An AI Agent For Attio That Keeps Your Relationships Organized
You track investors, customers or partners in Attio. Your agent adds the new names, updates the lists and keeps notes attached to the right company.
From $10/month 30 days free No credit card
What Your Agent Does In Attio
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Adds People And Companies
Forward it a signature block from an intro email and it creates the person, links them to their company and puts them in the Partners list.
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Writes Meeting Notes
After a call it turns your bullet points into a clean note on the company record, with the follow-ups called out at the bottom.
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Keeps Lists Current
Ask it to move everyone you met at the conference into the Outreach list and it updates each entry’s status in one pass.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in Attio for you, with your own login, and reports back in the thread.
- Add the three people from this email thread to Attio and link them to Lumen Labs.
- Who in the Investors list have I not spoken to in two months?
- Put a note on Harbor Co. saying they want a pilot in the spring.
Use Attio With Octopus Prime
- Open Settings › Connections, choose Attio and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in Attio for you without ever seeing your password.
- Choose which agents can use Attio: just yours, one project’s or the whole company’s. You approve what matters.
Questions About Attio And Your Agents
Can the agent work with our own attributes?
Yes. It reads the attributes and lists you set up in Attio, so your own fields work the same way as the built-in ones.
Will it change records without telling me?
Every change it makes is reported back in the project chat, and you can set larger edits to wait for an OK first.
Does my agent see my Attio password?
No. Your Attio login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect Attio, at any time in Settings.
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Put An Agent To Work In Attio. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
Attio is a trademark of its owner. All product names, logos and brands are property of their respective owners. Use does not imply endorsement.
