too.
Disconnect
In Integrations → Attio, Disconnect removes your own connection. To remove the shared one for everyone, an admin selects Stop sharing with your team.
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