Attio

Attio is the CRM-of-choice for product-led companies that found Salesforce too heavy and HubSpot too prescriptive. The integration treats Attio as a live data source — people, companies, lists, and notes all readable from chat, writable from automations, queryable when the structured-attribute model needs to drive downstream workflows.

What you can do

• Pull people or company records into a chat — "show me everyone at Acme who interacted with us in the last 30 days" returns a structured table from your Attio workspace.
• Write back from automations — a function can update attributes, add notes, create tasks, or move records between lists when conditions fire elsewhere.
• List-scoped queries — Attio's lists become first-class sources for canvases and reports (every "Q4 Pipeline" entry, every "Champion" company).
• Notes as searchable context — surface every note attached to a customer record without bouncing through the Attio UI.
• Task creation as the action half of an automation — function detects a signal, creates an Attio task assigned to the right owner.

How to connect

Bearer-token auth via an Attio API key. Generate one at Settings → Developers → API Keys in your workspace, paste it into the integration. Workspace-scoped — the integration sees only what the key's permissions allow.

Connect Attio in myai

Common use cases

• Champion-tracking automation — when a champion at a target account engages, the right rep gets a primer in Slack pulled from the Attio record.
• Pipeline rollup on a schedule — Monday-morning function pulls current list state, summarizes movement, posts to the sales lead.
• Cross-tool enrichment — when a new contact lands from a Gmail thread or webhook, Attio gets updated automatically with the inferred attributes.

Reference

• Connection model: Attio API key (Bearer token)
• Scope: ~40 operations across people, companies, lists, notes, tasks
• Per-workspace attribute model introspected automatically — custom attributes work out of the box