Attio
CRM platform API for managing records, lists, notes, tasks, and custom objects in Attio workspaces.
Three ways to use Attio
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Attio.
Assert a List Entry (Upsert by Parent)
Upserts a list entry by parent record: creates if no match, updates if match exists, errors if multiple matches.
Assert a Record (Upsert)
Upserts a record: creates if no match on the matching attribute, updates if match exists.
Create a Comment
Creates a comment on a record, list entry, or as a reply to an existing thread.
Create a File or Folder Entry
Creates a folder, connected file, or connected folder entry on a record.
Create a List
Creates a new list with specified parent object type and access settings.
Create an Attribute
Creates a new attribute on an object or list.
Get started automating Attio
Ready-to-use workflows
Prompts using Attio
Champion job change desk for your Attio revenue team
Instead of a monthly digest nobody reads, check a batch of Attio people, see who moved, and spend credits only on the movers worth chasing.
Turn champion job changes into new pipeline in Attio
Every Monday, find the past champions and closed-won contacts who changed jobs, update Attio, and get the moves worth chasing in Slack.
Attio pipeline review board that shows what moved this week
Run Monday pipeline review on one screen: a weighted forecast by stage, every deal that slipped or moved since last week, and inline fixes as you talk.
Weekly Attio cleanup workbench for duplicates and blanks
Work through your messiest Attio records once a week: merge duplicates safely, fill in missing fields, and keep a log of every change.
Turn every Attio call into notes, tasks and a clean deal record
A follow-up desk that queues your recent meetings, shows the transcript beside an AI summary, and writes the next steps straight back onto the deal.
Weekly Product Hunt deal flow to Attio and Slack
Every Monday at 8am, sweep last week's Product Hunt launches for your investment thesis, enrich the founders and companies, and drop the top picks in Attio and Slack.
Turn LinkedIn event attendees into ready-to-send email drafts
Every Monday morning, pull guest lists from your LinkedIn events, add qualified attendees to Attio, and queue personalized Gmail drafts with a Slack digest.
Weekly hiring signals digest from Attio target accounts to Slack
Every Monday at 7am ET, scan every Attio target account's careers page for newly posted roles, flag the ones that point to real buying intent, and drop a ranked digest into Slack.
