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
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.
Weekly LinkedIn hiring signals prospector into Attio
Every Monday morning, surface companies that just opened roles your buyers own, drop them into Attio with a tailored pitch angle, and ping your sales channel with the top five accounts to chase.
Turn LinkedIn post commenters into Attio leads with weekly Slack digest
Every Monday morning, scrape commenters on competitor and thought-leader LinkedIn posts, add them to Attio with a personalized icebreaker, and digest the top leads in Slack.
Catch fake Calendly bookings before your AE wastes the slot
When someone books a meeting on Calendly, verify their email and flag low-intent bookings in your CRM so reps walk in prepared, not blindsided.
Sync new Stripe payments into Attio and announce them in Slack
Every successful Stripe charge becomes an Attio person and company, a note on the customer, a row in your revenue log, and a one-line celebration in Slack.
Refresh Attio with PitchBook context after every Granola call
When a new Granola note lands, an agent pulls fresh PitchBook context on the companies discussed and writes a clean snapshot into Attio.
